Resource Library

Genesee Valley Trust's Resource Library provides you with reliable financial education and advice that include GVT's quarterly newsletters, articles authored by our own financial experts, and insights on our institutional investment managers. 

2017 Tax Planning Guide

The 2017 Tax Planning Guide, for both individuals and business owners, explains how taxes fit into your financial picture:

Tax Planning Guide 2017
  • suggests strategies that can help lower your federal income-tax liability 
  • includes helpful explanations of important individual and business tax provisions
  • examples of how the rules work


Just Launched: InnoVue - Your Online Wealth Reporter

We have recently upgraded to a new wealth reporting system that supports the changing needs of our clients. To bring you this service, we’ve partnered with a nationally recognized and innovative leader in wealth management technology.

Features of InnoVue:
  • Real-time account information
  • Simplified menu navigation
  • Expanded investment details
  • Enhanced security measures
  • Online password reset capability

Learn more about InnoVue.

GVT Quarterly Newsletters

Investment Update is Genesee Valley Trust's quarterly newsletter providing ongoing education on a variety of financial topics:
  
GVT newsletter

 

Investment, Economic & Market Resources

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Retirement Services & Business Owners

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Estate Planning & Not-For-Profit's

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Investment Advisory Group & GVT Team 

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