Company Overview
- Headquarters
- 111 East Wacker Drive, Suite 2603, Chicago IL
- Website
- genevapartnersllc.com
- Phone
- (800) 318-4882
- Employees
- 3
- Founded in
- 2004
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$3B
Who is Geneva Partners
Geneva Partners is a small, fee-only investment advisory firm located in Chicago, Illinois. With just three employees, the company focuses on providing personalized financial services to high-net-worth individuals and businesses. Geneva Partners prides itself on its team-oriented approach to investment management. The firm offers investment services and comprehensive financial planning, tailoring each client's portfolio to their specific needs and goals. This personalized approach includes analyzing cash flow requirements, income tax liabilities, and retirement objectives to ensure a well-rounded financial strategy. Geneva Partners distinguishes itself through its extensive experience. The firm's advisors collectively possess over 100 years of asset management expertise, navigating diverse market conditions and demonstrating their ability to deliver consistent results for clients. As a SEC Registered Investment Advisory firm, Geneva Partners operates with the highest ethical standards and regulatory compliance. To learn more about Geneva Partners and its investment solutions, visit their website at genevapartnersllc.com.
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