Introducing Tier Genesis, A Biblically Responsible Robo-advisor platform designed for those just starting their investing journey or DIY investors. Each diversified Biblically Responsible asset allocation portfolio is handcrafted by our Christian Financial Advisor team and actively managed by underweighting and overweighting sectors with a forward looking approach depending on market condition.
About Tier Genesis
Vice President Shawn Peters designed Tier Genesis under the guidance of Bob Barber (the firm’s founder). The investment portfolios are overseen by Bob Barber, our Founder, with 40 years of experience. It is a Biblically Responsible Robo-advisor platform designed for those just starting their investing journey, with total assets under $100,000 or DIY investors. Christian Financial Advisors® has historically been unable to serve households under the $100,000 level due to technological and industry restrictions. Tier Genesis was created in the hopes of serving families under this level so they can access actively managed, Biblically-Responsible investment management like all of our other client families.
Opening an account through our Tier Genesis program is an all-digital process. So, to get started, you simply choose a model and click the “Get Started” button below. The Tier Genesis system will then walk you through the rest of the process. The great thing about this program is the household account minimums are greatly reduced, and you get to choose how you want your money invested.
5 Biblically Responsible, Actively Manage Investment Portfolio Models
Each diversified Biblically Responsible asset allocation portfolio is handcrafted by our Christian Financial Advisor team and actively managed by underweighting and overweighting sectors with a forward-looking approach depending on market conditions. These are low-expense portfolios built mostly of ETFs and individual stocks with some no-load mutual funds as needed.
- Aggressive growth
Choose how you want your money invested with no upfront or back-end sales loads or commissions.
Active Management And Customer Support
You will find active management of all Tier Genesis portfolios. Intelligent, as-needed rebalancing1 to ensure each portfolio stays in line with its intended risk tolerance, and you have access during business hours to a financial advisor or planner for an hourly fee2. There will also be access to customer support via text messaging during business hours, and emails will be responded to within one business day3.
1 Rebalancing is handled by Christian Financial Advisors® for three types: Cash Flow Rebalancing (deposits and withdrawals), Sell/Buy Rebalancing, and Allocation Change Rebalancing.
2 Hourly fee access to a financial advisor or planner waived for households with $300,000+ in total assets (starting at four hours per year for no additional charge)
3 Live customer support is provided to help you with any technical or basic account management questions. Customer support cannot provide financial advice or investment advice.
Tier Genesis FAQ
- First $1,000,000 → 1.00%
- Next $1,000,000 → 0.75%
(i.e. $1,000,001 - $2,000,000)
- Next $3,000,000 → 0.50%
(i.e. $2,000,001 - $5,000,000)
- Over $5,000,000 → 0.30%