Genesia provides outsourced investment services to Wealth Advisors and Asset Managers. Genesia respects that there are different ways that our clients develop and deliver investment solutions to their end clients. It is our adaptive approach that distinguishes our investment services from the many standardized OCIO (Outsourced Chief Investment Officer) services offered by others.

Genesia is led by our Chief Investment Officer, Rafael A. Villagran. Over the course of his 35-plus years investment experience, Mr. Villagran has developed a deep and diverse investment research and portfolio management resume. His extensive experience includes a rare complement of sell-side equity research, institutional portfolio management and, over the most recent decade, diverse wealth management investment leadership and consulting roles.