PRIVATE CLIENT DIVISION

Investment Strategies

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.

Investment philosophy