What can Genter Capital Management do for you?
Genter Capital Management was founded in 1968 for the express purpose of managing investments using common stocks of large and medium capitalized corporations, government and investment grade fixed income as good as municipal fixed income. The firm is a Registered Investment Advisor under the Investment Advisors Act of 1940 and has been continuously and actively engaged in the investment management business since its inception.
Genter Capital Management’s focus on individualized separate account management provides clients with investment advice and financial management services. The foundation of Genter Capital Management’s work with clients is the attention to their specific financial needs. To fit those needs, Genter Capital Management offers a large array of investment products that can be strategically modified to match each client’s investment objective and risk tolerance. Tax-efficient management, income maximization, risk control, and an emphasis on total return are Genter Capital Management’s primary investment objectives.
TIME TESTED, CONSERVATIVE ASSET MANAGEMENT
Since 1968, Genter Capital Management has been providing sophisticated and disciplined portfolio management to high-net-worth individuals as well as, foundations, endowments, banks, mutual funds and other institutions. We actively manage our clients’ portfolios to achieve optimal balances of risk and reward in all types of market environments. Our focus is to provide tax-advantaged growth and income along with capital preservation and downside protection.
Our dedication to our philosophy and process is unwavering. The consistency of our approach has time and time again yielded solid results for our clients. We do not chase “hot” investment fads or seek fast results with inappropriate levels of risk, but rather focus on achieving consistent results through our time-tested principles.
We are committed to achieving your goals and are keenly aware of the tremendous responsibility and faith you are placing in us. Your financial success is our joint mission and we will be working on your behalf to successfully traverse the capital markets. We will be ever vigilant searching for ideas and seizing opportunities that will enhance your performance and always alert on that which can threaten your investments."
For more than four decades, our clients have counted on us to protect and help grow their money. Genter Capital Management is built on the trust we have earned from our clients in managing their portfolios and delivering the highest quality conservative portfolio management.
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.
Genter Capital Management claims compliance with the Global Investment Performance Standards (GIPS)®*. Genter Capital Management has been independently verified for the periods January 1, 2001 to December 31, 2019. The verification report is available by clicking here.
To receive a presentation that complies with the GIPS standards and/or a list of composite descriptions of Genter Capital Management, contact Brian Elliott at (310) 566-4804 or belliott@gentercap.com.
Genter Capital Management is a registered investment adviser under the Securities and Exchange Commission pursuant to the Investment Advisors Act of 1940, as amended, doing business as Genter Capital Management. Beginning January 1, 2005, the firm has been redefined to include all the assets of Genter Advisors LLC.
*GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.