Client Service & Reporting
Clear Reporting & Communications
Consistent, high-quality service and reporting is integral to wealth management at Genus. Our reports and account information is meaningful and easy to understand. We keep you informed about the markets, how your portfolio is doing and what we're doing to manage your investment performance.
Individual Attention, Meaningful Information
At Genus, we assign each client a designated portfolio manager to provide individual attention and a quick response to enquiries.
Your portfolio manager will:
► Serve as your primary link to the firm
► Help you define your investment objectives and guidelines
► Work with your other professional advisors, when appropriate
► Oversee the implementation and management of your strategy and portfolio
Our commitment to ‘no surprises’ means that your portfolio manager constantly reviews our results against the expected return and volatility profile established with you at the start of our relationship. This helps you to feel confident with your overall investment strategy and increases the likelihood of staying the course and achieving superior long-term returns.
Keeping You Informed
We work diligently to provide you with ongoing information regarding your account.
Our communication avenues include:
One-on-one
► Meetings with your portfolio manager as necessary
Portfolio reporting
► Quarterly account reports
► Annual performance reviews
► Online access to your accounts and statements via our secure website
► Annual summaries of income tax information
Publications
► Quarterly commentaries
► In Focus bulletins
► Annual Reports
Electronic & Online
► Genus Newsroom
► Email updates and alerts
Events
► Annual and semi-annual reviews
► Quarterly webinars
LATEST COMMENTARY
INCHING TOWARDS A SOLUTION
The European sovereign debt crisis, slowing growth in China, and a myriad of issues in the U.S. combined to create significant equity market volatility through the summer. Negative headlines around these controversies have tended to overshadow more positive factors.
Read on...