About Genium.
A boutique firm defined by excellence and principal-led investment consulting with exacting standards.
WE ARE GENIUM
Investment intelligence with conviction.
Genium Investment Partners delivers superior investment consulting and research to financial advisers since 2013, with a boutique structure ensuring direct access to expertise that larger firms cannot match.
Company history
From founding to industry excellence.
2013
Founded by Chris Lioutas as Insight Investment Consultants, pioneering boutique investment consulting for financial advisers.
2018
Expanded service offering to include managed accounts, building on the established research capability.
2023
Tim Murphy joins as Co-CEO and Head of Research, bringing extensive industry expertise and rebranding to Genium Investment Partners.
2025
Now supporting over 3,000 advisers with $23 billion in funds under advice and a team of nine investment professionals.
Why us
Principal-led approach
Work directly with business owners and decision-makers who have both the expertise and authority to deliver. Unlike larger consultants, our principals maintain direct involvement in all client relationships.
Boutique by design
Our deliberately compact structure enables us to maintain exacting standards that larger firms cannot replicate. We provide carefully tailored solutions with meticulous attention to detail.
Quality research
Work directly with business owners and decision-makers who have both the expertise and authority to deliver. Unlike larger consultants, our principals maintain direct involvement in all client relationships.
Advice knowledge
Work directly with business owners and decision-makers who have both the expertise and authority to deliver. Unlike larger consultants, our principals maintain direct involvement in all client relationships.
our team
The expertise behind our approach.
Our team of nine investment professionals brings an average of over 20 years of industry experience to your investment challenges. Led by Co-CEOs Chris Lioutas and Tim Murphy, our specialists combine deep technical knowledge with a practical understanding of the advice business.
our philosophy
Investment principles that 
drive results.
01.
inefficient markets create opportunities
Where asset prices don't reflect true value, opportunities exist for excess returns.
02.
diversification is critical
Investing across classes, sectors and styles to smooth returns and manage risk.
03.
asset allocation matters
Strategic allocation balances risk and return relative to investment horizon and goals.
04.
active management adds value
Proactive decisions and swift responses to market cycles for portfolio value.
05.
preservation of capital is key
Focus on high-quality liquid investments with appropriate risk compensation.g
