@generational_assets
Generational Assets
Gen_Assets
Our Mission
At Generational Assets our Team’s Mission is to give the average blue collar worker, retail investor and under banked an Investors identity to create generational wealth without having to have a fancy degree or work on Wall Street. Our secret weapon is TIME. We advise our clients to understand a FIVE year holding period is essential to a family foundation of generational wealth, not trading or get rich schemes. This is accomplished by introducing our clients to certain asset classes, unheard of wealth vehicles and tax laws that seemed only available to the rich class. We also provide a platform built solely off integrity and results to give individuals a place to raise money together to introduce passive income through true group economics.
What We Offer
1:1 Block Chain
Understand what is crypto currency, Analyze a crypto from its whitepaper, What platforms to buy, How to properly Cold store your crypto, Understanding NFTs
Tough Love Freedom Plan
Team will help you create a detailed budget and Investment plan which comes with an accountability coach who will manage you weekly and give out actionable assignments
1:1 Options Trading
How to learn stocks movements, In-depth technical Analysis, Understanding premiums, Learn to become a risk manager
Equity Crowd Funding
If you’re an new investor with small capital or experienced investor with Large capital interested in passively investing in Real estate deals reach out to our Team and let's schedule a 30 min meeting to see if we have some projects you're interested in.
Wealth Is The Ability To Fully Experience Life
Our team helps inform our clients on different investment methods and investment vehicles to grow their wealth focusing on a long term investment horizon. Proving that with a minimum five year investing period you can build wealth.
What Does Gen. Assets Do?
What a 5 Year Investment Plan Could Look Like
Microsoft stock 276.37% over 5 year period
XLK( tech index stock ) 278.69 % over 5 year period
XLY (consumer discretionary stock index ) 172.19% over 5 year period
VGT ( vanguard info tech index ) 297.40% over 5 year period
Apple stock 122.48% over 5 year period
Mock investment portfolio would consist of 5 stocks ; XLK , XLY , VGT , AAPL , MSFT. This display will show the performance of this portfolio had we started in 2016 with 10k, invested 2k evenly in each stock and held, doing nothing for 5 years.
2016
2016
2016
2016
2016
$15,370
2017
$15,917
2018
$46,716
$36,639
$24,620
2019
In this 5 year period best yearly % is 54% , worst 3.56% , biggest % drawdown in this period is -18.21%
2020
2021
TESTIMONIALS
I had never been invested in stocks before, or looked at a stock chart until Gary suggested it . I was able to save about 10k in one year working my full time job with the advice he gave me in mind .
-KW
Working with Gary has been life changing
for our company and I am confident that he will make an immediate as well as positive impact for any
Organization.
He walked me through the process step by step. From introducing simple investments strategies such as using a Roth IRA to more complex investments such as options contracts and crypto.