Genesia Investments provides investment management services to other investment advisors, not directly to individual clients. Genesia offers discretionary investment management through V-Signal® Portfolios and Strategic Portfolios. They also offer portfolio management consulting services on a non-discretionary basis, including research and implementation & trading services. Genesia does not offer wrap accounts.
Assets Under Management$300M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$300M
Fee Structure
Investment management only (planning not offered)
Genesia Investments does not offer investment management services directly to individual investors. They provide sub-advisory services to other investment advisors.
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