For Investment Advisors

Empower Your Clients

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Your clients will earn a financial return while helping to change lives and transform communities.

They can invest with confidence, knowing their capital is in safe hands.

  • Our investors tell us they deeply value making an impact locally.
  • They appreciate that we keep our process simple.
  • They trust us, knowing we admire them for aligning their investment strategy with their values.

Investing in the Genesis Fund offers a fixed rate of return and simple interest paid annually—a reliable income stream that complements your clients’ investment strategies.

While investments in the fund are unsecured, our sterling track record spanning over three decades speaks volumes. Since our founding in 1992, we have diligently upheld our commitment to investors, achieving a 100% repayment of principal.

We’re happy to provide you with our annual audited financial statements, as well as other financial and loan performance data.

You, personally, can make a positive impact, too. By partnering with the Genesis Fund, you become part of a community of professionals dedicated to driving meaningful change.

Want to share info with your clients? Download our investment brochure.

Our maybe they're ready for our investment forms: Individual or Institution.

Contact the Genesis Fund to learn more about shaping a future where financial prosperity goes hand in hand with helping out neighbors and communities.

The above is qualified in its entirety by reference to the Genesis Community Loan Fund Prospectus, available here.

PHOTO Genesis helped community members advance a project to build Southern Harbor Eldercare, a new a senior housing facility on the Maine island of North Haven.
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“Clients are gradually taking control of a greater share of wealth. These investors, particularly millenials, place a priority on aligning their financial choices with their values.”
— Impact Investing on the Rise: How Financial Advisors are Adapting, Fidelity Charitable