Investment Management

At Genesee Valley Trust Company, we know that every investor is different.  That's why we get to know each of our clients on a personal level.  We use a consultative approach to help identify an optimized asset allocation to create the best solution for your financial situation:

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, institutional investment managers:

  • Using our proprietary "manager-of-managers" investment process, we identify a stable of asset class investment 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 

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

 

Genesee Valley Trust Company is a local firm providing Trust and Estate, Investment Management and Retirement Services to individuals, businesses, and not-for-profits in the Rochester Area.