THE GETZEN GROUP, INC.

Overview

The Getzen Group, Inc. is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm leans toward equity-centered portfolios and appears comfortable holding non-exchange traded equity positions, indicating an appetite for concentrated or privately negotiated equity exposures alongside more conventional holdings. Advisory services extend beyond individuals to include small businesses and institutional portfolios, and the firm also operates as an insurance broker, integrating insurance solutions into its planning work. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and also uses hourly and fixed-fee engagements for planning or advisory projects. The Getzen Group is not positioned as a capital allocator in the sense of running commingled funds, but it does place client capital with third‑party alternative managers when appropriate. The firm does not identify as an active ESG investor and limits its regulatory footprint to a single-state operating model.

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Public Holdings

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Location & Offices