What is it?
Genesis is designed to be the beginning of your investing life. By combining your financial situation with your personal risk tolerance, Genesis uniquely tailors a diversified portfolio to help you reach your goals. So what is Genesis in three words?
Simple. Transparent. Intelligent.
We get it. You don't have a need for comprehensive financial management, but you don't feel comfortable blindly investing though a 'roboadvisor' with a simple chat box to fall back on. This is why Doxa Capital created Genesis.
Our philosophy is straightforward. Genesis was formed to provide investors with a simple asset allocation platform without the extras of a full service shop - for an annual fee of just 0.40% of the account value.
Example: An account of $10,000 would be charged $40 a year.
Our goal is to provide investors what they want, without charging them for what they don't.
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Doxa Capital, LLC (herein ‘Doxa’) makes no representation, and it should not be assumed, that past investment performance is an indication of future results. Moreover, wherever there is the potential for profit there is also the possibility of loss. Certain of Doxa’s strategies involve advanced investments that can be illiquid and are subject to a substantial risk of loss and are not suitable for many investors. Options are not for everyone. Before engaging in the purchasing or writing of options, investors should understand the nature and extent of their rights and obligations and be aware of the risks involved, including the risks pertaining to the business and financial condition of the issuer and the underlying stock. A secondary market may not exist for these securities. Where an investment is denominated in a currency other than the investor’s currency, changes in rates of exchange may have an adverse effect on the value, price of, or income derived from the investment. No model or group of models can offer a precise estimate of future returns available from capital markets. We remain cautious that rational analytical techniques cannot predict extremes in financial behavior, such as periods of financial euphoria or investor panic. Our models rest on the assumptions of normal and rational financial behavior. Forecasting models are inherently uncertain, subject to change at any time based on a variety of factors and can be inaccurate. Doxa Capital, LLC believes that the utility of this information is highest in evaluating the relative relationships of various components of a globally diversified portfolio. As such, the models may offer insights into the prudence of over or under weighting those components from time to time or under periods of extreme dislocation. The models are explicitly not intended as market timing signals. Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment. Investment in Global, International or Emerging markets, directly or indirectly, may be significantly affected by political or economic conditions and regulatory requirements in a particular country. Investments in non-U.S. markets, directly or indirectly, can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation. Such securities may be less liquid and more volatile. Bond investors should carefully consider risks such as interest rate, credit, default and duration risks. Greater risk, such as increased volatility, limited liquidity, prepayment, non-payment and increased default risk, is inherent in portfolios that invest in high yield (“junk”) bonds or mortgage-backed securities, especially mortgage-backed securities with exposure to subprime mortgages. Generally, when interest rates rise, prices of fixed income securities fall. Interest rates in the United States are at, or near, historic lows, which may increase a Fund’s exposure to risks associated with rising rates. Investment in non-U.S. and emerging market securities, directly or indirectly, is subject to the risk of currency fluctuations and to economic and political risks associated with such foreign countries. ETF Risk Disclosures We remind investors that these investments are subject to market risk and will fluctuate in value. Investors may obtain prospectuses for the funds described in this report from the ETF distributor. The distributor for the iShares ETFs is SEI Investments Distribution Co. The distributor for Diamonds, Mid Cap SPDRS, SPDRS, Nasdaq 100 Index, and Select Sector SPDRS is Alps Mutual Fund Services. The distributor for streetTRACKS is State Street Capital Markets, LLC. The distributor for the Vanguard ETFs is Vanguard Marketing Corporation. The prospectuses contain more complete and important information about the ETFs and should be read carefully before investing