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Managed Accounts

  • Receive investment management from a wide variety of professional investment managers and ongoing account reviews with our team of  Financial Advisors
  • Select from several account types with different investment styles and tax management opportunities
  • Pay a single fee based on the assets in your account versus multiple transactional fees

For investors seeking a customized investment solution that offers ongoing professional money management, a managed account chosen together with you and our team of Financial Advisors at Genesis Wealth Advisors, may be the right choice.


Professionally Managed accounts combine the advice from our team of Financial Advisors with the knowledge of the chosen professional money managers. 



Why Managed Accounts?


Managed accounts use an asset-based fee structure that allows investors to receive guidance and implement an ongoing personalized investment strategy without incurring individual trading costs at the time of purchase or sale.


You can create your personal portfolio using a broad range of investment choices and professional money managers as part of an investment advisory asset-based service.



Be Involved, or Delegate Account Management


Our team of Financial Advisors can recommend one or more managed accounts for your taxable and retirement assets based on your goals and needs.

 Whichever program you choose, our team of Financial Advisors at Genesis Wealth Advisors will track your overall investment portfolio and work with you to make sure it remains aligned with your goals.

Using Professionally Managed Accounts as the Foundation of your Personalized Investment Strategy the Genesis Wealth Advisors Team of Financial Advisors will Provide: 

  • Predictable management fees
  • Rebalancing of your assets and monitoring of your overall investment strategy
  • Regularly scheduled meetings to discuss your progress 
  • Choose from a broad array of investments — mutual funds, stocks, exchange-traded funds (ETFs), bonds and other publicly traded securities
  • Be actively involved in the investment selection and ongoing monitoring of your account



Managed Account Solutions


We offer a full range of managed account solutions based on your investment goals, preferred investment style and your need for customization. Our team of Financial Advisors can help you choose from a wide selection of fee-based options including professional management from the industry’s best investment managers.


Managed accounts provide a great deal of flexibility to accommodate your goals and investment style.

Our Team of Financial Advisors will Work with you to Choose from:

  • Individual Securities: professional money managers construct a portfolio of individual securities targeted to a specific area of the market and investment style aligned with your long-term financial objectives.
  • Exchange Traded Funds (ETFs): a portfolio of low-cost, tax-efficient ETFs managed to achieve a high degree of diversification.
  • Mutual Funds: a diversified portfolio of mutual funds selected based on manager quality and long-term performance, managed to your specific needs and objectives.


Managed Accounts allow for collaboration with our team of Financial Advisors while implementing a professionally managed investment strategy for you.

Types of Strategies to Consider:

  • Strategic Asset Allocation: Used for long-term investing, the goal is to create a diverse mix of assets that will optimally balance risk and return over full market cycles.
  • Tactical Asset Allocation: Using active management, the goal is to find a balance of investment vehicles that demonstrate the greatest promise for gains in any given market environment.


Your asset allocation strategy, created together with our team of Financial Advisors at Genesis Wealth Advisors, will depend on many different aspects including; your risk tolerance, investment time frame and financial goals.  Diversification or asset allocation does not guarantee a profit or protect against a loss.



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


Diversification or asset allocation does not guarantee a profit or protection 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.