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Managing, Preserving, Growing
Genus is dedicated to helping clients manage, preserve and grow their wealth. We combine individual needs with institutional disciplines and performance. Our commitment, since the inception of the firm in 1989, is to deliver the results our clients expect, while serving their interests with integrity.
Wealth Management with Genus
When selecting a manager for your investment needs you will expect a specific set of characteristics: professionalism, expertise, courtesy and understanding of your goals and then the proper execution of what is promised.
This has been our approach to wealth management for more than 20 years.
Our mission is to achieve exceptional results for our clients and provide an unrivaled experience while serving their best interests.
Personalized Portfolios
We offer sophisticated, globally diversified portfolios to meet the needs of conservative investors, as well as those with more aggressive goals. We build portfolios using various combinations of domestic and international equities, emerging markets, fixed income options, alternative strategies and socially responsible investment options.
Focus on Results
Our goal is straightforward. We seek to provide superior long-term investment results, net of inflation, taxes and fees. We work with clients and their advisors to derive the appropriate investment policy and portfolio asset mix to maximize expected after-tax returns, given a predetermined level of risk tolerance.
Keeping You Informed
Consistent, high-quality service and reporting is integral to our wealth management process and a key part of building a successful relationship. Our client service and reporting is proactive, informative and tailored to meet the specific requirements of our clients and their advisors.
Key Features & Benefits
► Superior equity and fixed income management by leading money managers
► Reliable and consistent long-term results
► Competitive fees, exceptional client service, administration and reporting
► If your circumstances change, so can your investment strategy
Contact Us
We serve individuals, family trusts and family investment partnerships. We invite you to learn more about our business and look forward to working with you to further your goals.
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U.S. Federal Reserve Chairman Ben Bernanke says a weak job market and low inflation will likely let the central bank keep interest rates low for a long time.
Learning From the Inspiring Attitude of Olympians
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GENUS COMMENTARY
THE POWER OF ZERO INTEREST RATES
For the first time in 70 years, Treasury bills are paying either zero Or near-zero interest. With the economic recovery still in its early stages and inflation well-contained, central bankers are not likely to retreat from their current low interest rate policy anytime soon.Read on...