The new corporate identity connects the company’s extensive suite of technological capabilities with its history of strength and curiosity.
Despite a challenging environment for the industry, the firm has experienced a double-digit year-over-year growth rate in total assets.
GeoWealth President Colin Falls was interviewed last week about the criteria and processes advisors use to find the right TAMP partner.
While high inflation, market crashes and pandemics can all create short-term disruptions, permanent portfolio downside tends to be of our own making.