The Genesis Story
History of Effective Representation and Responsive Client Services
The landscape of individual and institutional investing underwent significant transformation in the 1980s and 1990s, driven by the growing impact of the landmark ERISA statutes from the 1970s. As these regulations gained traction, coupled with the increasing concern over the impending shortfall of Social Security, there was a rising urgency for more sophisticated investment strategies.
In this evolving environment, the modern investment management industry began to take shape. Lean, agile, and specialized portfolio management firms began to gain traction, as the demand for skilled, alpha-driven managers of stock and bond portfolios grew rapidly. The search for higher returns—beyond what traditional, passive investment approaches could provide—ushered in a new era of professional investment management.
Fertile Ground For Investment Managers
In this shifting landscape, nimble, specialized boutique investment firms proved their value, capturing market share from traditional asset management firms. It was during this era that the foundation of our firm was laid, starting with the launch of a predecessor firm in 1987 and the formal establishment of Genesis Marketing in 1993.
While many of the boutique investment houses from the 1980s and 1990s have since grown into industry giants, the demand from discerning institutional investors for agile, high-performing managers remains strong. This enduring appetite for excellence continues to be met by our firm and its carefully curated roster of top-tier investment talent.
For over three decades, our organization has identified and supported a select number of boutique and emerging managers in the industry. We have raised billions in assets, contributing to the investment success of individuals, pension funds, foundations, endowments, and more.
Genesis Today
Genesis Marketing remains at the forefront of the third-party marketing industry, known and respected for its expertise, professionalism, and proven success in partnering with a select group of investment managers.
Our Mission And Vision
Our mission is to help our clients achieve their new business objectives with integrity and professionalism. We take pride in identifying high-quality managers to represent in the marketplace, building a reputation for introducing innovative, compelling, and reliable money managers.
As we look to the future, we aim to strategically expand our sales and support team by bringing on experienced professionals who embody our commitment to integrity, expertise, and excellence.
Representation You Need And Deserve
Whether you’re an emerging or established manager, a strong market presence is key to securing mandates and attracting assets from prestigious institutional clients. This presence is most impactful when supported by well-known, credible, and highly skilled representatives.
At Genesis, our professionals bring over three decades of expertise to this specialized marketplace. With a proven track record of success, we are recognized for our ability to identify and provide responsive representation for premier boutique and emerging managers.
What Genesis Marketing Offers You
- Strong, established relationships with influential investors and consultants
- Active engagement at leading industry conferences
- Comprehensive, customized database and prospect tracking tools
