A complete list of active advisors currently associated with GenCap Portfolio Management

Warmer can help you find a great advisor at GenCap Portfolio Management or one who fits your needs even better.

GenCap Portfolio Management provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, and also accepts engagements from other investment advisers. The firm can act as a subadviser to third‑party advisers and documents client objectives and constraints in individualized Investment Policy Statements. Investment decisions are generally made on a discretionary basis and are grounded in fundamental analysis and modern portfolio theory to define asset allocation and security selection. Portfolios may include long‑ and short‑term positions and use strategies such as margin and options trading, with exposure to equities, real estate funds, non‑investment‑grade bonds and other instruments when appropriate. What distinguishes GenCap from many peers is that some of its personnel engage in licensed real estate brokerage and real estate design/development activities, which the firm discloses as potential conflicts of interest, and it routinely provides subadvisory services and receives fee‑sharing from third‑party advisers. The firm operates as a seven‑advisor team managing roughly $420 million for about 176 clients and states it does not impose a minimum account size.

To learn more about the advisors currently working at GenCap Portfolio Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.