SOURCE: Geneva Investment Management of Chicago, LLC

Geneva Investment Management of Chicago, LLC

March 14, 2014 09:49 ET

Geneva Investment Management Opens Dallas Office

CHICAGO, IL--(Marketwired - Mar 14, 2014) - Geneva Investment Management of Chicago, LLC, recently opened a satellite office in the Dallas, Texas area.

Geneva, a Chicago based Investment Management firm, manages $7.3 billion and is one of the largest Registered Investment Advisory (RIA) firms in the country. In addition to its Chicago headquarters, Geneva has an established and expanding office in San Francisco. The new Dallas location reinforces the firm's commitment to growing the business strategically nationwide.

"We have a large and established client base in the Dallas/Ft. Worth area," said Bruce Klein, a Principal and Investment Advisor at Geneva. He adds, "The addition of this office will allow us to continue to grow and service our clients in the area."

The new office is located at 100 Highland Park Village in Dallas, TX. "We are thrilled with our location," said Erin Dickes, a Principal and Investment Advisor at Geneva. "We have many clients who live in close proximity to the office making this a convenient and ideal location."

Since its founding in 2003, Geneva has established itself as an industry leader based on size and investment performance. Their focus has always been to help clients achieve their long-term financial goals while providing the highest level of personalized service.

"We have had a presence in Dallas for several years now," said Allen Smith, an Investment Advisor at Geneva. "This new office will allow us to spend additional time in the region and continue to provide our clients with the personalized service they are accustomed to."

Employee-owned, Chicago-based Geneva Investment Management is an independent, opportunity-driven boutique investment management firm serving institutional investors and high net worth individuals. Geneva provides clients with performance-focused asset allocation, direct access to senior investment professionals, and transparency to portfolio decisions. Geneva has shown financial strength, stability, and has a proven track record since its founding in 2003. Visit www.gimllc.com or contact Robert J. Coulton at 312.422.0475 or rjc@gimllc.com for additional information.

Contact Information

  • Contact:
    Rob Coulton
    312-422-0475