A complete list of active advisors currently associated with Genesis Investments

Warmer can help you find a great advisor at Genesis Investments or one who fits your needs even better.

Genesis Investments (Genesis Investment Advisors, LLC) is a SEC-registered advisory firm formed in 2020 and wholly owned by Hunter Dees. The four-advisor team manages about $112.5 million for roughly 262 clients and serves individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, and business entities with comprehensive portfolio management and retirement plan consulting. The firm combines asset-allocation strategies with fundamental, qualitative and technical analysis and implements portfolios using individual stocks, bonds, ETFs, mutual funds, fixed income and other public and private securities. Portfolios are continuously monitored and rebalanced, and clients may receive tailored restrictions; the firm also offers biblically responsible investment portfolios for clients seeking investments aligned with biblical values. Noteworthy features include a compact team administering both discretionary (approximately $87.8 million) and non-discretionary (approximately $24.7 million) assets while providing ongoing ERISA-aware retirement plan consulting. Representatives are licensed insurance agents and the firm recommends Schwab as custodian, arrangements the brochure discloses can create potential conflicts of interest (commissions and custodial service benefits) that the firm says it manages through its fiduciary policies.

To learn more about the advisors currently working at Genesis Investments, 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.