Portfolio Management

We actively manage brokerage accounts and IRAs with a focus on building resilience for your savings.

For those blessed to have employer-sponsored retirement plans, we have the capability to manage these accounts using our active investing strategy applied to whatever funds your employer makes available.

To keep this type of investment service accessible, our management fee is 1% and our clients receive financial planning at no additional cost.

Retirement Planning

When our parents were hoping to retire, a chain financial advisor told them, “You can’t retire- you should have been saving more.”

With Geddi Capital, everyone has the right to retire and no shaming is allowed.

There are realistic ways to make retirement possible and each personal situation is different. We can think through the hard parts for you and then with you, create a retirement plan that allows you to live the life you want, leaving behind the legacy you desire.

Student Loans

The average student loan balance in America is $40K. How can you build savings while having a monthly loan payment on top of rent and a car payment with an average-paying job?

Student loan debt can be crushing- we’ve been through it too. We provide free student loan analysis to show you ways that let you pay down debt while still living a life.

Financial Planning

We really enjoy this process. Each financial plan is a personalized labor where we conduct a comprehensive analysis of your present financial position and produce a potential financial future with complete steps on how to get there.

We take into account more than just your income and expenses. Since money is such a personal topic, our first step in financial planning is understanding you.

Old 401(k)s

Did you know you can move your retirement account from your old employer into an actively invested account?

This process is called a “rollover” and it doesn’t trigger any tax consequences.

Often, the rollover process is extremely opaque. We help people get access to those hard-earned savings by:

• Serving as an advocate for you
• Conference calling with old 401k custodians
• Completing financial paperwork

Say NO to Annuities

Will annuities beat inflation? They historically underperform stocks… They are an old-school financial trap that keep middle-class people in the middle class. There are investment alternatives to annuities for similar investment objectives with greater liquidity and agency. We urge you to consider them ASAP. Seriously.