Geneva Advisors
Office phone +1 312-422-****
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Homepage http://www.genevaadvisors.com
LinkedIn Profile https://linkedin.com/company/genev***ent-mana***
HQ Location
United States United States
Geneva Advisors, LLC is an independent investment management firm providing fee-based, customized portfolio management services. Our clients are high net worth individuals and institutions located throughout the United States and the world. The majority of our clients come to Geneva through client and professional referrals. Geneva has more than $7.0 billion in assets under management. The firm is based in Chicago, Illinois with additional offices in San Francisco, California and Dallas, Texas.
We founded our firm with one simple, yet important objective: to help clients achieve their long-term financial goals. We are dedicated to achieving outstanding long-term investment returns and providing the highest level of personalized client service.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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