Growing Your Portfolio

While Managing Your Risk

About Us
GeoVest Advisors

GeoVest Advisors, Inc. is a fee-based, investment advisor registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940. We manage individual portfolios of marketable stocks, bonds, and money market instruments to the specific parameters of our clients. Clients include financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts.

GeoVest Advisors

“Perspective allows an investor to forecast the effect after the cause. It allows the investor to understand how bad and good news is not always what it seems.”

News & Insights

GeoVest Advisors

Red Lining the Economic Engine A classic television commercial from my youth for motor oil showed the tachometer of a car that was revved up past its red line that subsequently stalled.  The commercial was designed to convince car owners to change their oil more frequently – and to use Quaker State Motor Oil.  Tachometers […]

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GeoVest Advisors

The World is a Market Shakespeare gave us this famous line in his play “As You Like It.”  “All the world’s a stage, and all men and women merely players.  They have their exits and their entrances; and one man in his time plays many parts.”   I would like to amend that quote for today […]

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GeoVest Advisors

Barriers to Exit The great Harvard professor Michael Porter coined the term “barriers to exit” in his groundbreaking book “Competitive Strategy” which taught a generation of young analysts how to analyze industries and companies.  Written in 1980, it is the one book that has influenced my work more than any other.  “Barriers to exit” refers […]

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