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Genter Capital Management Ranked 26th CNBC’s Financial Advisor 100
March 6, 2025
By Genter Capital Management
Genter Capital Management Ranked #26 in CNBC’s Financial Advisor 100
Los Angeles, CA (DATE) – Genter Capital Management is proud to announce its ranking as #26 on CNBC’s annual Financial Advisor 100. CNBC, in collaboration with data provider AccuPoint Solutions, began with an initial pool of 40,896 SEC-registered RIA firms. Using a proprietary methodology that evaluates key metrics, the list was narrowed down to the top 100 firms.
“We are honored to be recognized in CNBC’s FA 100,” said Dan Genter, President, CEO, and CIO of Genter Capital Management. “Our commitment has always been to provide clients with the best possible investment experience while helping them achieve their financial goals. This ranking is a testament to our dedication and the trust our clients place in us.”
The CNBC FA 100 highlights advisory firms that excel in guiding clients through their financial journeys. “We deeply value the confidence our clients have in us, and their success remains our shared mission,” Genter added. “Being ranked #26 among the top RIA firms affirms that we are delivering on our promise.”
About Genter
Genter Capital Management, LLC is an asset management firm specializing in high-quality, income-oriented fixed income and equity investments. The firm focuses on generating long-term value and returns for investors through funds and separate accounts. As of December 31, 2024, Genter Capital Management, LLC had an estimated unaudited $7.24 billion in assets under advisement.
For more information, visit www.GenterCapitalManagement.com.
Important Investment Information
An investor should consider the investment objective, risks, charges and expenses of the Funds before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at www.GenterFunds.com or by calling Shareholder Services at 1- 800-773-3863. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risks.
Investing in the Funds involves risk, including potential loss of principal. There is no guarantee that the Funds will meet their investment objectives. Some of the key risks include:
Call/Prepayment Risk: During periods of falling interest rates, an issuer of a callable bond may exercise its right to pay principal on an obligation earlier than expected. This may result in the Fund reinvesting proceeds at lower interest rates, resulting in a decline in the Fund’s income.
Fixed Income Risk When the Fund invests in fixed income securities, the value of your investment in the Fund will fluctuate with changes in interest rates. Typically, a rise in interest rates causes a decline in the value of fixed income securities owned by the Fund.
Municipal Securities Risk: Municipal securities are subject to the risk that litigation, legislation or other political events, local business or economic conditions, credit rating downgrades, or the bankruptcy of the issuer could have a significant effect on an issuer’s ability to make payments of principal and/or interest or otherwise affect the value of such securities.
Tax Risk: There is no guarantee that the Fund’s income will be exempt from U.S. federal or state or local income taxes. Alternative Minimum Tax Risk: Although the Fund seeks to distribute tax-exempt income, a portion of the Fund’s otherwise tax-exempt dividends may be taxable to those shareholders subject to the federal alternative minimum tax.
Limited History of Operations Risk: The Fund has a short track record, posing risks that it may not successfully implement its strategy, attract sufficient assets, or achieve economies of scale—potentially leading to liquidation without shareholder approval at an unfavorable time. Fund shares, though tradable on secondary markets, may face liquidity issues and significant discounts during market stress. ETFs trade like stocks, are subject to investment risks, and may fluctuate in value, sometimes trading above or below net asset value. More details are available in the Fund’s prospectus.
More details on these risks can be found in the Fund’s prospectus.
The Genter ETFs are distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 200, Raleigh, NC 27069. There is no affiliation between Genter Capital Management, LLC, including their principals, and Capital Investment Group, Inc. RCGEN0524003.
Media Contact:
Payten Downing
SunStar Strategic pdowning@sunstarstrategic.com 703-299-8390