THE GENWEALTH GROUP, INC.

Overview

The Genwealth Group, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2010. Owned by an individual, the firm serves primarily individual and family clients and charges either a percentage of assets under management or fixed fees. Its advisory work spans financial planning and portfolio management for individuals and small businesses, and the firm also publishes periodicals and runs educational seminars and workshops. The organization operates as an insurance broker in addition to its investment-advice activities and identifies itself as an active ESG investor. The firm is not a capital allocator and does not present as a multi-state adviser. Its investment approach favors publicly available pooled vehicles and cash-like ETF exposures rather than running proprietary private funds; it does, however, include corporate debt in client allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices