Broker Check

Investment Advisory Services

Geneva Partners is a fee-only, SEC registered investment advisory firm that provides continuous advice regarding the investment of funds based on the needs of the client. We develop a customized investment plan through personal discussions in which goals and objectives are established. During our data-gathering process, we determine the client's objectives, time horizons, risk tolerance, and liquidity needs. We also take into consideration a client's prior investment history, as well as family composition and background. We then create and manage, on a discretionary basis, a portfolio based on that information.

Geneva Partners is service oriented – not sales oriented. 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, distinguishes Geneva Partners as a genuine, client-focused firm.