Geneos Wealth Management, Inc.

Geneos Wealth Management, Inc. is an SEC registered investment advisor offering services under the Axiom wrap fee program, providing continuous investment advice based on selected models. The Axiom program is a Unified Managed Account allowing clients to choose multiple portfolio strategist models managed within a single account. Geneos rebalances portfolios and takes instructions from advisors for specific trades. The firm offers various asset types, including mutual funds, equities, bonds, and more. Clients must have a minimum account size of $5,000 for Axiom accounts, with a quarterly small account fee of $20 for accounts under $50,000. Geneos charges a percentage of assets under management as fees, with some portfolio strategists receiving a portion. The firm does not charge performance-based fees and does not engage in side-by-side management. Geneos primarily uses fundamental analysis for investment strategies, focusing on long and short-term purchases, asset allocation, and sector rotation. The firm does not provide proxy voting services, and client-specific information is not shared with portfolio strategists. Clients have no direct contact with strategists. Geneos' Code of Ethics ensures fair and full disclosure, and representatives must act in clients' best interests. Account reviews are ongoing, and clients receive statements regularly. Dean Rager, the Chief Operations Officer, has no disciplinary history and engages in non-investment activities. Supervision is overseen by the Chief Compliance Officer.