Investment services

Grow your money while making a difference in the world.



Invest $100K+

Invest for impact
with trusted advice.

Annual cost: 0.90% or less*

  • Access to a firm with over 30 years of investment experience
  • Active data-driven stock picking
  • Active systematic risk management
  • Market-leading social and environmental integration (ESG)
  • In-house professional investment team
  • Kickoff and annual consultation with experienced portfolio manager
  • Cash flow planning
  • On demand expert human advice on phone, chat, email, and video
  • Auto deposits and withdrawals

* Excludes taxes and about 0.15% to 0.25% custodial costs.

* Family accounts are grouped for fee savings.



Invest $500K+

Comprehensive impact investment planning.

Annual cost: 1.25% or less*

  • Customized portfolio
  • Semi annual consultation
  • Detailed planning consultation
  • Provide tax efficient portfolio strategy
  • Liaise with your other advisors
  • Exclusive networking opportunities
  • Segregated stock portfolio available for over $2 million


* Excludes taxes and about 0.15% to 0.25% custodial costs.

* Family accounts are grouped for fee savings.

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.

Help me choose

Not sure which package to choose? Watch this short video to understand the
difference between our Digital Wealth Management and Personal Wealth
Management options.

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Are you ready to make an impact
with your investments