Let’s Talk

Tell us what you need and we will respond
to your query within 24 hours.

At Your Service

We’d be delighted to tell you more of the Genus Fossil Free story, and how we can work with you to help you achieve your goals. Please complete one of our email forms for a prompt reply.

OPEN AN ACCOUNT ONLINE

Ready to create an account?

 

You can get started right now by filling out a simple and convenient application form. Our easy and secure online application will take you approximately 15 minutes to complete.

OPEN AN ACCOUNT BY PHONE OR EMAIL

Ready to get started? Please complete the contact form, or call us at 1-844-660-5122, Monday – Friday 8:30am to 5:30pm PST. One of our specialists will reply within one business day.

HOW DID YOU HEAR ABOUT US?

PLANNING TO INVEST:

APPROXIMATE AMOUNT:

CONTACT PREFERENCE:

GET A PORTFOLIO RECOMMENDATION

Tell us about yourself and your investment goals, and we’ll provide you with a customized portfolio recommendation.

It’s easy:

 

1. Answer a few questions. (estimated time 2-3 minutes)

2. Get a customized portfolio recommendation.

3. Take the next steps to invest.

GET A RECOMMENDATION

Please note:

Our minimum investment requirement is $50,000. You may group several accounts together to achieve this requirement. Please contact us for more details.

 

 

TALK TO AN ADVISOR

Working with us, you’ll enjoy the attentiveness of a boutique firm, while benefiting from our global expertise and access to top asset-class specialists.

 

Ready to get started? Please complete the contact form and one of our specialists will reply within 24hrs.

HOW DID YOU HEAR ABOUT US?

PLANNING TO INVEST:

APPROXIMATE AMOUNT:

CONTACT PREFERENCE:

OPEN AN ACCOUNT NOW

Ready to go fossil free?

You can get started right now by filling out a simple and convenient application form. Our easy and secure online application will take you approximately 15 minutes to complete.

GET STARTED
GET A PORTFOLIO RECOMMENDATION

Tell us about yourself and your investment goals, and we’ll provide you with a customized portfolio recommendation.

It’s easy:

 

1. Answer a few questions. (estimated time 2-3 minutes)

2. Get a customized portfolio recommendation.

3. Take the next steps to invest.

GET A RECOMMENDATION