Client Experience
Better conversations about your wealth
Clients tell us that working with Genova feels different – more human. While we bring all the financial insight and business acumen you’d expect from a mature family office our technical expertise is only part of the story. We want our clients to achieve their financial goals and also enjoy the process: feeling informed, supported, and understood at every stage.
What it's like to work with us
Communication that connects
Clients tell us they appreciate that we communicate in plain language – both in written reports and in conversation. We share the thinking behind investment decisions clearly, without jargon, and take the same approach as we report on company performance over time. We’re easy to reach by phone and happy to meet with clients in their homes.
Questions welcome
We have an approach we believe in and we’re always glad to discuss it, sharing as much or as little information as our clients want. People who invest with us tell us they’re consistently impressed with both the speed and the quality of our answers to their questions. We seldom change our investment strategy, but we’ll always share our thinking – on the portfolio and the evolving business context – with clarity and accountability.
Real relationships
Many Genova clients have been with us since our founding in 2006, and others have since been referred by family and friends. The quality of these relationships not only makes it more enjoyable and satisfying to work together, it gives us insight into clients’ lives and priorities. This insight lets us engage in richer conversations, proposing solutions that don’t just fulfill clients' requests but meaningfully address their underlying concerns.
Confidence through understanding
We believe your portfolio shouldn’t keep you up at night. Risk is part of life and part of investing – but the more you understand about the companies you own, the better you can see through the short-term fluctuations of the market and get a clear sense of how your investments are doing and why. Helping our clients build confidence in their portfolio through genuine understanding goes hand in hand with building their wealth.
About Us
Founded by a family of financial professionals in 2006, Genova remains independently owned and operated. Over time, we’ve carefully built a friendly, close-knit team, diverse in technical expertise but united by a shared commitment to helping our clients.