Geneva Partners is a fee-only, SEC Registered Investment Advisory firm that provides investment services and comprehensive financial planning to high-net-worth individuals and businesses. We utilize a team approach in developing a client’s investment portfolio by assessing their long-term objectives − analyzing cash flow needs, income tax liabilities, and retirement goals are part of this process. Together, our advisors have more than 100 years of combined asset management experience, and have managed investment portfolios through some of the most challenging times in history.
Company Details
- Founded
- -
- Address
- 772 West Main Street,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- genevapartnersllc.com
- HQ
- Lake Geneva, Wisconsin
Geneva Partners, Llc Questions
Geneva Partners, Llc's website is genevapartnersllc.com
Geneva Partners, Llc's LinkedIn profile is https://www.linkedin.com/company/geneva-partners-llc
Geneva Partners, Llc's industry is
Investment Management
Geneva Partners, Llc's top competitors are
Sql Partners Sa (Squareland Sa),
Sg Capital Management Llc,
Tl Talent Advisors,
University Of Miami Student Managed Investment Fund,
Great Lakes Advisors®,
Greenvale Capital Llp,
Album,
Targetcanes,
Cover All Program,
Longview Asset Management Ltd..
Geneva Partners, Llc's categories are Investment Management
Geneva Partners, Llc's founding year is 2004
