Why should you choose Genesee Valley Trust Company over other investment management companies? Because we’re so much more than an investment management company:
- We deliver totally unbiased, completely objective financial solutions as part of a total wealth management strategy.
- Because we’re independent and don’t sell products, we’re free to apply our proprietary process to find you the best solution.
We take a personal approach to every client:
- An initial, one-to-one meeting helps us gather information about your unique situation and set goals and objectives
- Then we analyze the information to create a custom solution for you, your family, business or not-for-profit organization
- Finally, these strategies are facilitated through our world-class managers who have satisfied our rigorous due-diligence process
- We’re assisted by a Board of successful, local business people who treat you like an owner
Because we’re a local, community-oriented company, we’re more responsive. We’re accountable — we continually monitor performance and revisit your strategy to ensure you’re getting the most from your partnership with us.