Genesis Capital Group, LLC is an investment management firm specializing in global asset management, financial advisory and risk management 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.
Our wide-ranging capabilities include traditional and alternative equity as well as fixed income strategies and commodities. In addition, we provide comprehensive portfolio analysis, advice and sophisticated wealth planning solutions.
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 assist you to 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.