Press Release

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  • “Do not follow where the path may lead. Go instead where there is no path and leave a trail.” ― Ralph Waldo Emerson

  • “The present is never our goal; the past and present are our means, the future alone is our goal.” -Blaise Pascal

  • “I have enough money to last me the rest of my life, unless I buy something.” ― Jackie Mason

  • “When somebody says it’s not about the money, it’s about the money.” ― H.L. Mencken

  • “Money is a great servant but a bad master.” ― Francis Bacon

  • “Whosoever desires constant success must change his conduct with the times.” –Niccolo Machiavelli (1532)

  • “You can be young without money, but you can't be old without it.” –Tennessee Williams

Investment Approach

Intelligent investors agree that the key to achieving sustained returns over the long-term is to be able to achieve an optimal level of diversification across a broad spectrum of asset classes within their portfolio. But for most people, a truly diversified portfolio, invested in thousands of different securities from across dozens of sectors or regions, is beyond their capacity.

When compared to institutional investors, such as pension funds or endowments, which can invest tens of millions of dollars, individual investors are at a disadvantage due to their limited options – unless, of course, they are able to invest like an institutional investor. That’s why Genesis Wealth Management has partnered with Dimensional Funds Advisor, a premier institutional investment manager.

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