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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.

 

The Geneva Difference


Geneva Advisors has become one of the leading independent wealth managers1 with a firm culture focused first on meeting the needs of our clients. We take our role as a fiduciary very seriously. By putting your needs ahead of our own, we provide a foundation for trusted and long-lasting relationships.

Culture

Privately-owned and independent

As a privately-owned partnership, Geneva’s direction is not dictated or influenced by outside entities.

We invest alongside our clients

Geneva’s principals and families invest in the same strategies as our clients. We could not recommend an investment to our clients unless we fully trust and believe in it ourselves.

The Client Experience

Clients come first

Our focus has always been to help clients achieve their long-term financial goals through providing sound investment alternatives and the highest level of personalized service.

A team approach

We leverage individual knowledge and skills through a focused, flexible team approach to meet the needs of our clients.

Investment Strategies

Concentrated investment strategies

We believe too many investment positions can hinder a portfolio’s ability to generate strong returns over time. Our portfolio construction parameters typically allow for 20 to 60 companies in each of our investment strategies.

Proven investment track record

Since our firm was founded, Geneva has a proven ability of growing and protecting our clients’ assets, as demonstrated over a range of volatile market conditions.

1Geneva was listed as one of the largest Registered Investment Advisory firms in the country by Financial Advisor magazine.

 

Capabilities


Geneva Advisors offers our clients counsel on a wide variety of financial issues. Our advisors have long-established relationships with a network of talented specialists to whom they can refer. Our services include:

Investment Management

Our firms’ foundational capability has always been, and remains, our expertise in investment management. Geneva maintains a highly-disciplined, research-driven investment philosophy for our proprietary equity and fixed income strategies.

Wealth & Financial Planning

Effective wealth planning is a combination of goal planning and discovery, careful modeling to project outcomes, and finally investment implementation.

Tax Planning

Our advisors provide guidance about which investment strategies are appropriate for your accounts given your tax situation. We collaborate with your accountant to ensure we are meeting your needs.

Charitable Giving

We work with our clients to provide guidance on charitable gifting strategies to help you meet both your philanthropic and tax planning objectives. We can assist in identifying the most appropriate securities for your gifting strategy.

Endowment & Foundations

We provide institutional-caliber investment management to foundations, endowments and other not-for-profit organizations.

Corporate Retirement Plan Solutions

We work with small- and mid-sized companies and help them manage their fiduciary responsibilities with an unbundled retirement plan approach.

 

Investment Strategies


At Geneva, we take the time to understand your unique goals. We then offer objective advice and an asset allocation. We monitor the changing market and economic landscape as we provide our clients financial solutions and identify potential problems that lie ahead.

Geneva challenges the doctrine that investing should be confusing. We offer a clear investment philosophy and transparent account reporting. To keep you informed we provide highly accessible account information including online access to your portfolio holdings and activity.

 

The Geneva Team


We believe a team approach is critical to building and preserving wealth. It allows you to benefit from the knowledge and skill set of a diverse group of individuals and builds a culture of innovation and accountability. Every member of the Geneva team has a unique perspective, developed over years of industry experience that is applied towards a common goal.

Investment Advisors
 

Perspectives


Click the links below to access recent publications that share our thoughts on the equity and fixed income markets, as well as our perspective on various investment and wealth planning topics.

 
 

Contact Us


If you are interested in learning more about Geneva Advisors, please provide your contact information in the form below. We would be happy to share more about our investment philosophy, performance track record and how we work with private clients.

 
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