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Geneva Advisors is an independent investment management firm providing fee-based, customized portfolio management services. Our clients are high net worth individuals and institutions located throughout the United States and the world. The majority of our clients come to Geneva through client and professional referrals. Geneva has more than $7.0 billion in assets under management. The firm is based in Chicago, Illinois with additional offices in San Francisco, California and Dallas, Texas. We founded our firm with one simple, yet important objective: to help clients achieve their long-term financial goals. We are dedicated to achieving outstanding long-term investment returns and providing the highest level of personalized client service.
Gamble Jones Morphy & Bent is a Pasadena, CA-based company in the Financial Services sector.
wingspancapital is a Birmingham, MI-based company in the Financial Services sector.
Capital Mortgage Finance Corp is a Columbia, MD-based company in the Financial Services sector.
Juniper Advisory is a specialized investment bank based in Chicago that focusses exclusively on non-profit hospital mergers and acquisitions.