About Geneva

Geneva Advisors is an employee-owned, independent Registered Investment Advisory firm offering equity and fixed income strategies with over $7 billion in assets under management. The strength of our investment approach derives from portfolios that are concentrated, high-conviction, and benchmark agnostic. Since its founding in 2003, Geneva has grown to one of the leading boutique investment managers in the U.S.


Our History

Geneva Advisors was founded on the belief that investment management decisions should be objective and unbiased. Our team remains true to our original investment philosophy and disciplined process.


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