Our History

Genesee Valley Trust is unique. By design. When our founder couldn’t find an investment firm that met his needs, he started one himself. One with all the principles he believed in—a sincere interest in the client, no proprietary funds, and a philanthropic focus on giving back to the community.  His original vision also included being an independent firm offering unbiased advice and developing sound investment plans, unique to your needs.

About Us Interior Image

Our Mission
To offer truly personalized, tax-efficient investment and fiduciary services—designed to help individuals, families, businesses and their community interests accumulate, preserve, and distribute wealth over multiple generations.

Core Values
Our founding principles define how we work with you to invest in and give back to our community. These core values reflect those principles and are central to how we lead our lives:

  • Honesty and Integrity
  • Innovation
  • Responsibility 
  • Commitment
  • Teamwork
  • Professionalism
  • Respect