We Help
Families
We help individuals and families manage their personal wealth and plan future goals, whether in education, charitable giving and/or retirement. Our minimum account size means that we can give you, your families and your aspirations the attention each deserves.
We Help
Foundations
We help foundations meet and exceed longevity goals by taking the time to truly understand the causes that propel your organization. Genereux Investments Management, Inc. meets with your team and board so that we create an investment management solution that’s right for your foundation.
We Make Investments Management Personal.
Our clients are individuals, families, foundations, small business and corporations who seek to grow, manage and invest their wealth. Our expertise in investments management, fiduciary responsibility and retirement plans makes us perfectly suited to serve you and any challenge you might meet tomorrow or decades from now.
We promise and deliver exceptional service by making your investments management personal. Genereux Investments Management, Inc. limits our services to clients that meet distinct requirements. That way we serve the clients who need our expertise with solid dedication.
Together, we create security by navigating complicated financial decisions and planning with you alongside.
