Geoff is a wealth manager who has spent decades in the financial industry in various capacities, seeing the good, the bad, and the ugly.
I recently read his book, Low Risk Rules, which is a manifesto outlining his approach.
The book is geared to entrepreneurs investing significant sums of money, family offices, and investment professionals.
High level, Geoff thinks that these folks make investing too complex, preferring odd, elaborate, and expensive schemes over liquid, low risk companies. He is very much a believer in buying high quality businesses and holding for the long haul.
Links
Geoff Saab’s website.
Low Risk Rules, the book outlining Geoff's investment philosophy. https://www.amazon.com/Low-Risk-Rules-Preservation-Manifesto-ebook/dp/B0B2FJKZZ7
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Geoff Saab: Low Risk Investing