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Managed Portfolios

V-Signal™ Portfolios

Our V-Signal™ Portfolios are intended for clients that prefer more active management, and prefer a strategy with the potential for improved portfolio returns and reduced risk.

Genesia’s discretionary sub-advised V-Signal™ Portfolios apply our proprietary momentum-based intermediate-term asset allocation discipline. With the application of our signals, we seek to overweight asset classes of expected continued leadership, and underweight asset classes expected to continued to lag.

  • We offer allocations across risk tolerances, utilizing carefully selected low-cost ETFs that we deem to have best-in-class characteristics.
  • These portfolios offer allocations which accommodate beneficial periodic rebalancing.
  • Based on the nature of this discipline, we are not able to offer tax aware versions of this strategy, and therefore this strategy may be most suitable for qualified/tax deferred accounts.

More details on these strategies is presented in our Fact Sheet, available in the adjacent link. This Fact Sheet also represents a sample of the quarterly model portfolio deliverable for DIY PM subscribers.

Strategic Portfolios

Through market cycles and over long-term time horizons, investment markets provide fairly predictable return and risk characteristics. For clients that prefer to harness this predictability, we offer discretionary sub-advised Strategic Portfolios, which provide low-cost access to the Efficient Frontier of global equities and U.S. investment grade bonds.

  • Our Strategic Portfolios are offered in allocations across the spectrum of risk tolerances, and are intended to serve clients through market cycles.
  • These portfolios utilize carefully selected low-cost ETFs that we deem to have best-in-class characteristics, and provide disaggregated allocations which accommodate beneficial periodic rebalancing, tax loss harvesting, as well as some precision in the consideration of preexisting legacy/low-basis holdings.
  •  We offer Core, Tax Aware, and Customized Tax Aware versions, as well as simplified allocations for smaller accounts.

 

More details on these strategies is presented in our Fact Sheet, available in the adjacent link. This Fact Sheet also represents a sample of the quarterly model portfolio deliverable for DYI PM subscribers.

Genesia Investments LLC does not provide tax advice. We recommen that end clients be advised to consult their tax professional before making any investment decisions.

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