Prudent oversight begins with a focus on asset management, preservation, and effective money distribution strategies. Our comprehensive trading platform is built on a foundational relationship and trading privileges with Schwab Institutional. The Getzen Group, Inc. uses state of the art trading and rebalance technologies that allow us to keep your portfolio in check with the allocations that are in accord with your goals and objectives. Successful asset management is about vigilance, preservation and risk management. Today you need a team that has access to world-class investment platforms and that demonstrates character and competence. Since 1995 our firm has enjoyed the opportunity of serving families and friends just like yours, a valued team member is always just a phone call away.