Diversified Portfolios.
Insightful Guidance.
Building investment portfolios that balance return with a level of risk that won’t keep you up at night
Investment Solutions & Advisors
Preserve principal. Maintain purchasing power. Manage risk. Finding the right mix of investments to help you achieve these basic tenets of investing takes time and knowledge of the financial markets.
Whether you want a wealth management advisor who manages every aspect of your portfolio, collaborates and coordinates with your existing advisory team, or simply a certified investment advisor that serves as a sounding board for your decisions.
And we believe in full transparency. Working with our investment management advisors, you’ll always know what we’re doing at each stage of the process and why.
At GestInvest
Our Private Market Advantages
We offers investment opportunities in private equity, private debt, physical real estate, and venture capital. Discover how we meet the challenges of accessing top-tier managers and securing investor-favorable terms.
Putting Your Money to Work for You
Investing is a commitment to your future. It’s a way to grow and preserve what you’ve earned. Our disciplined investment process helps ensure your portfolio is positioned to withstand changing market and economic conditions.
Setting Your Objectives
At GestInvest, conversations drive recommendations, not the other way around. We want to know you as a person and as an investor. Understanding your passions, concerns, needs for today, and plans for the future is the cornerstone of designing your investment strategy.
Creating Your Investment Policy Statement (IPS)
Based on our conversations, we’ll draft your personal IPS. Think of it as a road map for your investment decisions. It outlines the purpose of the funds, planning considerations, your target asset allocation profile, and any investment restrictions or preferences. For example, your IPS might contain a provision about your desire to invest in socially responsible companies.
Constructing Your Personalized Portfolio
Using your IPS as our guide, we evaluate different active and passive investment solutions and select the investment managers that offer the most potential return for your desired level of risk. Where appropriate, we also identify alternative and private investment opportunities. Our size as a national investment advisor enables us to secure the most competitive terms and pricing for you.
Managing Your Investment Portfolio
Shifting goals. Extreme market volatility. Inconsistent investment manager performance. All have the potential to throw your portfolio off track. We monitor and benchmark your investments, meet with you regularly, and recommend adjustments as needed to help ensure this doesn’t happen.
Help center
Got a Question?
Get your Answer.
Quick answers to questions you may have. Can’t find what you’re looking for? Get in touch with us.
Investment Solutions
Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.
Estate & Gift Planning
Our sophisticated estate and wealth transfer strategies help you preserve your legacy while minimizing tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.
Financial Planning
Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.
Insurance Planning & Risk Management
Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.
Tax Planning & Preparation
We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.
Family Office
Our family office services free you to focus on what matters most, providing a coordinated team of specialists dedicated to preserving, growing, and protecting your family’s prosperity.
Business Owner Advisory
We work with owners of privately held businesses to help them create and execute transition plans that provide a seamless and successful exit for themselves, their families, and other stakeholders.
Marital Financial Planning
Divorce marks the end of marriage but also the start of your new life. We can help you navigate the financial challenges of divorce and embrace the opportunities for building a thriving, secure future.
Cross-Border Financial Planning
Just because your professional life is international doesn’t mean your financial life has to be complicated. Cerity Partners has extensive knowledge of U.S. and global tax laws and regulations, and we will work with you to preserve and grow your wealth here and abroad.
Let’s Collaborate with Us!
Whatever you want to do, do it without limits with GestInvest.
To find out more about investing with us and the long-term perspective we bring please get in touch with our team.
