Every investor is different. That's why we reject a cookie-cutter approach to investment management. We get to know each of our clients on a personal level and treat you as an owner. Genesee Valley Trust Company is independent and unbiased so we deliver the best financial solutions. We are locally owned and provide responsive, personal service.
Our experience has allowed us to create our own proprietary "managers-of-managers" model. We use a consultative approach to help identify the best managers and create the best solution for your financial situation, Here's how it works:
1. We conduct a personal, on-site meeting with you to:
- Gather specific information about your situation
- Set goals and objectives
- Determine your investment timeline
- Assess your propensity for risk
2. Using this information, we create an optimized, personal investment strategy to meet your goals and objectives.
3. We carry out this strategy through proven, world-class managers:
Using our proprietary process, we identify a stable of All-Star managers
From this stable, we select the most appropriate managers to meet your goals and objectives
We conduct ongoing peer group evaluations and monitor progress to ensure top performance
4. We work closely with your other advisors, integrating your strategy and maximizing your success.
As your personal situation changes, we revisit your investment strategy at regularly scheduled intervals to help you adapt to market changes -- and life changes.
Click here for the Asset Class Returns