Genereux Investment Management, Inc.

Overview

Genereux Investment Management, Inc. is an independent, SEC-registered registered investment adviser that began reporting in 2017 and is owned by an individual principal. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory scope includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension-consulting-related services. FINTRX classifies the firm as not pursuing an active ESG investment approach. Genereux markets itself to clients who need a combination of portfolio oversight and adviser selection, which is consistent with its role as a capital allocator. The breadth of advisory activities suggests the firm constructs customized portfolios and hires third-party managers when appropriate rather than relying solely on in-house proprietary products.

Assets & Accounts

Public Holdings

Investments & Alternatives