Private Wealth Management
Geneva Advisors is a private, independent investment management firm offering a broad array of equity and fixed income strategies with over $7 billion in assets under management. Our firm was founded on the belief that financial advice should be independent and unbiased and we hold ourselves accountable to this every day.
We are dedicated to achieving strong long-term investment returns and providing the highest level of personalized client service. Our primary objective is to help our clients achieve their long-term financial goals through: independent advice, highly personalized service, and tailored investment strategies.
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