First Nations
Preserving Capital, Generating Income
Genus has a decade-long history of managing assets for First Nations and Aboriginal organizations. We understand their unique investment needs and consider this one of our areas of expertise. Communities in British Columbia, Alberta and the Northwest Territories entrust Genus with their assets.
Appeal of Our Approach
Our disciplined investment approach and excellent long-term performance record has been achieved with a low level of risk. This appeals to First Nations and Aboriginal organizations, given their primary mandate to preserve capital for future generations and generate income to fund today's community programs.
Working With You
We work in partnership with investment committees and their advisors to determine an appropriate investment strategy, if one does not already exist. We listen to their issues and concerns to gain a better understanding of how best to match their needs, goals and tolerance for risk with a long-term investment strategy that is right for them.
We manage portfolios on either a pooled basis (minimum account size: $1-million) or segregated basis (minimum account size: $10- million). Transitioning your portfolio or opening an account with us is easy: we facilitate the entire process in consultation with your other advisors.
Investment Platform
Our robust investment platform includes domestic and international equity asset classes, emerging market exposure, alternative strategies, and a range of fixed income asset classes. Clients can also choose socially screened portfolios that focus on sustainability and social issues.
Specialist Expertise
We directly manage core equity disciplines for which we have strong capabilities and a solid 20-year track record of reliable and consistent returns. For asset classes and services requiring unique expertise and resources, we partner with premier institutional sub-advisors and service providers. This pooling of specialist expertise in our value chain gives us a distinct competitive edge in creating and building value for our clients.
Keeping You Informed
We take pride in providing reports and account information that is meaningful and easy to understand. We ensure that your investment and reporting needs are clearly defined and appropriately addressed.
Key Features & Benefits
► Professionally managed portfolio; experienced and seasoned teams
► Customized strategies designed to preserve capital and generate income
► Superior equity and fixed income management by leading money managers
► Exceptional client service, administration and record-keeping
Learn More...
We invite you to contact us at 1-800-668-7366 or email info@genuscap.com to learn more about what we can do for you.
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GENUS EXPANDS SCHOLARSHIP PROGRAM
Genus has expanded its scholarship program and will provide $20,000 to assist graduating students from the Alberta Metis Settlements and Carcross-Tagish First Nation in the Yukon. Read on...