GEOVEST ADVISORS INC

Overview

Geovest Advisors Inc. is a small, privately owned wealth advisory firm that has been registered with the SEC since 1988. The firm focuses on active portfolio management for individuals, families and small businesses, using a fee model that combines a percentage of assets under management and fixed fees. Its stated business activities include operating as a CPO/CTA, indicating the firm either runs commodity/futures programs or manages client exposure to those instruments alongside its equity work. Investment activity is heavily equity-oriented: the firm shows a clear preference for exchange-traded equities as the primary allocation vehicle. That equity emphasis is delivered through discretionary mandates for most clients, suggesting an active management approach that can be customized at the account level. Geovest does not position itself as an ESG specialist and is not structured as a multi-state adviser.

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Location & Offices