Investment Approach

Geneva Partners’s goal is to generate absolute annual returns for each client, not necessarily corresponding to the performance of the equity capital markets.  In this process, Geneva Partners is skilled in using hedge funds as part of a comprehensive strategy designed to preserve capital.

Investment Charter

Legal documentation signed by a client authorizes Geneva Partners to manage a client’s assets but prohibits withdrawals of cash or securities.

Asset Structuring

To better serve clients’ needs, Geneva Partners regularly works in conjunction with experts specializing in the intricate legal and financial aspects of estate and trust planning.

Advantages

• Geneva Partners focuses exclusively on managing money.
• We are not bound to any particular bank or financial institution and we operate independently.  As a result, we are able to choose the best investment products for our clients without any conflict of interest.
• Geneva Partners' clients also benefit from competitive rates offered by the custodian banks that it works with regularly. Our asset management fees are linked to individual account performance; thereby ensuring that Geneva Partners’ and the client’s interests are co-aligned.