Genesia Investments is an investment management firm founded in 2024 that provides sub-advisory services, portfolio consulting, and research subscriptions to other registered investment advisors. Genesia Investments does not provide direct services to individual retail investors; instead, independent financial advisors hire Genesia Investments to manage portfolios on a discretionary or non-discretionary basis. Genesia Investments offers proprietary quantitative signal-driven portfolios known as V-Signal Portfolios, as well as low-cost Strategic Portfolios utilizing exchange-traded funds with options for tax-aware management. Additionally, Genesia Investments provides portfolio management consulting, trade implementation support, and various research subscription services to subscribing advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fees vary by specific portfolio strategy, ranging from 0.20% to 0.40% annually for investment portfolios. Separate graduated fee schedules apply to portfolio management consulting services starting at 0.05% to 0.15% on the first $50 million.