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| Geier Asset Management, Inc. is an Investment Management and Financial Planning firm registered with the Securities and Exchange Commission as a Registered Investment Advisor. We are located minutes from Baltimore.
GAM provides high quality, professional expertise in wealth accumulation/management for a diverse group of high net worth individuals and families including but not limited to business owners, retirees, physicians, baby boomers, working professionals, and professional athletes.
Geier Asset Management, Inc. manages assets in excess of $175 million for over 225 clients, and has been a leader in the investment and financial industry since 1991. GAM's unique programs are designed to grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.
GAM has been consistently named by Worth magazine, Baltimore Business Journal, Financial Advisor magazine and others as being among the very best financial advisors in the area.
Geier Asset Management, Inc.
2205 Warwick Way, Suite 200
Marriottsville, MD 21104
Phone: (410) 997-8000
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| Fund Manager
Thomas M. Geier, CPA, CFP®, PFS
Tom Geier, age 56, has more than 25 years of portfolio management, investment, and financial management experience. Tom is Vice President and Chief Operations Officer of the Advisor, Chairman of the Advisor's Committee and has discretionary portfolio management responsibility for all of the Advisor's accounts. Tom graduated with a B.A. in accounting from Loyola University and has taught numerous classes on investment management and financial planning as an adjunct instructor at Seminole State College and Valencia Community College.
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You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 877-747-4268. Past performance is no guarantee of future results. Your fund shares, when redeemed, may be worth more or less than their original cost.
Distributed by Unified Financial Securities, Inc. 2960 N. Meridian Street, Suite 200 Indianapolis, IN 46208 (Member FINRA). |
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