Investment Management

Bringing confidence and integrity to your financial life.

To reach your goals, you need more than cookie-cutter investment planning and management.    At Genesis Wealth Management, our team develops custom investment strategies that help you work toward achieving your goals while simultaneously controlling your risk.

Customized Investment Management

As a high net worth individual, you have too much at stake to rely on simplistic mutual fund portfolios.  Instead, we provide custom strategies developed from the ground up.  In the process, your Genesis wealth manager will help you understand how and why you’re investing in a specific manner.  That understanding can go a long way in helping you feel confident when the market gets volatile.

Traditional and Alternative Investments

Our seasoned team understands the benefits and opportunities that alternative investments often provide, so helping you with those is part of our standard service.  Whether you’re interested in private equity, venture capital, private debt or anything else, we’ll help you evaluate your best options so you can integrate those into your holdings.

Reducing Risk

When you work with an individual financial advisor, you put your faith in one person’s abilities.  More importantly, you’re also dependent upon their judgment to keep emotion out of investing.  When your future is on the line, there’s a better way.

At Genesis, we don’t take chances with your money.  Instead, investment decisions are made by our investment committee, providing a system of checks and balances.  Instead of just one person making decisions, a group of seasoned market specialists carefully analyze and weigh all actions.  This reduces your risk and helps us strive to generate better risk-adjusted returns for you.

Driven by Planning

Too often, new clients come to us with high-risk portfolios, even when they are already quite successful.  We believe your investing should be driven by one thing only:  your financial plan.  Usually, it is prudent to take only the amount of risk needed to pursue your goals.

So, with Genesis, you’ll receive recommendations that align with your financial objectives.  We take risk seriously because we don’t want you to be set back by significant losses.  Instead, any investment recommendations result from a thorough and careful analysis of your resources and objectives.

And all of our investment strategies are backed by time-tested research.  We don’t follow the latest trends to keep up with what is popular.  We stay focused on your long-range goals so you can avoid the dramatic ups and downs that trend followers often experience.   We believe patience and adherence to evidence-based investing principles build wealth best over the long run.

Emphasizing Tax Efficiency

What matters in investing is your after-tax results, so our wealth managers will pay close attention to taxes.  We’ll focus on tax location, tax loss harvesting and tax-efficient investment strategies so you can realize the highest after-tax return possible.

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