Kewanee, IL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Geneva Partners, LLC
Team
Firm-wide stats for Geneva Partners, LLC
About
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.
Based on Geneva Partners, LLC
Location
210 N Tremont Street
Kewanee IL 61443
Advisors at this office
1
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