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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.  

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