Geier Asset Management
yesterday officially threw its hat into the mutual fund arena with the launch of maide offering that focuses on long-term return from income and capital appreciation.
previously reported on (see The MFWire)
the firm's planned Geier Strategic Total Return Fund
, which will be managed by Thomas Geier
, vice president and chief operating officer of Geier Asset Management.
Geier Asset Management is a division of Geier Financial Group, a financial services firm which handles the personal finances of former Baltimore Oriole Cal Ripken Jr. and other baseball players.
The Baltimore Sun
on the launch.
Marriottsville, MD -- Geier Asset Management, Inc. today announced the launch of its debut mutual fund. The Geier Strategic Total Return Fund (GAMTX) emphasizes the investment objective of providing long-term total return from income and capital appreciation, with a focus on absolute return, prudent investment risk, and active management.
The Geier Strategic Total Return Fund currently has $27.5 million in assets, with a minimum investment amount of $1,000. The fund will be managed by Thomas M. Geier, CPA, CFP®, PFS. Thomas Geier is Vice President and Chief Operations Officer of the Advisor, Chairman of the Advisor's Investment Committee, and has more than 25 years of portfolio management, investment, and financial experience.
"We have developed a system of proven core strategies from our more than 25 years of wealth management experience on behalf of our high net worth and professional athlete clients," said Thomas M. Geier, vice president and COO, Geier Asset Management, Inc. "Our new mutual fund incorporates that core strategy into its long-term investment objective to maximize returns and minimize risk."
"We are excited to debut our mutual fund designed to benefit our current and future clients," said Joseph N. Geier, president, Geier Financial Group. "We believe the Geier Strategic Total Return Fund will play an important role in delivering a core holding fund to serve as the foundation of the investor's financial portfolio no matter the market environment."
For more information on the Geier Strategic Total Return Fund (GAMTX) or to request a fund prospectus, please visit www.GeierFunds.com or call 877-477-4268.
About Geier Financial Group
Geier Financial Group is a comprehensive financial services firm located minutes from Baltimore, MD committed to helping improve long-term financial success for its clients. They have established a top reputation among professional athletes, high net worth individuals, families and business owners. Their unique programs developed by a main division of the firm, Geier Asset Management, Inc., are designed to grow, protect, and conserve wealth by delivering an unprecedented level of personalized service and expertise. Geier Asset Management, Inc. has managed millions in assets for high net worth individuals; including professional athletes for more than 20 years. For more information, visit www.GeierFinancial.com.
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