WHO WE ARE

GENESIS CAPITAL GROUP

Genesis Capital Group, LLC is an investment management firm specializing in global asset management, financial advisory, risk management, and tax advisory services for affluent and institutional clients around the world.

Our firms’ culture has created a real performance-driven environment aimed at meeting the investment objectives of our clients. As fiduciaries, our client interests are permanently aligned with our advisors and portfolio managers.

ASSET MANAGEMENT

Our wide-ranging capabilities include traditional and alternative equity as well as fixed income strategies, commodities, private placements, private equity and hedge funds. In addition, we provide comprehensive portfolio analysis, advice and sophisticated wealth planning solutions.

INTEGRATED TAX PLANNING

Our tax planning and tax advisory professionals work side-by-side with our portfolio managers in order to integrate estate, financial and tax planning concepts into the investment advice which our portfolio managers render to their clients.

FINANCIAL PLANNING

We are here to help you formulate and articulate your goals and thereby simplify your life in the process.

CORPORATE BENEFIT PLANNING

Genesis Capital Group can help you fulfill your fiduciary obligations under ERISA, by helping you determine how a deferred compensation program or Supplemental Executive Retirement Plan (SERP) will work within the framework of your company’s financial and business objectives.

RISK MANAGEMENT

Economic risks can be managed through the use of insurance tools and strategies that will address the nature of pure risk on the individual and on business, as well as illustrate how insurance can be used to deal with the problems posed by such risk.