Genworth Financial Asset Management (GFAM), a division of Genworth Financial Wealth Management, Inc., has been providing investment services to independent Financial Advisors and their clients since 1985. They have specialized in developing the full capabilities of the UMA structure and utilize a tactical approach to asset allocation.
As Portfolio Strategist for the UMA solutions, GFAM identifies dozens of asset classes across the globe. Next, in-depth research and extensive scenario analysis identifies the important economic drivers and determines the asset classes most likely to benefit or be at risk.
GFAM creates asset allocations that reflect the equity preferences, risk tolerances and policy guidelines of the individual strategies. They also have ongoing responsibility for monitoring, rebalancing and shifting allocations.
Finally, GFAM is a recognized innovator in risk management. Their pioneering Actively Managed Protection approximates the action of put options, adding increased flexibility to managing downside exposure.
CHOICE OF UMA PROGRAMS
Active Return Opportunities (ARO)
Our most flexible program, offering discretionary risk management and asset allocation that allows GFAM to opportunistically shift investments as the market dictates.
Genworth Multiple Strategies (GMS)
Combines the institutional investment management and diversification of mutual funds, with the advantages of individual ownership of securities provided by separate accounts.
Privately Managed Portfolios (PMP)
A broad choice of investment preferences combined with a flexible asset allocation that allows GFAM to respond to the shifting market.
