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

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.


Advisory Platforms Overview

We offer six advisory platforms, each with different features and benefits, providing a wide range of advisory options.

  • Strategic Asset Management (SAM): Open-architecture platform offering the ability to create customized portfolios while wrapping multiple investment in one account with one statement
  • Model Wealth Portfolios (MWP): Offers fully diversified theme-based mutual fund and/or ETF models guided by 15 portfolio strategists, including LPL Research
  • Optimum Market Portfolios (OMP): Mutual fund wrap program offering portfolios containing six multimanager mutual funds featuring more than 10 sub-advisors
  • Personal Wealth Portfolios (PWP): Unified managed account (UMA) that provides the framework to deliver investment strategies to your high-net-worth clients
  • Manager Select (MS): Individual equity and fixed income management through separate managed account (SMA) platform offering access to a variety of institutional manager at significantly lower account minimums
  • Guided Wealth Portfolios (GWP): Advisor-enhanced robo solution that couples a digital investment platform with our oversight, review, and advice

Download our Strategic Asset Management (SAM) advisory account brochure

Download our Model Wealth Portfolios (MWP) advisory account brochure

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. Click the button below to try out FREE today.

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