Independent & Client-Centric
As independent investment advisors, we have the freedom and flexibility to make decisions based on your specific goals. We are objective in our advice, and transparent in our operations and fees. Not product driven, we have the autonomy to choose from a wide breadth of investment options to create opportunities that meet your personal objectives and expectations.
Disciplined & Opportunistic
We maintain balance between strict discipline and innovative insight to capitalize on opportunities while reducing volatility and risk. We are able to achieve this balance by remaining grounded in research and proven practices as we evaluate new perspectives and positions for your future.
Research-Driven & Results-Oriented
Our research is far-reaching and ongoing. Regular contact with a variety of investment managers serves as a valuable sounding board for our ideas, and brings fresh thinking and a broad range of opinions to our decision-making. Our disciplined research process provides a number of significant advantages, including identifying and gaining access to some of the nation's top money managers to build customized, performance-driven portfolios.
Team-Oriented & Collaborative
With your big-picture in mind, we collaborate among our internal advisors and with your lawyers, accountants, and other financial professionals to tap the best resources in your best interests. Working as a team, we amass broad intellectual capital to add value to your plan and your portfolio. We can also recommend professionals from our trusted list of experts who can provide integrated, strategic viewpoints.
Open, Ongoing Communication
The best decisions are made from solid knowledge and understanding. Therefore, in addition to our regular contact with you, you're invited to take part in monthly conference calls and annual performance reviews. Quarterly newsletters are distributed, and ad hoc commentary is shared when important news happens. Through this open dialogue, complexities can be simplified, opportunities uncovered, and any fears and issues addressed.
Community-Focused
We are directed by a strong sense of community – dedicated to our clients as well as the Sacramento Valley. Our firm strives to make the lives of individuals, families, and institutions richer through not only money management but also a strong commitment to the betterment of the Sacramento community by fund raising and service.
The Fine Print
Individuals seeking our personal financial planning expertise cover a wide spectrum of professions and income levels. Our clients typically generate significant discretionary income or possess a minimum of $500,000 of investable assets. Genovese Burford & Brothers is a registered investment advisor. Securities are offered through Royal Alliance Associates, Inc., a registered broker-dealer and member FINRA/SIPC.
For Retirement Plan Sponsors
We provide the same independent, disciplined approach to designing and overseeing employer-sponsored retirement plans as we do to managing individual wealth. Learn more about our Employer Retirement Plans.