Genesis Asset Management

Our independence allows us to serve the client’s needs first. We adhere to the idea that a global viewpoint and a foundation of discipline and patience, often leads to success in meeting wealth-building goals. Difficult periods, in time, prove to be very beneficial…if one can act when most will fail to do so.

Our Philosophy

Given the global nature of our profession today, there is a world full of financial advice. We can only hope to make a true difference in a few key areas. Our dedication to provide high-quality services to our client is matched with the dedication of our professionals, our values and our judgment.

The typical investment firm has research, portfolio management, marketing, and client relation functions that tend to coexist as separate groups. Neither we nor our clients are comfortable with the impersonal service and high employee turnover suggested by such departmentalization. Instead, our clients prefer to deal with an intelligent, discreet firm where they can develop a personal, lasting relationship with their investment advisor and the assistants who handle their day-to-day needs.

We have an open organizational structure, with little hierarchy, where everyone knows each other and tasks are shared. With experience, we have learned that this type of collegial, less structured environment promotes a genuine caring attitude and insures that nothing falls between the cracks.


The term is often overused. In our case, "contrarian" refers to our basic desire to stay far from the crowd psychology that often marks times of change-and opportunity. After years of daily communication to clients, we have a solid record of making sure we always question the "noise" and act in areas that at times, often cause discomfort.

We believe that "feeling good" and successful investing rarely go hand-in-hand.

Family Office

Our client's goals are first. Our understanding of their risk tolerance is key. We do not focus on Indexes or the headlines of the day. We have found this leads to confusion and few goals met for clients. We build long-term plans covering diverse high net worth family needs.

Private Equity

After operating through more than a few market cycles, we often find opportunities to act increase as panic rises. We discreetly cover those issues for clients and then build a plan to act upon same if the situation meets the goals of the client.

Investment Banking

Corporate clients are often able to take advantage of our network of relationships around the globe. This has provided ample resources for meeting client needs as opportunity arises in all business cycles. We welcome the idea of reviewing your market goals and corporate needs.