Business Details
39 Years
experience
Trusted Investment Advisers in Fairport, NY
Geo Vest Advisors is a fee-based investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Since 1987, we have specialized in managing individual portfolios of marketable stocks, bonds, and money market instruments tailored to clients' specific parameters. Our client base includes financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. We prioritize disciplined investing, emphasizing risk versus reward to deliver long-term results. Our approach combines global economic analysis, business cycle insights, and proprietary research to anticipate market opportunities and risks.With over $213 million in assets under management, our team brings 120 years of combined portfolio management experience in volatile markets. We believe active client engagement in understanding investment strategies enhances their ability to navigate market fluctuations. Our commitment to constant improvement ensures sophisticated account management and direct access to decision-makers. We serve clients from our Fairport, New York office, maintaining a focus on transparency, education, and client-centric solutions. Our principals have decades of experience in investment banking and portfolio management, reflecting our dedication to excellence.
Services
Equity Management
Fixed Income Management
Balanced Account Management
Insurance Industry Services
Financial Industry Services
Consulting Services
Details
- Year established: 1987
Highlights and features
- We employ a disciplined approach to investing, compensating clients for assumed risks.
- Our global economic analysis anticipates market opportunities and risks.
- Clients gain direct access to decision-makers and sophisticated account management.
- Our team brings 120 years of combined experience in volatile markets.
- We prioritize client education to enhance understanding of investment strategies.
Associations and certifications
- U.S. Securities and Exchange Commission (SEC)
What people say
Disciplined investment approach
Transparent communication
Long-term growth focus
Experienced team
Tailored solutions
Services
Equity Management
Our equity management combines financial statement analysis, proprietary industry models, and macroeconomic insights to identify stocks with outperformance potential. We assess risk profiles and market dynamics to build portfolios aligned with client goals. This service caters to investors seeking growth through strategic stock selection.
Fixed Income Management
Fixed income management focuses on high-quality bonds with constant monitoring of economic changes. We aim to deliver consistent long-term returns by balancing risk and yield. This service suits clients prioritizing stable income streams and capital preservation.
Balanced Account Management
Balanced accounts integrate equities and bonds based on economic cycle analysis. We offer two tailored strategies to meet diverse risk tolerances and financial objectives. This service is ideal for clients seeking diversified, adaptive investment solutions.
Consulting Services
Our consulting services include portfolio analysis, asset allocation reviews, and asset/liability management. We collaborate with clients to refine investment policies and strategies. This service supports institutions and individuals in optimizing financial decision-making.
Financial Industry Services
We assist financial institutions with investment policy development, economic trend discussions, and compliance reporting. Our expertise supports boards and management in strategic planning. This service addresses complex institutional needs with tailored solutions.
People
Robert E. Reeves
President
Robert E. Reeves, President of Geo Vest Advisors, has over 30 years of experience in finance. He previously managed portfolios at Security New York State Corp. and Prudential Securities. Reeves holds an MBA from Wharton and a BA from the University of Rochester.
David J. Upson
Vice President
David J. Upson, Vice President, brings extensive investment management experience from Prudential Securities. He holds a BS in Finance from Syracuse University and is a former president of the CFA Society of Rochester.
Philip M. Byrne
Chief Investment Officer
Philip M. Byrne, CFA, serves as Chief Investment Officer. He specializes in financial services and healthcare analysis. Byrne holds an MBA from the University of Rochester and is a Chartered Financial Analyst with expertise in economic research.
Michele Krug
Vice President and Manager of Operations
Michele Krug, Vice President and Manager of Operations, has over 20 years of trust and portfolio management experience. She previously worked at Bank of America and Fleet National Bank, managing institutional accounts.
Paul Hurley
Vice President
Paul Hurley, Vice President, is a wealth management executive with expertise in private banking and asset management. He holds an MBA from the University of Rochester and has served on the Make A Wish Foundation board for 20 years.
Questions
What services does GeoVest Advisors offer?
We provide equity management, fixed income management, balanced accounts, consulting services, and institutional financial support.
How does GeoVest manage investment risk?
We use global economic analysis, business cycle insights, and proprietary research to balance risk and reward in portfolios.
What types of clients do you serve?
We work with financial institutions, charities, pension funds, and individual investors seeking tailored strategies.
How long has GeoVest Advisors been in business?
We were established in 1987 and have over 35 years of experience managing investments.
Can I access my investment portfolio online?
Contact us directly for details on portfolio access and client portal availability.
What makes GeoVest Advisors unique?
Our disciplined approach, 120 years of combined team experience, and focus on client education differentiate us.
