Services

Genesis Capital Group is an independent asset management firm (discover who we are), positioned to serve the most sophisticated financial needs of institutional and ultra-high net-worth investors around the world. Our wide-ranging capabilities include traditional and alternative equity as well as fixed income strategies and commodities through U.S.-listed securities and ETFs. In addition, we provide comprehensive portfolio analysis, advice and sophisticated wealth planning solutions.

Asset management has been the core of our business portfolio. Genesis Capital’s fundamental goal is to build sound, strategic, risk-managed portfolios, constructed to meet the most complex needs of our clients. We offer a broad range of investment capabilities across asset classes and investment styles. Sound research has always been the cornerstone of Genesis’s investment philosophy. We construct only style-specific portfolios based on unbiased research.

Our firm’s culture has created a real performance-driven environment aimed at meeting the investment objectives of our clients. Client interests are permanently aligned with our investment team. Our strength is in developing highly-customized investment solutions that are the source of pride for the investment team. Genesis’s dedicated client support has been assisting clients through a variety of life’s challenges. The firm is strongly committed to accountability, utmost integrity and collaboration, which we believe is the foundation for long-standing relationships.

Taking the time to understand your primary goals is the first step in ensuring your financial success and security for your family. Our responsibility is not to be merely responsive but to anticipate what we can and should achieve in our life. In doing so we attain a deep understanding of how wealth should serve, rather than complicate life.

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

We focus on the following areas as part of a Comprehensive Financial Planning analysis:

• Financial Goals and Objectives
• Retirement Planning
• Insurance Analysis
• Estate Planning
• Business Transitions
• Net Worth and Cash Flow analysis
• Education planning
• Asset Allocation
•  Employee Stock Option Analysis
• Asset Protection
• Legacy Creation