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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.
NorthRoad Capital Management is a New York, NY-based company in the Financial Services sector.
Stepp Produce Company is a Duluth, MN-based company in the Financial Services sector.
Rg Financial Partners is a Walnut Creek, CA-based company in the Financial Services sector.
The Business Backer was established in 2007 to provide an honest and transparent funding source to help small businesses get the capital they need to survive and thrive. We believe that by replacing distrust with trust, adding the customer story to the data, honoring the potential for transformation, and valuing relationships over automation, we are building a better way, where small business owners can trust the financing process and easily access the best solutions, from bank loans to alternatives, at the best price.