Diversified ETF portfolios, built with AI and managed by the investment team at Doxa Capital.
What is Genesis
The beginning of your investing life.
You don’t have a need for comprehensive financial management, but you don’t feel comfortable blindly investing through a “robo-advisor” 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%.
Simple
A short financial plan matches you with one of four diversified portfolios, each built for a different level of risk.
Transparent
One fee of 0.40% a year, so a $10,000 account pays $40. And it’s not just a chatbot; you can reach someone at Doxa anytime.
Intelligent
Each quarter, our in-house AI agent rebalances every model using Doxa Capital’s research, and our investment team approves every change.
Our goal is to give investors what they want, without charging them for what they don’t.
Our standard
Held to a fiduciary standard.
As a registered investment adviser, Doxa Capital’s first and only priority is our clients. We don’t get paid by anyone else.
How it works
Technology does the heavy lifting. People make the call.
Genesis combines simplicity with sophisticated technology to create a tailored investment experience. Our custom AI draws on Doxa Capital’s research to build four diversified portfolios, each optimized along the efficient frontier using a selection of low-cost ETFs across sectors and geographies. Portfolios are rebalanced every quarter to make the most of diversification and dollar-cost averaging, keeping your investment strategy in high gear.
- 01
A simple plan
We start with a short financial plan that matches you with the most suitable of our four models. You can switch anytime, because life always throws us curveballs.
- 02
Get started
Accounts are held with Charles Schwab, and the digital opening process is completely seamless. Funding your new account can be as simple as an ACH transfer, a rollover, or whatever your situation calls for.
- 03
Rebalance & verification
Each quarter, our in-house AI agent rebalances all four models using the context of Doxa Capital’s research database. It’s designed to keep portfolios balanced and within each model’s risk parameters, and every rebalance is approved by the Doxa team.
Where Genesis fits
Every investor starts somewhere.
Doxa Capital works with investors at every stage of life, from building assets to planning a legacy. Genesis is built for the first step.
When life gets more complex—kids, charitable giving, a large bonus or payout, tax and estate planning—Doxa Capital’s full-service wealth management becomes the better fit. We’ll be ready when you are.
- Asset buildersGenesis
- Pre-retirees
- Retirees
- Legacy-focused
Research
Insight from Doxa Capital.
Doxa Capital takes pride in its research and insights. Our monthly podcast, “Doxa Takes,” is our take on everything from popular financial planning topics to market outlooks.
Doxa Takes
Our monthly podcast.
Insights
Market research and economic commentary.
Doxa Capital
The firm behind Genesis.
Views expressed on Doxa Takes are those of the hosts and guests and don’t necessarily represent their firms. Past performance is not indicative of future results.
Contact
Drop us a note.
Don’t be afraid to reach out. We’d love to hear from you.
