Impacting the future todayTM
Events

Watch on Demand – Tax Strategies for 2025

Join us for an insightful webinar hosted by Thomas Irwin, focused exclusively on tax strategies and planning for 2025.

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Events

Watch on Demand – Year in Review and 2025 Outlook Seminar

Watch on demand - Join the Genus leaders as they revisit the highs and lows of 2023, and look ahead at what’s in store for 2024.

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Blog

It’s Time to Think More Holistically About Your Financial Legacy – and Its Impact on the Future

To many, a family legacy is merely a financial gift. But to us, money is just one part of the picture. Grant Conroy, a Portfolio Manager and Partner at Genus, prefers to look at wealth planning as more than just documents surrounding money and inheritance. 

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Blog

What’s in Store for the Markets: An Investor’s Preview to 2025

At the start of every year, we take a deep dive into the current financial and economic landscape to help our clients make decisions about the year ahead. Here’s our investors’ preview to 2025.

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Blog

2024 Year in Review: Exceptional Market Growth, Government Spending and Institutional Impact

Every year we look back at the trends and events that shaped the investment landscape. Here’s what we saw in 2024.

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Blog

Institutions Can Amplify Impact with a ‘Blended Finance’ Approach to Investing

A new way of structuring institutional finances—using a mix of grants, private and public equity, as well as bonds and other fixed income products—offers a way to achieve higher values alignment in their deployment of capital.

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Insights

Genus Insights

Events - February 22, 2022

Retiring with Purpose – Watch on Demand

Watch on demand - Join Sue Talbot & Julia Chung as they explore sound methods and provide their key insights into the delicate art behind retiring with purpose.

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Events - January 20, 2022

2021 Review and 2022 Outlook – Watch on Demand

https://www.youtube.com/watch?v=i-8bxUuNfqQWatch on demand – Join the Genus leaders as they revisit the highs and lows of 2021, with a peek behind the curtain at the firms market insights, investment processes and a look ahead at what’s in store for 2022. This annually hosted webinar covers some...

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Blog - January 19, 2022

Stock Market Outlook – What’s in Store for 2022

Stock Market Outlook – What’s in Store for 2022 The start of a new year always signals an opportunity to reflect back on where we’ve been, and to look forward to what’s on the horizon. Here we took a look back at the markets in...

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Blog - January 13, 2022

2021 in Review: A Story of Fire & Ice

Year in Review: A Look Back at the Markets in 2021 From the continued acceleration of digital transformation to supply and demand imbalances on everything from consumer products to manufacturing materials, the second year of the COVID-19 pandemic resulted in many economic trends that affected...

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Blog - December 21, 2021

Inside Our Impact Portfolio: Why We Invest in Dynavax Technologies

Here’s a look at why we added Dynavax to our Genus Fossil Free High-Impact Fund For the past several years, vaccines – and their makers – have dominated news headlines. Pharmaceutical company brand names have become as commonplace as the everyday brands we use at...

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Blog - December 10, 2021

12 Days of B Corp

As a proud B Corp, we’re showcasing 12 days’ worth of B Corps-sourced gifts to help you with thoughtful holiday giving Does the holiday scramble have you wondering about your environmental impact? While you may be aware of the toll consumer holidays can take on...

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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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