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Institutional Management

Genesee Capital Advisors provides independent advice and investment management services to a wide range of institutional clients including foundations, endowments, trade organizations and a variety of other non-profit organizations. Every institutional investment plan we develop is established to fulfill a unique liability or need of an organization’s mission. We combine market wisdom, technological savvy, personalized planning and structured advice to help clients achieve their specific goals. Long-term performance is important, but we also recognize the need to manage risk within the context of meeting an organization’s goals, objectives and future spending needs. Thus we create portfolios that are easy to understand, low-cost, transparent and liquid.