Jeffrey Greer's Contact Details

Jeffrey Greer's Company Details

Noesis Capital Management

Boca Raton, FL, US • 20 - 49 Employees
Financial Services

Noesis Capital is a registered investment advisory firm based in Boca Raton, Florida. We offer comprehensive wealth management services to approximately 300 families and institutions in 33 different countries. Since the firm's founding in 1995, we have been committed to establishing a world-class investment management team while maintaining an environment that fosters close relationships with the clients we serve.COMBINING OUR KNOW HOW WITH THE DESIRE TO KNOW YOU:We believe our firm is unique in that we have the necessary resources to properly manage wealth within a firm that is still small enough to where each client is significant. Our research department includes team members from Asia, Europe and North America, which allows us to more fully comprehend modern financial markets. Our investment decisions are based on our own original research efforts as well as external research published by leading industry analysts.Noesis places a high value on learning and invests heavily in the ongoing education efforts of our employees. The firm's 13 professional staff members collectively hold 3 Chartered Financial Analyst designations, 5 Certified Financial Planner designations, 2 Certified Public Accounting designations, 1 Certified Investment Management Analyst designation, and 5 advanced degrees.The purpose of assembling this team is to better meet the needs of our clients. Ensuring that we do so requires that we form close relationships with each individual and organization we serve. Our firm has 1 professional staff member for approximately every 40 client relationships, giving our team the opportunity to deliver the benefit of our know how effectively to each client.