Geneva Financial Group

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118 Grant Ave
Geneva, IL 60134
+1 (630) 645-8201
https://genevafinancialgroup.net

Geneva Financial Group specializes in asset management, focusing on a proprietary model that emphasizes investment in large-cap U.S. blue-chip companies. Their unique quantitative screening process aims to filter out equities for a portfolio typically comprising 20-30 stocks, balancing growth and value investing strategies.

The firm has tested its model extensively across various socioeconomic conditions since 1975, targeting an average long-term performance exceeding 4% annually over the S&P 500 and the DJIA. Despite the inherent risks associated with equity investing, Geneva Financial Group seeks to provide optimized portfolios while acknowledging market volatility.

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