GENESIS INVESTMENTS

Overview

Genesis Investments is a privately owned limited liability investment adviser that manages portfolios for individuals, families and select institutional clients. The firm runs fee-based accounts charged as a percentage of assets under management and provides portfolio management for individuals and small businesses alongside pension consulting services. Genesis favors a core allocation to pooled public funds — primarily mutual funds — while supplementing client portfolios with allocations to private-market and specialty strategies when appropriate. The adviser is not positioned as an ESG allocator and currently does not operate as a multi-state adviser. Manager selection appears centered on third-party external managers for its alternative exposures; the firm acts as a conduit to those specialists rather than running large in-house private fund platforms. Custody and trading are concentrated through a single primary custodian, which shapes how the firm implements model portfolios and account-level trading.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices