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Our Process

<strong>Fee-Only Investment Advisors</strong>

Fee-Only Investment Advisors

The world of investment advice is plagued with conflicts of interest, hidden fees, obscure disclosures, and an overall lack of transparency. As a fee-only investment advisor operating under the Investment Advisers Act of 1940, Geneva Partners is legally obligated to serve in a fiduciary capacity, provide upfront disclosures, and adhere to the duty of loyalty and care to our clients.

<strong>Portfolio Management</strong>

Portfolio Management

The benefits of diversification diminish with each new business that is added to a portfolio. We invest in companies in economically attractive industries, but we won’t dilute a portfolio by including companies that fail to meet their ongoing cost of capital just for diversification’s sake. Utilizing this approach, we believe we can grow wealth diligently over time and avoid behavioral pitfalls that tax results.

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