GENEVA FINANCIAL GROUP

Overview

Geneva Financial Group is an SEC-registered limited liability company that runs a fee model based on a percentage of assets under management. The firm acts as a portfolio manager for both individuals/families and business or institutional clients and shows a clear tilt toward fixed-income solutions. Its single largest asset exposure is investment‑grade corporate bonds, indicating a conservative, income-focused mandate across discretionary and non‑discretionary mandates. Geneva Financial Group reports allocations into both public fixed‑income instruments and third‑party alternative funds, using mutual funds and corporate debt for core liquidity and credit exposure while supplementing yield and diversification with private credit and real estate strategies. The firm does not identify as an active ESG investor.

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Location & Offices