As an advisor with Geneos Wealth Management you will have access to the exclusive SelectOne asset management platform. SelectOne is a Unified Managed Accounts platform with access to multi-manager, multi-allocation strategies offering a variety of models and management styles. With over 15 unique well respected 3rd party managers in the industry available for you to choose from, the SelectOne platform gives you complete control to build a multi manager portfolio for your clients within a single account in an extremely cost conscious manner.

Why SelectOne?

One statement for blend strategies

Leverage the expertise of leading 3rd party strategists

Low account minimums

Ability to change strategies via email

Low model costs ranging from 0 to 70bps with no ticket charges

We manage all the cash needs of the account

Customized Performance Reporting

Trade errors are our responsibility not yours