WEALTH IS NOT
JUST FOR THE 1%
Anyone should be able to pursue wealth – no matter their income or assets. We help hardworking Americans reach financial freedom.
Our clients are the backbone of the American economy:
from nurses and teachers to Veterans and farmers,
engineers, and barge captains.
We’ve built our company to be a support for working families like ours, a guide for people trying to build their own fortune, and a path to financial freedom for every hardworking American.
YOU CAN
BUILD
WEALTH
We break down building wealth into a few straightforward steps. A good starting point is to work with us to understand your financial horizon and your investment possibilities.
WHO WE ARE
We are an independent investment adviser that treats
clients like family.
Geddi Capital is intentionally “boutique.” It allows us to
know each of our clients like they’re real people, not data
points. We personally invest in the same investments we
choose for our clients. We manage family members’ life
savings. We practice what we preach.
WHY WE’RE UNIQUE
HOW AND WHAT
WE BUILD
Our main strategy for building your wealth is active investing. We focus on capturing performance when the markets are doing well and reducing exposure when they’re not.*
WE ARE A
FIDUCIARY
ADVISOR.
WE ARE
We are legally obligated to act in the
client’s best interest.
WE ARE
NOT
We are not insurance agents or
broker/dealers. We do not earn commissions.
We do not sell investment products to clients.
DID YOU KNOW?
Many financial advisors outsource their investment advising services to a separate firm.
At Geddi Capital, our financial planning and our portfolio management are done by us. We are our own registered investment adviser.