Products & Services

Investment Planning

Our investment principles and practices are firmly grounded in decades of empirically-validated academic research and the science of capital markets. Central to the research and deeply imbedded in our investment philosophy is the irrefutable evidence that capital markets work.

Customized Financial Planning

A part from the specific investment strategy you might need, our process always begins with an extensive analysis of your current financial circumstances in light of your goals, concerns, priorities and risk profile.

Invest like an Institutional Investor

Institutional asset class funds, once only available to large institutional investors are now available to investors who work with Registered Investment Advisors like Genesis Wealth Management, Inc.  Among the different types of asset classes available are: