Geneva Advisors LLC (extinct)

Geneva Advisors LLC (extinct)

Geneva Advisors LLC (extinct)

Date Founded



181 West Madison Street,35th floor,Chicago, IL 60602-4510

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company's operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^

Contact Data
Trying to get in touch with decision makers at Geneva Advisors LLC? Subscribe today to access their professional contact information and receive a one time promotion of free Contact Data credits!
Executives & Employees

Principal & Head of Trading

Director of Institutional Sales

Paths to Geneva Advisors LLC
Potential Connections via
Relationship Science
Geneva Advisors LLC
Recent Transactions
Details Hidden

Canadian Imperial Bank of Commerce purchases Geneva Advisors LLC from Geneva Holding Company of Chicago LLC

Non-Profit Donations & Grants
Awards & Honors
Rank #24
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #22
Financial Advisor Magazine - Top RIA Survey
Rank #22
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Geneva Advisors LLC. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Geneva Advisors LLC's profile does not indicate a business or promotional relationship of any kind between RelSci and Geneva Advisors LLC.