GENESIS WEALTH Overview
Genesis Wealth Advisors Llc is an investment advisor that manages 204.7 MM dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 06/30/15. The fund's latest filing disclosed 122MM in positions, representing 60% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/15. The fund's latest filing disclosed 122MM in positions, representing 60% of the manager's regulatory AUM.
GENESIS WEALTH StockAlpha
| Top 25% |
0.75yr StockAlpha
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Fundamental & Technical Factor Exposure
GENESIS WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
GENESIS WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Paul F. Duval | President And Chief Compliance Officer | June-2011 |
| Ronald C. Aines | Vice President/Member | June-2011 |
| Nicholas L. Depeyster | Cio & Managing Director | June-2011 |
GENESIS WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
GENESIS WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis
Genesis primarily employs fundamental analysis methods in developing investment strategies for its Clients. Research and analysis from Genesis is derived from numerous sources, including financial media companies, third-party research materials, Internet sources, and review of company activities, including annual reports, prospectuses, press releases and research prepared by others.
As noted above, Genesis generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. Genesis will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of Clients. At times, Genesis may also buy and sell positions that are more short-term in nature, depending on the goals of the Client and/or th...
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A. Methods of Analysis
Genesis primarily employs fundamental analysis methods in developing investment strategies for its Clients. Research and analysis from Genesis is derived from numerous sources, including financial media companies, third-party research materials, Internet sources, and review of company activities, including annual reports, prospectuses, press releases and research prepared by others.
As noted above, Genesis generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. Genesis will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of Clients. At times, Genesis may also buy and sell positions that are more short-term in nature, depending on the goals of the Client and/or th...
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GENESIS WEALTH Portfolio Concentration
GENESIS WEALTH Location
532 PAGE STREET
STOUGHTON, Massachusetts
UNITED STATES, 02072
STOUGHTON, Massachusetts
UNITED STATES, 02072
GENESIS WEALTH Contact Information
Phone Number: 781-344-1023
Fax Number: 781-344-1179
Website: http://genesisadvisors.com
Fax Number: 781-344-1179
Website: http://genesisadvisors.com
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