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.