Genesis by Doxa

What is it?
Genesis is designed to be the beginning of your investing life. By combining your financial situation with your personal risk tolerance, Genesis uniquely tailors a diversified portfolio to help you reach your goals. So what is Genesis in three words?
Simple. Transparent. Intelligent.

We get it. You don't have a need for comprehensive financial management, but you don't feel comfortable blindly investing though a 'roboadvisor' with a simple chat box to fall back on. This is why Doxa Capital created Genesis.

Our philosophy is straightforward. Genesis was formed to provide investors with a simple asset allocation platform without the extras of a full service shop - for an annual fee of just 0.40% of the account value.
Example: An account of $10,000 would be charged $40 a year.

Our goal is to provide investors what they want, without charging them for what they don't.
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Doxa Capital & Genesis are held to a Fiduciary Standard as a Registered Investment Advisor. This means our first and only priority is our clients, as we don't get paid by anyone else.

Our process starts with a simple financial plan which will match you with the most suitable model portfolio, blending cutting-edge AI with the expertise of Doxa Capital's investment team. This can be changed at any time of course, because we know life constantly throws us curve-balls.

So where do humans come in? We curate every re-balance and review your plan to ensure your investments align with Doxa Capital's long term outlook.

Take the first step towards smart investing by clicking below.
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Genesis combines simplicity with sophisticated technology to create a tailored investment experience. Our advanced AI model continuosly crafts five diversified portfolios, each optimized along the effiency frontier using a selection of low-cost ETFs across various sectors and geographies. Portfolios are automatically rebalanced to harness the full power of diversification and dollar-cost averaging, keeping your investment strategy in high gear.
Podcast
Doxa Capital takes pride in its market research and economic insights. Click on the icons below to view the most recent updates from the research team.

Doxa Takes Podcast
The Cutting Cycle
Spring Update
Drop Us A Note
Don't be afraid to reach out. We'd love to hear from you.
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What is it?

Start Investing

Podcast

Doxa Capital takes pride in its market research and economic insights. Click on the icons below to view the most recent updates from the research team.

Drop Us A Note

Don't be afraid to reach out. We'd love to hear from you.