You have goals and priorities for your business capital, The Getzen Group will recommend effective asset allocations to help preserve your accounts and create the greatest amount of liquidity minimizing your risk. We will show you how to increase the effectiveness of your capital while maintaining complete access in the form electronic transfers as needed. The Getzen Group has vast experience in helping companies formalize an appropriate goal based asset mix to increase return on capital accounts that require liquidity. Get your company assets working at their highest level, over the course of your business, it could make that necessary difference in your success.
These are the services we offer to businesses:
- Investment Management Services
- Fixed Income Portfolio Management
- Investment Consulting Services
- Insurance Management and Consulting Service
- Retirement Plan Consulting Services
- Succession Planning
Additional specific information can be found below or in our firm ADV part 2 available upon request.