DOXA CAPITAL

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... 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?... We also believe everyone is unique, so why would your portfolio look similar to others? Our software starts with a simple financial plan, which creates an allocation of low cost ETF's that will resemble your plans and goals. This can be changed at any time of course, because we know life constantly throws us curve-balls.

Also known as: Doxa Capital, LLC, Genesis by Doxa

Primary location: Outlook