Geneva’s highly disciplined philosophy and focused investment process is specifically tailored to suit the needs of each individual high net worth client. Every member of our experienced client service and investment teams is dedicated to adding value and are committed to helping the clients of Geneva achieve their individual investment goals.
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Proven investment philosophy for over 20 years
• Consistently implemented process since inception
• Experienced investment team
• Experienced in all markets
• High client retention rate
• Durability of concept
• Dedicated client servicing and operations staff
• Leadership position in industry
• Experienced management with successful record
• Sustainable advantage
• Healthy historical and projected earnings growth
• Strong financials and low leverage
• High ROE/ROA
• High margins/margin expansion
