Genus Custom Strategies
Delivering Exactly What You Want
Genus Custom Strategies are product solutions for pension consultants, investment advisors and plan sponsors, as well as mutual fund companies and dealers.
Custom-Built Investment Solutions for You
Genus Custom Strategies can transform your ideas and approach into completely customized investment solutions for your exclusive use and branding.
You can leverage our capabilities in researching, developing and managing strategies and products across a wide range of asset classes and mandates.
Genus Custom Strategies seek to deliver “perfect fit” investment products grounded in solid research, robust risk management and innovative design.
Smarter for Clients - More Profitable for You
Through our in-depth research and portfolio management services, proprietary asset allocation modeling and proven investment approaches, Genus can create customized services to meet the specific needs of virtually any group.
Pension Consultants - If you have clear ideas about the specific discipline you’d like for your clients, we can research, test , build and implement it for you.
Investment Advisors - If you are a top-tier producer, we can turn your investment values and beliefs into sound disciplines for your exclusive use, executed through your firm’s SMA platform.
Investment Dealers - We can custom-create Guided Portfolios, Equity SMA Mandates, Retirement Solutions, and Asset Mix Models for your existing portfolios.
ESG Preferences - If you have very specific environmental, social or governance (ESG) preferences, we can construct a completely unique strategy and portfolio just for you.
Pension Plans - If you manage money, we can use our research, technology and data platforms to develop additional approaches and cover new asset classes with ongoing strategy calculation services.
Mutual Funds - We can custom-build exactly what you want.
Family Wealth - We can build, test and implement a customized portfolio to preserve and grow your family’s wealth, so you can focus on what’s truly important to you.
We'd be Delighted to Tell You More
To find out more about the Genus Custom Strategies call J.P. Harrison (Partner & President) at 604.605.4631 or email jharrison@genuscap.com.
To request a Genus Custom Strategies brochure, email info@genuscap.com.
