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GENEVA SAID CAP GROWTH FUND INSTITUTIONAL CLASS CSX ANNUAL REPORT AUGUST 31, 2023GENEVA SAID CAP GROWTH Funfair Shareholders: Geneva Capital Management LLC (Geneva), a U.S. registered investment adviser,
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An investment advisor brochure is a document that provides information about an investment advisor's services, fees, and business practices, as well as the advisor's background and disciplinary history.
Investment advisors registered with the Securities and Exchange Commission (SEC) or state regulators are required to file an investment advisor brochure.
To fill out an investment advisor brochure, an advisor must provide detailed disclosures about their services, fees, risks, and any conflicts of interest. This information should be presented in a clear and understandable format as per the regulatory guidelines.
The purpose of the investment advisor brochure is to inform clients about the advisor's qualifications, services, and potential risks, ensuring transparency and helping clients make informed investment decisions.
The brochure must report information including the advisor's business and services, fees and compensation, investment strategies, risk of loss, disciplinary disclosures, and the advisor's education and background.
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