Investment Management

At GENESIS Wealth Management, we understand the market complexities today's investors face. Through a rigorous investment management approach and a consultative process, we work closely with you to create a personalized asset allocation that addresses your financial needs, implement and monitor your strategies on an ongoing basis, and help you navigate the complexities of the markets.

With a comprehensive approach, we utilize a disciplined process to create an investment plan that aligns with your needs. This begins with understanding your investment objectives, time horizon, and risk tolerance - all of which will drive your asset allocation and help us determine the right balance for you. We also have access to many educational resources, analytic tools, market research, and practice management support, which help us build comprehensive investment strategies. Once we construct an investment portfolio, we monitor its performance on an ongoing basis, rebalancing as required by changes in market conditions and personal financial circumstances.

We have access to a wide range of investment services and products, including

  • Advisory Services
  • Brokerage Services
  • Stocks, Options, Bonds, Mutual Funds, ETFs
  • UITs, REITs, ADRs, Alternative Investments
  • Structured Products
  • Separately Managed Accounts
  • Fee-based Variable Annuities

Download our Strategic Asset Management (SAM) advisory account brochure

Download our Model Wealth Portfolios (MWP) advisory account brochure

Download our Alternative Investments overview guide

Why Advisory Could Be the Right Decision

There are a couple of different ways to work with a financial advisor. Two of the major ones are a commission-based approach and an advisory, or fee-based approach. Learn why an advisory approach could be a good option.

Watch this video to understand the benefits of advisory and how it's different from commissions.


Getting Started

Guided by our portfolio construction experience, we can help you pursue your goals through an asset management strategy that provides a disciplined investment process. Let us know if you’d like us to begin building your personal investment strategy today.

We invite you to schedule a complimentary Consultation and discover how we can help you pursue your financial goals.

For your portfolio review we use Riskalyze to make sure that your portfolio represents your comfort level, not ours. Follow the link to see if your portfolio aligns with your investment goals & expectations. 

Try it for free today. Click this link --- Your Portfolio Risk Analysis with Riskalyze. 

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