Geneva Partners offers investment management services focused on measurable growth and preservation of capital, self-described as providing comprehensive advice to guide clients through challenging times.

Geneva Partners

Geneva Partners, LLC | 38 followers on LinkedIn. 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.

Geneva Partners, LLC

Dean Schwefel, CFA revisits his article Ford vs. Ferrari - Brand Power Meets Horsepower in his latest blog: https://lnkd.in/gPwHeBGS

Investors tend to focus on stocks due to their higher return profiles and volatility of results. We also believe fixed income is a valuable part of a balanced portfolio. Click to read Dean Schwefel, CFA 's latest blog. https://lnkd.in/grTbJCum

A new year is a chance to start fresh, regardless of the prior year’s up or down return. All too often, investing is portrayed as some sort of crystal-ball affair with no rhyme or reason as to how stocks behave. Let’s examine where returns come from so we can isolate the source of performance and use that to make rational investment decisions going forward. Click the link below to read Dean Schwefel, CFA 's latest blog post, "Where Do Your Investment Returns Come From? https://lnkd.in/gg5b-hrA

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Geneva Partners