49
Growth Score
pts
Heat Score
-4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Geneva Advisors is an independent investment management firm provides fee-based, customized portfolio management services.
About the Company
Geneva Advisors is an independent Registered Investment Advisory firm offering equity and fixed income strategies with over $8 billion in assets under management. The firm is excited to inform you that Geneva Advisors is joining CIBC Atlantic Trust Private Wealth Management, a well-respected, full-service firm that shares our client-first culture.
The Geneva team whom you have come to know and trust will remain the same, and we will continue to manage our client’s investments.
