Investment Management

At George Financial Services, we take the trust our clients place in us very seriously. With a team of only two, you can always count on speaking directly with one of us. We are committed to providing unmatched customer service and pride ourselves on our prompt and personalized responses to your questions and concerns. When you choose George Financial Services, you can rest assured that your investments are in good hands.

We are governed by the Investment Advisers Act of 1940 (also called the “Advisers Act”), which holds us to a fiduciary standard. We have a duty of care and a duty of loyalty to our clients. This is a higher standard than the “suitability” standard that brokers are held to.

Managed investment accounts are billed at an annual rate from 0.5% to 2% depending on account size. With fee-based accounts, you know what your costs are upfront.

Charles Schwab is our main custodian for client investment accounts. We chose Schwab because of their user-friendly account access, and the institutional research that is made available to advisers.