Genereux Investment Management, Inc.

Genereux Investment Management serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, foundations and other institutional clients. The firm provides discretionary investment management, integrated financial planning, retirement‑plan rollover advice and consulting services, including pension consulting for eligible clients.

The firm’s investment approach emphasizes asset allocation and risk management, using fundamental, technical, cyclical and charting analysis to construct diversified portfolios implemented with ETFs, mutual funds, separately managed accounts and individual securities. For eligible concentrated‑position or high‑net‑worth accounts the firm may allocate to a subadviser that employs options, other derivatives, margin/borrowing and collateral‑management overlays intended to hedge risk and generate income, and these strategies carry distinct hedging, liquidity and model risks.

What is noteworthy is that, despite operating as a single‑advisor independent firm managing approximately $129 million in client assets, Genereux offers institutional‑style services that are uncommon among peers — notably the use of derivatives and borrowing in separately managed accounts and direct work with charitable organizations and pension clients. The firm manages accounts on a discretionary basis, requires suitability screening for the more complex strategies, and discloses the additional risks and disclosures associated with its subadvisory and derivatives-based offerings.