As Geneos continues to strive to be the premier independent Broker-Dealer in the industry we have made a commitment to grow our firm to no more than 500 elite advisors. While limiting our growth may seem drastic we are firm believers that in this industry nothing destroys a great independent Broker-Dealer like rapid growth and ultimately just getting too big.

Boutique is a Beautiful Thing

A common misconception is that to survive in this industry you need to be a large corporation with rapid growth. Nothing says great service and culture like "large corporation and rapid growth." Small to midsized Broker-Dealers, when run by experienced and efficient industry veterans, can maintain a healthy balance sheet and profit margin while at the same time providing the small company culture elite advisors long for.

Moderate Growth by Design

Our goal to grow to only 500 elite advisors puts Geneos in a unique position in the industry. With no pressure from a corporate parent to hit unreasonable growth targets we are free to grow the Broker-Dealer in a measured, controlled manner. We treat each new potential advisor relationship with the understanding that making a Broker-Dealer change is a major event and both sides want it to be the advisors final destination. The freedom to make sure every new relationship is the right fit is what has led to a culture that attracts elite advisors. Three Investment Advisor Magazine Broker-Dealer of the year awards are validation that our model works.

Surround Yourself with the Best

With a goal of 500 elite advisors Geneos must ensure that we only work with successful, high quality advisors and advisor groups. Our average GDC of over $300k per advisor places us in the top of the industry and reflects our commitment to create an environment where elite advisors can come together to grow, learn and share in a unique, close knit environment.

A Sustainable Service Model

We have gone to great lengths to put together a world class back office staff that offers unmatched service to our advisors. Our number one priority is making sure those service levels remain best in class. By moderating our growth we insure that every new advisor or branch that joins Geneos is able to enjoy the same levels or service our existing advisors have grown to appreciate and love. We will never overextend our employees for the sake of rapid growth.