A complete list of active advisors currently associated with Genfi LLC
Warmer can help you find a great advisor at Genfi LLC or one who fits your needs even better.
GenFi is a state‑registered independent investment advisory and financial planning firm that works with family groups, individuals, trusts, corporations, corporate executive groups and retirement plans. Its services include discretionary and non‑discretionary portfolio management, comprehensive financial planning, family office services, and tax and estate planning. The firm develops client‑specific investment policy statements and constructs portfolios based on clients’ goals, time horizons, cash‑flow needs, tax considerations and risk tolerance, with periodic reviews and at least annual client contact. GenFi implements strategies using a mix of mutual funds, ETFs, individual equity and fixed‑income securities, and frequently engages third‑party managers and software for portfolio implementation, reporting and due diligence. GenFi is noteworthy for maintaining an affiliated tax compliance practice (GenFi Tax) that provides multi‑year tax projections and return preparation either as part of comprehensive planning or as a separate engagement—an arrangement that is uncommon among independent advisory firms. It also provides consulting and implementation services for pension and profit‑sharing plans (including investment policy development and custodian/administrator search), a service set not routinely offered by firms of similar size.
To learn more about the advisors currently working at Genfi 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 |
|---|---|---|
Chicago, IL
| 21
|
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