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Financial Advisors


Geneva Advisors is an employee-owned, independent Registered Investment Advisory firm offering equity and fixed income strategies with over $8 billion in assets under management. We work with a variety of intermediary distribution partners including Independent Broker Dealers, RIAs and National Brokerage Firms.

 

Investment Strategies


We believe concentrated portfolios with high active share provide the best opportunity to outperform over a full market cycle.

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The Geneva Team


Equity Portfolio Management
 

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