Genesis Capital Group LLC

Genesis Capital Group provides discretionary investment management and financial planning to high‑net‑worth individuals as well as institutional clients such as pension plans, trusts, estates, charitable organizations, and small businesses. Engagements range from comprehensive financial plans and ongoing asset management to retainer and hourly consulting arrangements and monitoring agreements for third‑party accounts.

The firm employs a core‑satellite investment framework that uses passively managed ETFs as the core while adding active sleeves, individual securities, and tactical positions where opportunities are identified. Portfolio construction draws from a broad ETF universe (more than 900 index‑based ETFs across 28 asset classes) and may include equities, bonds, options, short positions, and other alternatives to pursue absolute returns, with discretionary management and event‑driven reviews.

Notably, Genesis emphasizes a high‑net‑worth client base — including a stated $1 million account threshold — and does not serve lower‑net‑worth individuals, a focus that is less common among independent advisers. The firm also offers formal monitoring of third‑party and retirement plan accounts, maintains a registered trademark, and documents business continuity and cybersecurity protocols that reflect a more structured operational setup than many firms of similar scale.