Geneva Partners, LLC

Geneva Partners, LLC is an SEC-registered investment adviser established in 2010, located in Wisconsin. The firm, led by Managing Member Steven Schwefel, offers Investment Supervisory Services (ISS) and Individual Portfolio Management. They manage client accounts on a discretionary basis, tailoring investment strategies to individual needs, goals, and risk tolerance. Geneva Partners handles a total of $387,318,871 in managed assets as of December 31, 2024, with a minimum initial investment requirement of $100,000 for ISS. Fees for ISS are charged quarterly as a percentage of assets under management, ranging from 1.50% to negotiable for assets over $10,000,000. The firm retains the discretion to negotiate fees based on client circumstances. Geneva Partners acts as a fiduciary for ERISA accounts, ensuring no conflicts of interest regarding compensation. The firm employs fundamental and technical analysis for investment decisions, focusing on long-term and short-term strategies. Clients have full control over their accounts, with Geneva Partners not voting on client securities or handling proxy voting. The firm does not charge performance-based fees and has no disciplinary events to disclose. Clients receive regular account reviews and reports, with transparency on fees and compensation structures.