The Getzen Group, Inc.

Overview

The Getzen Group, Inc. is an independent registered investment advisory firm organized as a corporation with an individual owner. Its stated client focus is individuals and families; advisory services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm also operates as an insurance broker and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. On the investment side, The Getzen Group favors equities and uses separately managed account (SMA) structures. A meaningful portion of its equity exposure is in non-exchange traded holdings rather than listed securities. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator.

Assets & Accounts

Investments & Alternatives