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Profil
Mr. Burwell S.
Geiger, III, is a Managing Director at ACG Wealth, Inc. He has provided investment advice and financial services to professional athletes, entertainers, and families for over 30 years.
He specializes in strategic portfolio allocation, retirement income planning and estate planning.
He was named an Atlanta Five Star Wealth Manager by Atlanta Magazine from 2011 to 2016.
He received his undergraduate degree from Auburn University.
Anciens postes connus de Bert Geiger
| Sociétés | Poste | Fin |
|---|---|---|
ACG Wealth, Inc.
 ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Gestionnaire de Portefeuille-Actions | 01/11/2020 |
Formation de Bert Geiger
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
8
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Auburn University
 Auburn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ACG Wealth, Inc.
ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Finance |
