Geoff is proud of his exemplary regulatory and disciplinary track record and history of handling retail clients for long, trouble-free tenures. He cares deeply about each individual client, is happy to do extra work and will always go the “extra mile” to help achieve desired results. In addition, he has keen insights into the markets from his vast experience, having spent eight years at municipal bond firms Monarch Financial and Emanuel and Co., being the referred broker for several options newsletters and advisories, starting several over-the-counter trading desks and having managed and mentored dozens of brokers. View Geoff’s most recent (CBS TV) interview.
Geoff is available to meet personally with each investor to recommend a suitable asset allocation and specific portfolio that caters to each person’s unique circumstances. Furthermore, it is Geoff’s ability to promptly meet his clients’ needs that has given him a clear advantage over competitors and a long-term reputation for honesty and integrity. In addition to his diverse experience, it is the level of attention lavished on customers that separates him from a typical wirehouse or standard discount broker. Geoff’s clients include other investment professionals as well as some well-respected business and public figures. Privacy is integral and his business has been built exclusively through referrals since the late 1980s.
Geoffrey Kraft, Managing Director