A complete list of active advisors currently associated with Geneva Partners, LLC
Warmer can help you find a great advisor at Geneva Partners, LLC or one who fits your needs even better.
Geneva Partners is an SEC‑registered advisory firm that manages about $423.6 million for roughly 550 clients. The firm provides discretionary investment supervisory services and individual portfolio management for a mix of individual (both non‑HNW and high‑net‑worth) clients, charitable organizations, and retirement plans. The firm tailors investment policies through client interviews and uses both fundamental and technical analysis to implement long‑ and short‑term strategies, trading on a discretionary basis and reviewing accounts at least monthly. Geneva Partners uses a broker‑custodian platform that supplies trading, custody, and research support and provides quarterly performance reporting to clients. A distinctive feature is an affiliation with an outside accounting practice: one representative operates an accounting business that provides tax and accounting services to some advisory clients, and the firm sometimes pays that accounting firm for tax preparation work. Additionally, several representatives are licensed to sell insurance products and the firm does not vote client proxies, leaving proxy voting responsibilities to clients.
To learn more about the advisors currently working at Geneva Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Geneva Partners, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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