Georgina Asset Management, LLC (GAM) is an independent investment research and asset management consulting firm that provides unbiased investment advice and supervisory services to institutions and high net worth families. Georgina consultants have been working closely with wealthy individuals, family offices, partnerships, trusts, foundations and public and private companies for over 25 years.
Our investment philosophy is grounded in the belief that a disciplined investment process can systematically exploit opportunistic pricing patterns caused by investor psychology. It is human nature to overvalue or undervalue an asset based on its perceived associated risk (fear) or potential reward (greed).
Our investment philosophy is grounded in the belief that a disciplined investment process can systematically exploit opportunistic pricing patterns caused by investor psychology. It is human nature to overvalue or undervalue an asset based on its perceived associated risk (fear) or potential reward (greed).
Services
Georgina Asset Management, LLC's (GAM) primary role is to provide educational assistance and advice on global investment policy development, strategic asset allocation, quantitative and qualitative investment manager due diligence, evaluation, selection and ongoing performance and risk monitoring. GAM consultants generally meet with clients quarterly and provide regular customized portfolio reports to clients and their advisors.
Perhaps the most important pursuit for us at Georgina Asset Management, LLC (GAM) is to get to know our clients well. In addition to collecting detailed financial information that includes an inventory of financial assets, cash flow and tax status, at Georgina we also want to learn as much as possible about the factors that shape specific objectives.
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