We manage over $5 billion through a diverse set of investment strategies. We take pride in helping our clients reach their financial goals through disciplined and individualized investment management. Detailed information on our products and services is available below.
Taxable Quality Intermediate
The strategy seeks to provide maximum current income and strong total return potential in all market cycles by investing primarily in investment-grade bonds with an average intermediate-term maturity.
Short-Term Taxable Quality
The strategy incorporates the use of fundamental analysis along with quantitative techniques to help manage risk. Portfolios are actively managed using U.S. Treasury, Agency, and investment grade Corporate securities while employing a rigorous review process to preserve market value. In most environments, portfolios are fully invested.
Taxable Corporate (Short, Short/Intermediate, Intermediate)
The strategy seeks to provide maximum current income and strong total return potential in all market cycles by investing primarily in investment-grade bonds with an average intermediate-term maturity
Corporate Opportunities
In our view, the BBB and BB-rated segments of the corporate bond market offer investors attractive risk/return profiles. Corporate Opportunities is an all-corporate bond strategy with a portfolio duration between 3 and 5 that focuses on the BBB and BB segments of the market.
Short-Term U.S. Government
The strategy seeks to provide stability, capital preservation, minimal credit risk, and reduced interest rate exposure by investing in the securities of the U.S. Treasury and Government Agencies while limiting the maximum maturity.
Our municipal strategies focus on generating tax free and tax advantaged income by investing in high quality municipal bonds. We offer a variety of maturity and duration options to meet individual client needs.
Municipal Quality Intermediate
The strategy seeks to provide capital preservation, high levels of tax-free income, and strong total return in all market cycles by investing in investment-grade municipal securities of short and intermediate-term maturity.
Short-Term Municipal
The strategy seeks to provide capital preservation, high levels of tax-free income, and strong total return in all market cycles by investing in investment-grade municipal securities with a maximum 7 year maturity.
Intermediate Plus
The strategy invests in investment grade municipal bonds with maturities between 7 and 15 years. It is appropriate for investors seeking higher levels of tax-free municipal income who are willing to take on additional interest rate risk.
Municipal Opportunities
The strategy invests in investment grade municipal bonds across the maturity spectrum, with a heightened focus on BBB-rated bonds that offer compelling risk/reward trade-offs . It is appropriate for investors seeking higher levels of tax-free municipal income who are willing to take on additional credit risk.
Fixed Income AMT Blend
The strategy invests in a blend of investment grade corporate and municipal bonds. The asset allocation is determined by our municipal and taxable fixed income teams’ views on the best after-tax relative value opportunities.
Muni Ladders (5, 10 & 15 year)
The strategy seeks to provide capital preservation, high levels of tax-free income, and strong total return in all market cycles by investing in a laddered portfolio of investment-grade municipal securities. It is designed to provide a nearly equal distribution of dollar value within the defined maturity range.
Our equity strategies focus on high quality, dividend paying stocks while emphasizing lower volatility and tax efficiency.
Dividend Income
The strategy seeks to provide stable, tax-efficient cash-flow for the income-oriented investor as well as long-term capital appreciation by investing in the Dividend Income paying stocks of large-cap companies. As a secondary consideration, investments exposing clients to less volatility to overall market movements are favored.
Maximum Dividend
The strategy’s objective is to provide high and sustainable dividend income by investing in a concentrated portfolio of large and mid cap companies with strong value characteristics.
ESG Dividend Growth
ESG Dividend Growth provides investors with a large cap, domestic portfolio of stocks that have high environmental, social, and governance scores.
Large Cap CORE Equity
We offer Large Cap Value, Core and Growth equity strategies in order to provide clients with a range of choices for their equity exposure. Our Large Cap Value strategy focuses on stocks with low valuations and strong cash flow, while our Large Cap Growth strategy looks for well capitalized companies with above-market growth rates. Our Large Cap Core strategy sits in the middle of our Value and Growth strategies.
International Dividend
The strategy seeks to provide stable, tax-efficient cash-flow for the income-oriented investor as well as international diversification and long-term capital appreciation. The portfolio is comprised of American Depository Receipts of international dividend-paying companies.
Large Cap Core
Our Large Cap Core portfolio seeks long-term capital appreciation as the primary consideration, with dividend yield secondary. The strategy typically holds a high conviction portfolio of 25-35 domestic common stock large–cap companies.
Large Cap Value
Our Large Cap Value strategy is focused on securities that we think are undervalued in relation to their intrinsic value as indicated by multiple factors, including the earnings and cash flow potential or the asset value of the respective issuers. The portfolio is benchmarked to the S&P 500 Value index.
RESEARCH-DRIVEN INVESTMENT PHILOSOPHY
Genter Capital Management’s investment strategy and decision making is entrenched in a rigorous research process that extensively analyzes each investment. Our success hinges on the strength of traditional, fundamentally sound, bottom-up stock and bond research, selecting securities based on their individual merit, tax-advantaged status and ability to perform in the given economic environment.
- Fundamental, quantitative and technical disciplines are utilized to identify attractive fixed income and equity securities.
- Diversification is emphasized both through the numbers of issues owned and the broad economic sectors represented.
- Large and medium capitalization equities, as well as investment grade fixed income securities, are used to enhance our efforts to provide liquidity and reduce volatility.
- Sell disciplines are an integral part of our investment philosophy and are rigorously applied.