Investment and Wealth Management

Our investment professionals act as your Chief Investment Officer, providing you with an institutionalized investment experience, establishing your asset allocation strategy, and managing your portfolio with the goal of protecting and growing your wealth.

Building on this framework, our experienced advisors help you make informed decisions by utilizing our interactive planning technology to develop customized wealth forecasts and comprehensive financial plans.

Investment Management

  • Tailored portfolio construction
  • Portfolio management
  • Consolidated reporting
  • Comprehensive investment opportunities

Strategic Financial Planning

  • Dynamic wealth forecasts through Geller Planning Solutions
  • Wealth transfer strategies
  • Pre-transaction planning
  • Trust and estate administration
  • Philanthropic planning
  • Succession planning
  • Nextgen education and financial training

Investment Advisory Services1

Our Investment Management Team brings their collective institutional knowledge and experience investing over multiple market cycles, combined with access to well-established investment managers and an understanding of traditional and alternative assets classes, to Geller’s personalized family office setting. This knowledge and experience informs everything that we do—from investment policy setting and portfolio construction, through investment manager due diligence and reporting and benchmarking.

We believe that our robust infrastructure and experience—delivered through a sophisticated, planning-based approach customized to a client’s goals and needs—provides a beneficial investment experience for individuals and families of exceptional wealth.

Boutique Service Experience

  • Direct interaction with our Investment Team
  • Portfolios designed and constructed to your specifications
  • Access to alternative investment opportunities
  • Investment Team of experienced portfolio managers
  • Collaboration with your additional advisors

Institutional Infrastructure & Capabilities

  • Highly experienced team, from all parts of the investment universe
  • Broad range of investments and research
  • Range of professional competencies, including tax, research, and analysis
  • Institutional consolidated reporting
  • Technology-enabled platform

Alternative Investment Platform

We believe in maintaining a diversified portfolio inclusive of traditional and alternative investment opportunities. Our investment vehicles seek to solve the challenges we believe exist in this space and provide access to opportunities—including invitation only or limited access opportunities.

  • Hedge funds
  • Private equity
  • Real estate
  • Venture capital

Plan with Confidence

Develop a comprehensive wealth strategy that aligns with your financial objectives, including investment, tax, philanthropic, and wealth transfer strategies.

Our Chief Investment Officer

Our Chief Investment Officer Rob Wedeking brings extensive experience investing in a wide variety of traditional, hedge fund, and private equity investment vehicles. He has deep expertise in the areas of asset allocation, portfolio structuring, manager due diligence, and risk management.1