Geder Investment Management, Inc.

Overview

Geder Investment Management, Inc. is a small, independent registered investment adviser owned by an individual that focuses on serving individual and family clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its compensation model combines a percentage-of-assets fee with hourly charges, and it operates as a single-state adviser that does not identify as an ESG investor. Investment activity is tilted toward publicly traded equities. Exchange-traded positions are the dominant holding type, which indicates a preference for liquid, tradable securities that can be implemented through either ETFs or individually managed positions. Given the firm’s size and service offering, portfolios are likely built with a mix of customized separately managed accounts and pooled products to accommodate both tax-sensitive and institutional-style needs for smaller family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices