The culture of your broker-dealer is as important if not more so than any platform, technology solution or product list. In the crowded independent broker dealer marketplace culture is more than a buzzword. It is the essence of what truly defines your firm. The culture of Geneos embodies everything we do, from service, technology, conferences, and compliance all the way down to something as simple as having someone you know and trust pick up the phone when you call.

The culture of an organization is not born overnight. It is cultivated over time by acquiring the perfect individuals that make up the whole. In the case of Geneos Wealth Management that includes our employees, our advisors as well as their support staff. Building long standing relationships with our advisors based on competence and trust, this is the essence of the Geneos culture.