Transparency is in our DNA.
In February 2001, Genereux Investments Management, Inc. was proudly established in the Council Bluffs, Iowa and Omaha, Nebraska metropolitan area. The goal was to fill a niche and bring a level of expertise to often underserved foundations in the marketplace. In 2017, with our children still young, we decided to make a life change and relocate to Steamboat Springs, Colorado. This decision was propelled by our love of hiking, biking, fly-fishing, skiing and all things outdoors. Founder holds Certified Private Wealth Advisor (CPWA®) and Accredited Investment Fiduciary® (AIF®) credentials.
Our business has always been location neutral and served clients across multiple states, so we are confident in our comprehensive investment management process and personalized approach to communication. In fact, the firm was built from the ground up, developed solely through personal connections to people, families and organizations looking for financial guidance. Today, we continue to offer one-on-one guidance to approximately 75 clients in more than 16 states.
As an independent investment advisor, we are able to act in your best interest. Free from product or service affiliations, Genereux Investments Management, Inc. chooses from the best of breed products, service providers and thought leaders.
We are not all things to all people. Our minimums exist because we are looking for a specific type of client. Our small client base allows us to be very in touch and knowledgeable of each individual’s goals and needs.
We build efficient portfolios, managed with that unique client in mind. We value ongoing and frequent client interactions because they guide every decision we make. Everything we do for our clients is reported quarterly or on demand, net of fees, so clients are able to see exactly what their portfolios have done since inception or at any point in between.
It’s never too soon to start planning your future at Genereux Investments Management, Inc.