Genesis Capital Group, LLC is an investment management boutique specializing in global asset management, financial advisory, risk management, and tax advisory services for affluent and institutional clients around the world. Our relationships involve commercial banks, pension funds, insurance companies, investment management companies, trusts, foundations and endowments amongst others. Our firms'
culture has created a real performance -driven environment aimed at meeting the investment objectives of our clients. Client interests are permanently aligned with our portfolio managers who are also the principles of the firm and whose compensation is tied to the firms' success. Our strength is in developing highly-customized investment solutions that are the source of pride for the investment team. Genesis's dedicated client support system assists clients though a variety of their life's challenges. The firm is committed to accountability, utmost integrity, and collaboration, which we believe is the foundation for long-standing relationships. Genesis's investment team follows a time-tested principle of investing that emphasizes avoidance of unnecessary risk in the pursuit of consistent, long-term returns. Our Investment Discipline: Genesis’s investment platforms are based on a well-reasoned investment philosophy and the consistent application of a disciplined, repeatable investment process. Our long-term approach helps position our investment advisors to capitalize on the inevitable overreactions of short-term investors, while minimizing losses to trading and taxes. Prudent Risk Management: Our portfolios are constructed one security at a time, based on the strict analysis of the portfolio impact and return potential of every investment choice we make. We manage risk by deploying a detailed securities analysis, careful portfolio construction, management, and broad diversification. In managing portfolios, we adhere to establish investment disciplines through all market environments and maintain a consistent focus on risk and tax management. In-Depth Research: Fundamental analysis is the primary basis for Genesis’s investment decision-making. We employ a well-versed, talented team with a specialty in multiple investment disciplines, who constantly seek to add value to our client portfolios by developing comparative advantages in terms of knowledge and information about the markets that they follow and the application of superior investment judgment. Our Mission
To foster the value of investment advisory services in order to advance the needs of our clients by providing professional services of the highest quality. We shall develop our capabilities and processes further to anticipate and satisfy client needs, always placing their interests ahead of our own. At the same time, we will help each client to achieve his or her financial hopes and dreams. Our Ethics
We are guided by the highest level of ethics consistent with our Code of Ethics, which reflects our commitment to help clients achieve their life goals; whilst at the same time ensuring the utmost confidentiality of our clients’ information. Our Recruitment
We recruit individuals, regardless of race, color, creed, gender, religion, age, national origin or handicap, who have the attitudes and capacities for service, learning, and growth. Our Competence
Our dedication to competence and lifelong learning is paramount so that we can continually assess our ability to appropriately and effectively address the needs of those we serve. Our Integrity
We strive to deliver genuine value to those whom we serve. Our Relationships
We build open, inclusive long term and respectful relationships, which allows us to collaborate in order to achieve our goals. Our Standard of Care
Whereas the public expects to experience a high level of confidence, trust and clarity in relationships with professionals trained in the distinct process and discipline of financial planning, it is essential that they obtain a commitment of professional care, quality and excellence in the services they receive. All financial planning services will be delivered in accordance with the following standard of care: Put the client's best interests first, Act with due care and in utmost good faith, provide full and fair disclosure of all material facts and fairly manage all material conflicts of interest. Regards,
Dino Dionne
President and CEO