Genesee Capital Advisors Email Format

Investment ManagementNew York, United States2-10 Employees

Genesee Capital Advisors is an independent investment advisory firm focused on discretionary portfolio management, comprehensive wealth management planning and retirement plan design. Our founding members bring more than 80 years of combined industry experience to the firm, building the business around three core principles – trust, aligned incentives between us and clients, and a clear, well-articulated investment process designed to minimize risk while achieving above-average returns. These tenets have helped our team provide sound investment management and unbiased wealth planning advice to a wide range of clients. Now, we look forward to the opportunity to do the same for you.

www.geneseeadvisors.com

Genesee Capital Advisors, LLC (Genesee) is a Registered Investment Advisor (“RIA”) located in the State of New York. Genesee provides investment advisory services and related services for clients nationally. Genesee will maintain all applicable registration and licenses as required by the various states in which Genesee conducts business, as applicable. Genesee renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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