Taxes

• Charitable Giving
  Charitable Giving - Create gifting plans to effectively and efficiently help charitable causes that you care about most.
• Estate Taxes

Investment

• Wealth Management
  This site is published for residents of the United States only. Geneos Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Geneos office for information and availability. Links are being provided for information purposes only. Geneos is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Geneos Wealth Management is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Planning

• Retirement Planning
  In addition to addressing simple issues such as mortgages and insurance, we can help to resolve more complex problems for clients, like investing for growth or estate tax and retirement planning.
• Asset Management
  By combining our current economic outlook and our macro-market expectations, a basic portfolio allocation is devised utilizing major asset classes. Macro-market assumptions often determine not only broad asset allocation, but the focus and type of strategy implemented, whether it be an index strategy, managed strategy, or tactical/hedge strategy. Finally, specific vehicles and managers are selected to implement your tailored investment portfolio.