GENESIA INVESTMENTS LLC

Tailored OCIO and Asset Management Solutions

Genesia Investments LLC is an SEC registered investment advisor. For more information, please visit the SEC’s Investment Adviser Public Disclosure website.
ADV Part 2A

who we are

Genesia provides outsourced investment services to Wealth Advisors and Asset Managers. Genesia respects that there are different ways that our clients develop and deliver investment solutions to their end clients. It is our adaptive approach that distinguishes our investment services from the many standardized OCIO (Outsourced Chief Investment Officer) services offered by others.

Genesia is led by our Chief Investment Officer, Rafael A. Villagran. Over the course of his 35-plus years investment experience, Mr. Villagran has developed a deep and diverse investment research and portfolio management resume. His extensive experience includes a rare complement of sell-side equity research, institutional portfolio management and, over the most recent decade, diverse wealth management investment leadership and consulting roles.

what we do

Outsourced CIO and Asset Management Services

Portfolio Management Consulting

Expertise based on experience

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Managed Portfolios

V-Signal™ Portfolios
Proprietary momentum trend- following strategy

Strategic Portfolios
Low-cost Access to Efficient Frontier
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Subscription Services

Research
Simplifying the Complicated
Including Client-Ready Versions

Model Portfolios
& V-Signals™

For DIY PMs
2 Strategies, 12 Models, & all V-Signals™

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