Advisor at Genereux Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Genereux Investment Management, Inc.
Location
Steamboat Springs, CO
Credentials
Series 63, Series 65
Industry experience
25 years
Mark Genereux is the sole advisor at Genereux Investment Management, Inc., an independent firm based in Steamboat Springs, Colorado. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having led his firm since 2000. Genereux Investment Management serves individuals, trusts, estates, charitable organizations, foundations, and institutional clients, providing discretionary investment management, financial planning, and pension consulting. The firm’s investment approach focuses on asset allocation and risk management, utilizing fundamental, technical, cyclical, and charting analysis to build diversified portfolios with ETFs, mutual funds, separately managed accounts, and individual securities.
Based on Genereux Investment Management, Inc.
Based on Genereux Investment Management, Inc.
1.00% annually
Account minimum: $1,000,000
Steamboat Springs, CO
Colorado · Texas
Genereux Investment Management, Inc.
2000 - Present (26 years)
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Other specialized services
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