Affluent

High net worth investors are confronted with a real dilemma. You can choose a small firm that delivers good personal service, but you might find that it lacks the resources to effectively manage a large portfolio. However, a large firm with significant portfolio management capacity could very well view you as just an account number. Your hard-earned millions seem insignificant compared to the billions, or trillions, that they manage.

Genesis Wealth Advisors offers something a little new – a third option – a hybrid, of sorts. As a medium-sized wealth management firm, we deliver the personal attention that high net worth clients deserve. Our investment team has a depth of experience managing portfolios for institutional and high net worth investors. Beyond that, our network of well-known institutional money managers can provide high-level portfolio management under our direction. To safeguard your assets, we maintain strategic alliances with large qualified custodians like Fidelity, Schwab, and Bank of New York/Mellon’s Pershing affiliate.

Our team of experts can help you create the right portfolio for your individual needs. We assess your situation and consider your investment goals. Next, we build a plan, determining how to design your portfolio in its entirety, and who should manage different portions. We rebalance and reallocate as times change. Together, we build a portfolio that reflects your wishes and achieves your objectives.

You don’t have to deal with the large, impersonal firm. You can receive the personal service and attention you deserve. We will integrate seamlessly with your banker, estate planning attorney, accountant and other members of your wealth management team. One call to your team leader at Genesis addresses your financial and investment needs. A member of the Genesis Wealth Advisors leadership is involved with every high net worth client relationship, directly accessible to answer questions or concerns. Your portfolio deserves that kind of attention.