Genesis Dynamic Portfolio Management

Genesis Dynamic Portfolio Management (GDPM) is designed to provide expert representatives with a range of management solutions.  Our turnkey portfolio management solutions offer flexible templates that can be configured to address virtually any client requirement.

Our investment experts have created four series, each representing a different approach to wealth and investment management.  GDPM is not designed for rigidity. Rather, within each series framework, customization is encouraged so that each client’s specific needs are met.

Classic Series
A traditional, well-diversified asset allocation strategy is the hallmark of the classic series.  This portfolio management strategy employs the buy, hold and rebalance model.  Portfolio construction includes low-cost ETFs, and is automatically rebalanced as the client reaches significant milestones.  Options range from very conservative to aggressive.

Ultra Series
Using a proprietary trend-following algorithm, the strategy for the ultra series revolves around identifying whether asset classes are following an uptrend or a downtrend.  Wealth management experts can help growth investors reach their goals by designing portfolios focused on assets exhibiting uptrends.

Value-Momentum Series
Combining elements of classic value-oriented asset allocation with our proprietary trend-following technique, the value-momentum series is among our most popular offerings.  By balancing growth strategies with value-based asset allocation, it’s possible to meet a variety of needs.  Portfolios can be built to show conservatism or aggressiveness.

Income Series
For investors who wish to draw regular income from their portfolios, the income series is ideal.  This portfolio is actually a variation of the value-momentum series. However, an income series portfolio will focus on those assets that provide a yield for the client, providing predictable, stable income over long periods of time.