Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Chicago Firm's Debut Mutual Fund Lands on OneSource Not Rated 5.0 Email Routing List Email & Route  Print Print
Tuesday, November 13, 2007

Chicago Firm's Debut Mutual Fund Lands on OneSource

Reported by Armie Margaret Lee

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 news release.

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 SEC filing.

U.S. Bancorp 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.  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use