GenFi Family and Fiduciary Services
  • INSIDE GENFI
    • Genfi Overview
    • GenFi Beliefs
    • Genfi Advisors Bios
  • GENFI PROCESS
    • GenFi Process
    • Choosing an advisor
    • FAQ
  • RESOURCES
    • Client login links, tools, and reading list
    • Online Media Kit
    • Market updates & Strategy
  • Contact Us
    • Reach us by mail at: GenFi, 1016 West Jackson Boulevard, Chicago IL 60607
    • Reach us by phone at:872.213.1113
    • Reach us by email at:jzakarias@generationsffs.com
  • GenFi Privacy Policy
  • GenFi Client Relationship Summary Form CRS
  • GenFi Investment Advisor Registration Form ADV
  • GenFi ADV Supplement background and qualification
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Frequently Asked Questions

  • Q1. What is GenFi’s historical Investment performance?

      A1. GenFi�s historical investment performance varies by client because of our customized approach. We do not manage every client portfolio in similar fashion creating a composite performance number. We can share with you referrals who�ve agreed to speak with prospective clients on their individual performance and can also share performance information on underlying managers.

  • Q2. What is GenFi’s investment philosophy?

      A2. Our investment philosophy begins with the warren buffet quote �we will only do with your money what we would do with our own.� Further, we take a disciplined, comprehensive, and independent approach. We focus on maximizing long term client net worth, consistently bringing the best solutions, and proactive integration of additional planning services. We incorporate both traditional asset classes as well as tactical and alternative allocations. We consider macroeconomic conditions and both internal and external research.

  • Q3. What is the difference between GenFI and a broker, bank, or money manager?

      A3. See our table - link to table. GenFi receives the same compensation no matter what allocations, implementation path, or products are utilized.

    • We are completely independent advocates for our clients.
    • Our process is collaborative and disciplined.
    • We are able to provide a higher level of: privacy, flexibility, customization, and often a broader range of services.
  • Q4. Do GenFi Clients have a client service team?

      A4. Yes. Each client will have access to an advisory team that will vary by client needs and firm resources..

  • Q5. What is the GenFi/client fee arrangement?

      A5. GenFi is a fee only advisor. We are only compensated by you � our client. WE have no other compensation sources including commissions that could potentially impair our ability to be a fiduciary and advocate for our client. Clients are charged a percentage of assets managed based on a standard fee schedule.

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