Growing Your Portfolio

While Managing Your Risk

Geovest Advisors

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

Bright Side of Life Things are a bit chaotic in the world these days and it’s not just Covid-19.  We’re at the end of a long term economic and social cycle and the imbalances from this cycle need to be rectified before a sense of normalcy will return to our lives.  The history books are […]

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GeoVest Advisors

The Secure Act was signed into law on 12/20/19.  Some key points include: Beginning in 2020 and beyond, removal of the 70 ½ contribution age limit to traditional IRA’s.  However, if you were age 70 ½ or older as of 12/31/19 you are restricted from making a 2019 contribution. RMD (Required Minimum Distribution) on an […]

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GeoVest Advisors

Going Viral The Covid-19 virus changes everything. Our economy is going to morph dramatically thanks to the ineptitude of the Chinese Communist government as well as the slow response by Western leaders. Fortunately, we’ve known for years that our old economy was unsustainable which is why we are far along in planning for how to […]

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