A complete list of active advisors currently associated with Genter Capital Management

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

Genter Capital Management provides discretionary investment supervisory services to a mix of individual and institutional clients, including pension and profit-sharing plans, foundations, trusts, investment companies, and state or local government entities. The firm manages both equity and fixed‑income portfolios and acts as adviser to the Genter Capital Dividend Income Fund (GDIIX) and as sub‑advisor to several ETFs, operating with a multi‑team advisory staff. The firm’s investment process combines fundamental company analysis with quantitative valuation and fixed‑income techniques such as duration management and break‑even analysis, and it uses both external research and internal analysis to select and monitor positions. Strategies include large and mid‑cap common stocks, corporate and municipal bonds, and model portfolio offerings; portfolio managers set and implement guidelines under an Investment Policy Committee. Genter Capital is notable for its long operating history (founded in 1968) and for business lines that are uncommon among peers of its size: it serves investment company clients and acts as an ETF sub‑advisor, and it reports a high client load per advisor (over 200 clients per advisor). The firm does not provide financial planning services and limits certain cross‑trades to municipal bonds, reflecting a specific emphasis on municipal fixed‑income capabilities.

To learn more about the advisors currently working at Genter Capital 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.