Our Philosophy



Trust

Genève Invest is tremendously proud of the trust clients place in us, and it is an honor we work diligently to uphold every day. We are committed to developing long-lasting relationships with each client and providing a comfortable, successful investment experience. Our personal advisors engage new clients in an initial assessment to discuss their financial and personal situations, goals and investment strategy in detail. Not only does this inform investment choices, it enables a strong client-advisor relationship based on openness and integrity.

Understanding your needs

By fully understanding each client’s unique investment objectives and issues (such as investment length or income tax requirements) we provide the most suitable asset management and wealth planning opportunities. The Genève Invest Group offers exclusive investment vehicles that meet the specific conditions and goals of each client

Transparency

When clients have questions, we pride ourselves on delivering clear – and timely – answers. Each client can monitor the status of his or her account any time and from any secure internet connection. Advisors are just as accessible: they are always available to discuss specific concerns as they arise.

Sustainable investment returns

Most of our clients prefer to increase their wealth through conservative, low-volatility investments. To meet their needs, we develop appropriate strategies, utilizing carefully selected investments. Genève Invest follows a value-oriented investment approach with a strong focus on constant and predictable cash flow as well as an exclusion of investments that lead to loss of purchasing power.


Insights


Archived News
How Can You Benefit From a Portfolio Analysis?

How Can You Benefit From a Portfolio Analysis?

There are plenty of resources investors can study to learn more about portfolio-management strategies. However, these tips are often too generic to be helpful. They don’t take into account what you’re saving for, and how your investments are faring in a volatile market.

How to Identify and Avoid Risky Stocks and Bonds

How to Identify and Avoid Risky Stocks and Bonds

If you plan to invest in the stock market, one of the terms you are likely to hear is “market volatility.” Market volatility can impact your investments considerably, depending on the specifics of your portfolio.

Retirement Planning Tips for a Secure Future & Financial Freedom

Retirement Planning Tips for a Secure Future & Financial Freedom

Whether you are just entering the workforce or you are preparing to stop working in the next few years, it is never too early or too late for retirement planning.

In order to construct a solid, effective retirement plan, you need to consider several important factors, such as:

Back to top