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


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