
Genesee Capital
closedHQ location
San Diego, United States
Launch date
Recent deals
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More about Genesee Capital
EditGenesee Capital Advisors is an independent investment advisory firm focused on discretionary portfolio management, comprehensive wealth management planning and retirement plan design. Our founding members bring more than 80 years of combined industry experience to the firm, building the business around three core principles – trust, aligned incentives between us and clients, and a clear, well-articulated investment process designed to minimize risk while achieving above-average returns. These tenets have helped our team provide sound investment management and unbiased wealth planning advice to a wide range of clients. Now, we look forward to the opportunity to do the same for you.
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