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.
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 Income
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. We rely on our time-tested disciplined fundamental research process to identify stocks that appear to be undervalued relative to their peers, have sound financials, and which pay higher than average dividends and have a history of consistently increasing dividends.
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.