Georgina Asset Management | About Us | Georgina Asset Management, LLC

About Us

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. GAM derives 100% of its revenue directly from its clients; none from rebates, soft or hard dollar trading commissions or open-platform user fees. GAM seeks to eliminate all conflicts of interest that could influence the firm from delivering unbiased advice or limit the scope of investment managers or products it recommends.


History

Georgina Asset Management, LLC was established in year 2000 as a Registered Investment Advisor (RIA) with the Securities and Exchange Commission. Robert H. Lipp, GAM’s Founder and Managing Principal, was as a Principal of Sanford C. Bernstein & Co., Inc. Investment Research and Management from 1987-1999 and a Senior Financial Advisor in the firm's Family Wealth Group. GAM is 100% privately owned by its employees.


Our Mission

“To continually educate clients to make well informed investment decisions that are not only financially prudent but also emotionally tolerable during difficult market environments.”

Most investors overestimate their tolerance to risk; often letting their egos get in the way. When long-term performance and risk characteristics are viewed in a theoretical context, conclusions as to how much to allocate to specific asset classes and the types of vehicles to invest in seem obvious. However, when faced with real life uncertainty and stress that results from difficult market conditions, investors often make changes to their detriment. It is our job to continually educate, reinforce and adjust a client’s investment plan so they sleep comfortably with their investment choices and realize the long-term benefits. GAM draws on the vast resources and experience of the global investment management community to help keep clients on track and optimize the return on their assets.


Investment Approach

We believe that financial and emotional discipline is essential to achieving long-term investment success. Each client has a unique financial and emotional profile. From the initial educational phase which forms the foundation of investment policy development, through manager selection and plan management, it is essential to perform ongoing due diligence and maintain the highest level of communication and client service to best position a client to realize their investment objectives.