GENESIS ADVISORS, LLC

Overview

Genesis Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm combines fee-based portfolio management with financial planning and selection-of-other-advisers services, which indicates it constructs portfolios partly from internally managed solutions and partly by tapping external managers. Its stated advisory offerings include portfolio management for individuals, small businesses and institutions, plus pension consulting and financial planning, and the firm charges a mix of percentage-of-AUM fees and hourly charges. Investment activity is centered on pooled public funds rather than concentrated single-stock bets. Genesis favors mutual funds and other public vehicles as the primary tool for implementing equity and bond exposure, while acting as a manager of manager where appropriate — selecting third-party specialists for particular strategies. The firm is not an active ESG investor, and it identifies as a capital allocator that uses outside managers for alternatives and specialized exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices