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.