Client Service & Reporting | Genus Capital

By: Genus Capital  09-12-2011

We are known for delivering excellent client service and reporting.  We report to clients quarterly and annually as required. We meet with clients as frequently as they would like, and at least annually to discuss goals such as investment policy, performance and economic updates.

Our communication avenues include:


► At l east annually with our relationship managers or investment professionals

Portfolio reporting

► Quarterly account reports
►Annual performance reviews
►Online access to portfolios


► Commentary ( quarterly)
► In Focus bulletins


► Webinars
► Genus website Newsroom
► Email updates and alerts


► Genus hosts a semi-annual event for clients

Contact Genus Capital

Email - none provided

Print this page