Foundations
Preserving Capital, Generating Income
Genus has managed money for private and public foundations, endowments and other charitable organizations since 1990. We understand the unique investment needs of trusts, foundations and other non-profit organizations and consider this one of our areas of expertise.
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 trust and endowment boards, given their primary mandate to preserve capital and generate income to fund their charitable giving.
Working With You
We work in close partnership with trustees or their advisors to assist in developing a clear and well-crafted investment policy statement (IPS), if one does not already exist. The IPS documents the portfolio asset mix and investment strategy. It is the blueprint for achieving your goals.
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 from a range of 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 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
Our client service and reporting is proactive, informative and tailored to meet the specific requirements of our clients and their advisors. We ensure that your investment and reporting needs are clearly defined and appropriately addressed.
Key Features & Benefits
► Professionally managed portfolio; experienced and seasoned teams
► Made-to-measure strategies preserve capital and generate income
► Superior equity and fixed income management by leading money managers
► Competitive fees, exceptional client service, administration and reporting
Learn How We Can help You
Call 604-683-4554 or email info@genuscap.com to arrange a meeting or consultation (typically 30-45 minutes) with one of our portfolio managers .
GENUS VIDEO COMMENTARY
Genus CEO and Chief Investment Officer, Wayne Wachell, and Director of Wealth Management, Leslie G. Cliff, discuss the economy, current opportunities, and events impacting the financial markets.
LATEST COMMENTARY
NO DOUBLE DIP
Equity markets needed to correct from last year’s stimulus-induced highs, but their moves down in the second quarter were overdone as investors succumbed to exaggerated fears of a double-dip recession. Despite the tough economic landscape, the odds of a double-dip are zero.
Read on...