Broker Check

Investment Products

 

Investing in the financial markets can help you reach your future dreams of retirement, education or world travel. Whether you already know a lot about the market or you want someone to help you make sense of investing, the team of Financial Advisors at Genesis Wealth Advisors can help.

 

 

IRAs & Retirement Plans

 

Roth and Traditional IRAs offer tax advantages for retirement savings. Find out if it makes sense to consolidate by rolling over the assets in a 401(k) or 403(b) account to an IRA.* Retirement Plan Solutions for businesses can offer tax-deductible contributions and tax-deferred growth opportunities. Through strategic alliances with industry-leading retirement plan providers, the Genesis Wealth Advisors team is able to provide an array of 401(k) products to meet a wide range of needs.

 

*Before requesting a rollover or transfer, talk to your financial and tax advisor to be sure that you are considering all the relevant issues.

  

Mutual Funds

 

Diversify your investments with professionally managed mutual funds. Choose from over 3,000 available mutual funds for efficient and cost-effective money management.  The selection of investment choices can often be overwhelming, guidance from our team of Financial Advisors can help ensure that your investment portfolio suits your unique needs. 

 

 

Stocks & Exchange Traded Products (ETPs)

 

Stocks and ETPs can play a role in a long-term, diversified investment our team of Financial Advisors at Genesis Wealth Advisors can help you build a portfolio that works for your immediate needs and your future dreams.

 

 

Bonds and Individual Fixed Income Securities

 

Bonds are a debt security that can provide a predictable income stream. By working with the Genesis Wealth Advisors team, you have access to a wide variety of bonds to help diversify your investment portfolio.

 

 

Education Savings

 

Get the rundown on options for saving for your children's, grandchildren's or your education using accounts such as 529 plans and Coverdell Education Savings Accounts (CESAs).

 

 

Real Estate and Alternative Investments

 

Genesis Wealth Advisors team offers a wide variety of alternative investments that may help you diversify your portfolio.

 

 

Managed Accounts

 

A managed account provides access to investment professionals that select and monitor investments based on your investing goals and needs. Together with the advice from Genesis Wealth Advisors team of Financial Advisors you can choose active involvement in regular account activities or delegate it entirely to investment professionals.

 

 

Structured Products

 

Structured products are bundled investments often designed to provide principal protection with market exposure, though some only offer a partial buffer against market performance or no protection at all.

 

 

Certificates & Rates

 

A solid investment for your cash reserve needs. Certificates offer guaranteed rates and principal, no account fees with flexible investment options.

 

 

Unit Investment Trusts (UITs)

 

UITs are professionally-selected securities in a passively managed portfolio that offer access to a variety of investing styles, sectors and asset classes.


Options

 

Options are complex and sophisticated investments that give the holder the right or the obligation to buy or sell securities at a predetermined price within a set period of time.

 

 

Syndicate Offerings

 

A syndicate offering is a means of bringing a new security to the market. Genesis Wealth Advisors participates in two types of offerings: closed-end funds and preferred securities.

 

 

The team of Financial Advisors at Genesis Wealth Advisors help clients choose investments that are designed to fit their goals.

 


To learn more about Investing and other financial services, contact Genesis Wealth Advisors to schedule an appointment today.

 


All investing involves risk, including the possible loss of principal. Tax services are not offered through, or supervised by Lincoln Investment, or Capital Analysts. Diversification does not guarantee a profit or protect against a loss. A plan of regular investing does not assure a profit or protect against loss in a declining market. You should consider your financial ability to continue your purchase throughout periods of fluctuating price levels. Please obtain a prospectus for complete information including charges and expenses. Read it carefully before you invest or send money. An exchange-traded fund (ETF) is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange. ETFs are typically registered as unity investment trusts (UITs) or open-end investment companies whose shares represent an interest in a portfolio of securities that track an underlying benchmark or index. Some ETFs that invest in commodities, currencies or commodity-or currency-based instruments are not registered as investment companies. Unlike traditional UITs or mutual funds, shares of ETFs typically trade throughout the day on an exchange at prices established by the market. These ETFs are not managed by the issuer. Investors must buy or sell ETF shares in the secondary market with the assistance of a stockbroker. In doing so, the investor will incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling. The bond market is volatile and carries interest rate, inflation, liquidity and call risks.  As interest rates rise, bond prices usually fall, and vice versa.  Change in credit quality of the issuer may lead to default or lower security prices.  Any bond sold or redeemed prior to maturity may be subject to loss.