Customized Wealth Building Strategies For Investors
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Customized Wealth Building Strategies For Investors. Gary Geraci , President | 617-242-1025 | [email protected] About Geraci Capital Management . Provides clients with discretionary and non-discretionary financial advisory services

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About Geraci Capital Management

  • Provides clients with discretionary and non-discretionary financial advisory services

  • Located at 23 Cook Street, in Charlestown, MA

  • Founded as an LLC in June 2009 by Gary Geraci and is recognized by the Mass State Securities Board as a Registered Investment Advisor

  • The company specializes in top-down, tactical asset allocation

  • Scottrade is the primary broker and custodian, providing clients with accounting, tax, and account maintenance services

  • Assets are also managed at secondary broker and custodian locations, including TD Ameritrade, Fidelity, and Charles Schwab

Gary Geraci, President | 617-242-1025 | [email protected]

About the Investment Manager

  • Gary Geraci is the President and Investment Manager at Geraci Capital Management

  • His investment management style is best described as ‘value oriented’ and ‘contrarian’

  • The manager believes that markets are inefficient, often mispricing asset values, providing investors with potentially market beating risk adjusted returns

  • He invests based on the fact that we are in a secular bull market in hard assets. The manager also believes that coincident worldwide policy error is a high probability future event due to ongoing interest rate repression, exploding sovereign debt levels and money printing, which requires a tactical and highly selective approach to the asset allocation process.

  • Mr. Geraci has nearly 2 decades of financial services experience, most notably holding positions as a founder and CFO of a venture backed Internet company, and as a founder and President of an Investor Relations consultancy

  • Previously licensed Series 7 and 63 for a position at a securities brokerage firm

  • Mr. Geraci received an MBA with a concentration in finance from Bentley’s McCallum Graduate School of Business in 1999

  • Mr. Geraci received a Bachelor of Arts degree with a major in political science and minor in economics from the University of Rochester in 1994

Gary Geraci, President | 617-242-1025 | [email protected]

Client Benefits

  • Low Cost Fee Structure:

    • Fees are limited to a percentage of assets under management for discretionary accounts or based on a pre-negotiated flat fee for non discretionary, advisory services

    • No commissions, loads, or distribution fees ever charged by Advisor

    • Discounted transaction costs on trades charged by broker

    • Individual security and ETF selection whenever possible, for low cost, and efficient investing

  • Peace of Mind – Client assets are held at Scottrade, an SIPC insured, well known financial institution with 3 decades of operating history

  • Conflict-free Counsel

  • Unparalleled Client Services

  • Continuous Access to Market Moving Financial Information:

    • Market Navigator investment newsletter

    • Periodic Inter-quarterlyupdates on tactical investment ideas

    • Quarterly portfolio updates, providing clients with explanations involving additions and deletions to managed portfolios

Gary Geraci, President | 617-242-1025 | [email protected]

Company Differentiators

  • An economically efficient and low cost transaction model

  • Top-Down (macro), Tactical Asset Allocation

  • A contrarian, value oriented, and opportunisticviewpoint of the investment process

  • Flexibly tailored portfolios to meet client risk profiles:

    • Long and short strategies

    • Portfolio insurance and alternative investments, including precious metals, foreign currencies, and commodities

    • Laddered fixed income portfolios

    • Balanced portfolios

    • Concentrated sector focused portfolios

    • A rifle as opposed to shotgun approach to investing

Gary Geraci, President | 617-242-1025 | [email protected]

Sampling of Prior Tactical Calls

  • Purchased a basket of undervalued dividend paying, US multi-national equities yielding over 5%; Q4 2009, Market Navigator

  • Identified a buying opportunity in NYMEX crude and increased positions in undervalued foreign oil stocks; May 18, 2010, Inter-Quarterly Update

  • Increased holdings of gold and gold stocks, platinum and silver; February 17, 2011, Inter-Quarterly Update

  • Profitably reduced silver positions prior to 35% correction. Subsequently re-built positions; May 6, 2011, Inter-Quarterly Update

  • Reduced equity positions while increasing short exposure; May 16, 2011, Inter-Quarterly Update; eliminated virtually all short positions in September 2011, prior to S&P’s 15% rally into year end

  • In a March 16, 2012 Inter-QuarterlyUpdate, I alerted subscribers that the bond bond market was about to top out, approximately 4 months prior to occurring

  • In a July 29, 2013 Inter-QuarterlyUpdate, I alerted subscribers that we were entering a new period of economic stagflation and provided investment ideas as to how investors might prosper accordingly

Gary Geraci, President | 617-242-1025 | [email protected]

Targeting Investable Trends

  • The gradual disintegration of the US Dollar’s reserve currency status and its de-emphasized central role in the international monetary system. The collapse of the post Breton Woods global currency regime and the rise of monetary assets.

  • The impact of currency debasement and competitive devaluation on the investment landscape

  • The financial market impact of worldwide demographic shifts, climate change, depletion and commodity supply shortages

  • The unintended consequences of misguided government fiscal and monetary policies leading to potential policy error, including funding and currency crises

  • The destabilizing impact of money printing on trade patterns, living standards, civil obedience, and geopolitical stability

Gary Geraci, President | 617-242-1025 | [email protected]