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Wealth Management Products

All securities and investment products are offered through Registered Representatives of Geneos Wealth Management, Inc. which is a broker/ dealer based in Denver, Colorado who is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

The products and services available through Geneos Wealth Management, Inc. are as varied as our clients and include many flexible investment opportunities such as:

  • Stocks
  • Bonds
  • Exchange Traded Funds (ETF’s)
  • Mutual Funds
  • Money Markets/Certificates of Deposit (CD’s)
  • Annuities (including variable annuities)
  • Insurance (including long term care)

We offer professional investment advice, innovative investment products and advanced technology to help our clients meet their personal financial goals and objectives.

Making choices, taking control

Asset allocation is the choice you make to place your investment dollars in various types of securities, such as stocks, bonds, or money market instruments. Many people mistakenly believe that successful investing is the result of picking a “hot stock” or timing the ups and downs of the market. In reality, how you allocate your assets is by far the most important factor affecting a portfolios’ performance.

Note:  Asset allocation and diversification do not ensure a profit or prevent a loss in a declining market.