summary | Geode Capital is an investment management firm focused on providing comprehensive wealth advisory and portfolio management services to its clients. The company was founded in 2006 by partners Jim Moffett and John Burbank, who both have extensive experience in the financial industry. Geode offers a range of services, including personalized wealth planning, retirement planning, estate planning, and tax planning for individuals and families. They also offer institutional investment advisory services to endowments, foundations, and other non-profit organizations. The firm takes a disciplined, research-driven approach to investing and seeks long-term capital appreciation while managing risk. Their investment philosophy is built on fundamental analysis of companies, with the goal of identifying undervalued stocks that have strong potential for growth. |