Insights
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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-25

https://youtube.com/watch?v=LZfmSHk0oMM%3FREL%3D0 The volatility in the market this week is expected to continue. Justin Hahn explains why the Feds are increasing inflation and its’ relevance in the markets. This week’s questions: [00: 30] : What’s your perspective on on this move? (What is your perception of

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-24

https://youtube.com/watch?v=BRgDbZrKIG0%3FREL%3D0 “We are in this together” but not the same: this week’s video features the historic announcement by the FEDs on the switch of the average inflation targeting. The Dow Jones Index pivots to the new world reality and good news in the COVID-19 testing.

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-23

https://www.youtube.com/embed/b9pPEbz6PKo?rel=02020 has been a volatile year for the markets. Investors ask themselves if they should make changes in their investments. Obviously, changes are done when the information changes, but better judgement “experience” is necessary to filter the outside noise and, eventually, fake information. Transcript Tom

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-22

https://youtube.com/watch?v=y1h8_CJQQqA%3Frel%3D0 Discussions continue of the new post-pandemic world. Russia releases news of a vaccine as the rest of the world proceeds with testing. As Biden’s lead progresses we take a look at how his election may impact the economy. Transcript Sue Talbot: [00:00:04] Hi, everybody, today

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-21

https://youtube.com/watch?v=sQdpMjRVAXQ%3Frel%3D0 Technology continues to be a big winner in this new Digital Era. Genus continues to make smart investments for positive portfolios; as well as plans for the future of a new digital economy. Transcript Thomas Holloway: [00:00:03] Hello and welcome to the Genus weekly

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Genus Weekly In Focus – Addressing COVID-19 Concerns Week-19

https://youtube.com/watch?v=6LBbDuPL0Zw%3Frel%3D0 As COVID-19 continues to affect the U.S, countries around the world are getting ready for the 2021 economy by offering stimulus for companies and citizens. Debt is a certainty, but is that a bad thing? Transcript Grant Conroy: [00:00:01] Welcome, everybody, to the Genus

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Client impact

“Graduating from a big bank to Genus was one of the best financial steps we've ever taken. Genus has delivered reliable asset growth despite our moderate risk tolerance. As our financial security has grown, we've also been the beneficiaries of a great client experience. The company's communications have been consistently transparent and informative, including educational webinars and a well-designed web portal where we can track investments daily. Most importantly to us, our portfolio manager has always responded swiftly and thoroughly to our questions and requests. ”
Martin T.
"Having relatively diverse financial goals and needs, along with a slight reticence regarding the stock market, Genus skillfully addressed all of our concerns, and put together a truly exceptional plan: Fossil free funds and a diversified investment portfolio, check; An effective Impact investment portfolio that coincides with our hopes and dreams for a better world, check; Professional advice and assistance to create a donor advised charitable fund with immediate charitable receipts for tax purposes, check. Returns? Way beyond our expectations! We even had some fun along the way and certainly enjoyed an incredible two-year start to what will be a satisfying long-term relationship with Genus."
Marc B.
“I love the service I get at Genus.”
Chris H.
“Leslie and I were fellow board members when we met twenty years ago. For the last ten she has been thoughtful in the construction of an investment strategy for my family and is executing the strategy as planned. The team at Genus has met my expectations and are a pleasure to deal with.”
Bob Q.
“For over 15 years, I have provided selection and performance evaluation of multiple investment managers for a significant family office. Leslie and Genus have been foundational for me in my role. I have always found Leslie and her colleagues to be insightful and proactive, and found the performance of their portion of the portfolio to be well above benchmarks. And they have been a great pleasure to work with.”
Douglas H.
“Genus is a very innovative firm. I am pleased to invest in their Fossil Free and Impact strategies that help me invest in line with my values.”
Marnie C.
“Great team of professionals. Excellent website and reporting. Responds to inquiries promptly. Very pleased with the process of changing from another company to Genus as well. Kudos.”
David L.
“Genus consistently provides a good, clearly explained, comprehensive picture of the general economic and financial situation, along with an excellent account of the investment decisions made in relation to this. Genus’ equally strong concern with clients’ questions and requests for further information is also a very important part of the service it provides.”
Allan S.
“Back in 1992 when I found myself at fifty with a substantial amount of money to invest, I knew just one thing — that I didn’t want to contribute to tobacco companies, arms manufacturers, or oil. But over the ensuing years the options for socially responsible investing have become far more sophisticated and I’m very happy that this is a big part of the Genus approach. I also very much appreciate the long-term relationship with my portfolio manager, Mary Lou.”
Ann P.

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