2210 Midwest Rd, Suite 214

Oak Brook, Illinois 60523

Phone: 630.645.8201

Fax: 630.645.9201

genevafinancialgroup.net

ASSET MANAGEMENT

We also offer full asset management services to our clients.  In addition to the Geneva model, we typically include small cap, international, bonds, etc.. This results in a fully diversified mixture of investments designed specifically to meet client needs and risk tolerance.  Please visit our Asset Management section for further details.

For our free report, ’10 Hot Money Tips’, please click below!

INVESTING WITH EQUITIES

As most investors know, equities typically outperform bonds and other fixed income securities over time. Equities also outpace the inflation rate over the long term.

Within the equity investment universe, some believe that a professionally managed portfolio cannot beat something as basic as an equity index fund over the long haul. There would be some truth to this idea if the stock selection process was simply too random or arbitrary to beat the averages. We believe that the key in attempting to beat the averages lies in employing a time-tested strategy based on a proper analysis of well known investment criteria, while removing human emotion from the stock selection process. Still, most equity investment vehicles will drop in value as the market falls, due to market risk.

PAST PERFORMANCE

Our model represents growth and value investing in large cap U.S. blue chip companies.  Our model has an auditable, 11+ year track record which has averaged about 4% per year over both the S&P500 and the DJIA. Performance is net performance, considering all commissions and fees, as well as all interest and dividends obtained, in the model account. There is no guarantee that future predictions of common stock performance will be accurate.

Since equity investing is inherently more risky than investing in bonds or fixed income securities, we cannot guarantee success over the averages, or even fixed income securities, during any given time frame.  Equity investments are never fully immune from market risk and tend to decrease when the market falls.

For more details, please visit our GFG Model page