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 individual 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 individual objectives, time horizons, risk tolerance, and liquidity needs. We take into consideration a client's prior investment history, as well as family composition and background, and manage these accounts on a discretionary basis. We then create and manage a portfolio based on that information.
Geneva Partners is service oriented – not sales oriented. Our ongoing attention to the composition and performance of your portfolio, our frequent communications with you, and the long-term relationship we strive to develop, distinguishes Geneva Partners as a genuine, client-focused firm.
By utilizing the most advanced software, Geneva Partners offers comprehensive financial planning to our clients to determine if future financial goals can be met. We work with our clients to establish life goals, determine assets and liabilities, and assess current financial positions. Our planning also includes knowledge and consideration of our client’s future wealth transfer plans, estate plans, and future expense levels. This process allows us to develop a comprehensive financial plan – that is monitored and adjusted as needed – to ensure a smooth transition through life’s financial phases.