Portfolio Design
Your investment objectives and goals, both personal and professional, are unique. That’s why we take the time to understand your objectives, risk tolerance and comprehensive financial position before working with you to develop an investment portfolio. We believe that a portfolio tailored with the optimal asset allocation for your particular desired results will yield the best long-term results – for you.
Many firms offer a standard variety of asset allocation. It’s common to see “rules of thumb” when it comes to asset allocation and investment planning. We don’t believe that asset allocation should be “one size fits all.” Our asset allocation strategy focuses on creating an individualized investment portfolio based on asset classes – stocks, bonds, cash, real estate, commodities, currencies – that move you closer to your specific financial, business and life goals. The way you allocate your investment dollars among asset classes matters, and your optimal asset allocation changes over time as you achieve milestones and approach the accomplishment of your goals.
Genesis Dynamic Portfolio Management includes several different series of portfolios, each ready to be modified according to your particular needs. Very often, we incorporate a technique known as “trend following” in some case to help your portfolio achieve dynamic results.
- Ultra Series: Pure trend following that provides you with your greatest chance for growth, as we help you invest in assets with positive momentum.
- Value-Momentum Series: Balances value based asset allocation with trend following.
- Income Series: A variation of the value momentum series that focuses on generating current income.
- Classic Series: More traditional, this series is designed to reflect traditional asset allocation, and makes use of low cost mutual funds and ETFs.
Within these series, there is plenty of room for individuality and customization. We pride ourselves on our ability to help each client create a unique plan to fit his or her personal style, or achieve the specific goals of a particular business, endowment or foundation. In addition to helping you design an investment portfolio that meets your needs now, our knowledgeable and experienced wealth advisors can help you create an investment plan that changes as you do. As changes in your life situation, risk tolerance, corporate situation and market risk emerge, we help you shift your asset allocation over time.
Rather than focus on a narrow approach, Genesis Wealth Advisors takes a holistic approach to portfolio design. We work with you to determine an ideal asset allocation that will help you reach your goals, while at the same time focusing on an investment strategy that helps your portfolio rise above short-term market volatility for better long-term results.
