Geneva Investment Management's
newly launched debut mutual fund has landed a spot on Schwab's OneSource
platform, officials of the Chicago-based investment management firm said in a
The Geneva Advisors All Cap Growth Fund
comes in retail and institutional share classes. Expense ratios are 150 and 125 basis points, respectively, according to an
serves as transfer agent and fund administrator, and Quasar Distributors
, a U.S. Bancorp subsidiary, serves as distributor.
The all cap growth fund is the first mutual fund product to come out of Geneva Investment Management, which was founded in 2003 and provides fee-based, customized portfolio management services for high net worth individuals and institutions. The firm's assets under management totaled $3.3 billion at the end of September.
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