A complete list of active advisors currently associated with Genesis Capital Management, LLC
Warmer can help you find a great advisor at Genesis Capital Management, LLC or one who fits your needs even better.
Genesis Capital Management is a Maryland-registered independent advisory firm led by its sole owner/advisor and provides discretionary portfolio management and financial planning to individuals, businesses and institutional clients. The firm operates two managed-account programs (a balanced strategy and an alternative strategy) and offers retirement-plan and investment review services as part of its financial planning work. The balanced strategy uses a proprietary analytical model to evaluate stocks, options, ETFs and mutual funds and may employ index options for hedging, while the alternative strategy emphasizes option trading and valuation techniques such as Black–Scholes and discounted cash flow models and can involve concentrated or leveraged positions. Accounts are managed on a discretionary basis and the adviser monitors and adjusts portfolios regularly. The principal holds insurance licenses in Maryland, Virginia, and Ohio and may recommend commissionable insurance and annuity products; the brochure discloses this potential conflict of interest and notes clients may purchase recommended products through other providers. It is relatively uncommon for a solo independent adviser to both serve institutional clients and maintain an insurance brokerage affiliation while running an options‑focused alternative program and providing plan‑level review services.
To learn more about the advisors currently working at Genesis Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ellicott City, MD
| 12
|
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