Genesis Wealth Management, Inc.

Genesis Wealth Management provides asset management, financial planning and retirement plan consulting to individuals, high‑net‑worth clients, trusts and business entities. The firm offers discretionary portfolio management built around model portfolios, written financial plans or consulting engagements, and retirement plan advisory for employer plan sponsors.

Its investment approach is grounded in academic research and the Dimensional Fund Advisors (DFA) model, favoring a passive, buy‑and‑hold philosophy based on Fama‑French factors and broad global diversification. Portfolios are reviewed on a regular basis and rebalanced as appropriate, and the firm describes using fixed‑income positioning and currency management tools to reduce interest‑rate and currency risk.

Noteworthy aspects include the firm’s concentrated implementation of eight DFA equity funds alongside explicit exposure to commodity and precious‑metals ETFs and DFA Global REITs, and the brochure’s disclosure that strategies may involve options and forward currency contracts to manage exposures. The firm also routinely advises employer plan sponsors under ERISA fiduciary standards and serves corporate or institutional business clients in addition to individuals — combinations that are less common for similarly sized advisory practices.