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<strong>Investment Advisory Services</strong>

Investment Advisory Services

Geneva Partners is a fee-only SEC Registered Investment Advisory firm that provides financial guidance based on the needs of the client. We develop a customized investment plan based on the client's objectives, time horizons, risk tolerance, and liquidity needs. The client’s investment portfolio is then managed on a discretionary basis utilizing that information.

Our ongoing attention to the composition and performance of the client’s portfolio, our frequent communication, and the long-term relationship we strive to develop distinguish Geneva Partners as a genuine, client-focused firm.

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