You want investment portfolio management that focuses on benefitting you, and one that keeps your risks in check. In Southern California, you are assured of that at Geisbauer Wealth Management. We are independent, client-focused and transparent in our investment approach.
No matter the size of your account, we are sure we have an investment portfolio management approach that can make the most of your money. Are you saving for your children's education? Do you want to preserve your wealth for future generations? Are you seeking to boost your retirement income? The time to start is now.
A New Way of Investment Portfolio Management
Gone are the days when you would hold onto a portfolio of retail investments, stocks and bonds forever and hope for the best while your broker earns commissions.
Today there are many assets classes and markets to choose from. We believe in balancing your portfolio with a mix of active and passive investments from many sources. This aims to preserve your money from negative market volatility.
We are Different
What separates our investment portfolio management firm from the traditional brokers is that we broker nothing. We do not work on commission. There are no dangling carrots before us that lead you into poorly fitting choices. As an independent LPL financial planner, we have the freedom to choose what is right for you, and work with you to decide what those are.
Your investments may be spread among stocks, bonds, annuities, active managers and passive vehicles, conservative and alternative investment options, as well as cash holdings. It is a strategy we recommend in today's uncertain market.
We look at:
Your risk tolerance - How much can you afford to put into stocks and other dynamic managers?
Your time horizon - How long until you reach the goals you are saving for, such as college, your first house, marriage or retirement? We can help you plan for all of those important milestones.
Your goals - Do you seek to preserve your wealth for the rest of your life - or beyond, for your heirs to enjoy? We offer estate planning. Is it finally time to get life insurance or look into Medicare? Tim Geisbauer is a licensed agent.
Our investment portfolio management offers you all of those services and more with comprehensive wealth management. It is specifically tailored to you, and monitored at all times with powerful software developed by the independent research organization we use: LPL Financial. Its market intelligence, combined with our acumen and analysis, forms a powerful combination that keeps your interests at the forefront.
Your account is managed at all times and rebalanced regularly.
Your 24-hour secure website access and monthly statements keep you informed transparently.
Our ethics commitment keeps you informed of any fees, activities and conflicts related to your account.
We offer 100 percent disclosure. Isn’t that refreshing?
Is Investment Portfolio Management Right for You?
Perhaps your total assets are modest. You might think you are too “small” an investor for an investment consultant. Nothing could be further from the truth. You deserve the same opportunities and stand more to lose without professional guidance. We welcome you no matter what the size of your account, and treat you with care and respect.
You will be given the same growth opportunities as larger investors and one flat asset management fee. The larger your account value, the proportionally lower the fee gets.
Protecting Your Assets
LPL Financial's membership in the SIPC provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be in cash. For an explanatory brochure, please visit www.sipc.org.
Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000, subject to conditions and limitations.
The account protection applies when an SIPC member firm fails financially and is unable to meet its obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments. This extensive coverage reflects a strong commitment to serving your investments.
The only aim of Tim Geisbauer, MBA, CFP®, and his team is to earn your trust through hard work, loyalty and the freedom to act on behalf of what is right for you. Call today for a free investment portfolio management consultation.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, AZ, CA, FL, ID, IL, NJ, NY, UT