Got an online brokerage account?

Now what?

Manage your own investment portfolio on your terms. We'll help you with building your portfolio and selecting when and what to trade. We leave the execution up to you.

Smaller accounts welcome.

Unlike traditional money management platforms and systems, there is no actual minimum to begin your portfolio. However, adequate funds must be accounts prior to placing trades with your online broker. Most portfolios can be started with around $1,000.

Sophisticated investment strategies.

Based on your investment policy statement (We'll help you build one), you'll be trading stocks, ETFs & options for your portfolio. Also, for an added fee, you can have your advisor execute the trades for you with the click of a button.

Simple, professional portfolio management.

A simple, online interface allows you to view your various trades for each portfolio. Dependent on online brokerage platform used, links to trading screens may be available right from your interface. You'll be alerted when changes or new trades are available for your portfolio so that you can place the trade directly at your online brokerage.

Flexible brokerage solutions.

Our portfolio management services are designed to complement your exiting online brokerage account, not replace it. Our brokerage partners are some of the leaders in the business offering everything from trading tools to SIPC coverage all at reasonable commissions.

right side stuff

Genero Investment Management, 609 Deep Valley Drive, Suite #200, Rolling Hills, CA 90274-3614 P:310.295.2235 | Genero Investment Management is a state-registered Registered Investment Advisor. Services offered are available only in the state of California. Residents of any other states may not receive services.

System response and access times may vary due to market conditions, system performance, and other factors. Privacy policy is available upon request. Please report any unintentional communications to compliance@generoinvestments.com. Options involve risk and are not suitable for all investors. An investor may lose the entire amount committed to options in a relatively short period of time. Individuals should not enter into option transactions until they have read and understood the risk disclosure explained in Characteristics and Risks of Standardized Options (http://www.cboe.com/Resources/Intro.aspx)(PDF) published by the Options Clearing Corporation and available by calling 1-888-678-4667. Investors should discuss tax treatment of options strategies with their tax advisers prior to undertaking such transactions. Interest charges are incurred where the underlying securities are purchased on margin. A secondary market for options is not necessarily available. Past performance is not indicative of future results.