# Genereux Investment Management

Genereux Investment Management is a Bank / Wealth / Trust based in Steamboat Springs, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Steamboat Springs, United States
- **Region:** North America
- **Address:** Steamboat Springs, CO, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** genereux.net
- **LinkedIn:** https://www.linkedin.com/company/genereux-investment-management-inc-

## Regulatory record

- **CRD number:** 117436
- **SEC file number:** 801-112129
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-20T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117436

## About

Genereux Investment Management was founded in 2001 by Michael Genereux in Steamboat Springs, Colorado. The firm provides investment advisory and financial planning services to individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities. Its client base is concentrated regionally, with a service model built on customized portfolio management rather than institutional-scale fund structures. The firm's strategy centers on constructing managed equity and fixed-income portfolios for its clients, alongside broader wealth planning services. Genereux does not operate a proprietary family of funds or direct-investment platforms. The firm's geographic footprint is rooted in the Mountain West, serving clients from its single headquarters location. Genereux Investment Management operates as a small, locally-focused wealth advisory. The firm's professional headcount and total regulatory assets under management are not publicly disclosed. Its structure does not include satellite offices, affiliated philanthropic foundations, or membership in ultra-high-net-worth peer networks that would materially alter its distribution model. The firm is structured to deliver attention to a concentrated regional client book, a common profile for boutique asset managers in secondary and resort markets.

## Sectors

- Wealth Management
- Financial Planning

## People

- Michael Genereux — President

## Questions

### What is Genereux Investment Management's primary investment strategy?

The firm provides investment advisory services centered on portfolio management, including equity and fixed-income allocations for high-net-worth individuals, trusts, and business entities. It does not appear to offer proprietary fund products, instead constructing portfolios using individual securities, mutual funds, and ETFs. The strategy is designed for wealth preservation and growth within a traditional advisory relationship.

## Related profiles

- [Generations Wealth Planning](https://altss.com/profile/generations-wealth-planning)
- [Genertel](https://altss.com/profile/genertel)

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Last updated: 2026-08-11T02:43:31.692Z

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