Tustin, CA Office

GenTrust is an SEC-registered investment adviser that provides wealth management, investment management, financial planning, consulting, and concierge services to individuals (including high-net-worth clients), financial intermediaries, pooled investment vehicles, and other institutions, managing roughly $5.2 billion in discretionary and non-discretionary assets for a relatively concentrated client base. The firm also acts as a sub-advisor to financial intermediaries and, per its disclosures, serves a small number of institutional clients, including sovereign wealth funds.

The firm’s investment process combines proprietary fundamental, technical, and macroeconomic analysis with an asset-allocation emphasis, incorporating macro risk-factor driven allocations, scenario-based risk management, glidepaths, and periodic benchmark reviews. GenTrust provides model portfolios and research to intermediaries, may recommend private placements and affiliated vehicles, and uses proprietary technology and hypothetical/model performance tools as part of its portfolio design and client communications.

Noteworthy aspects disclosed in the brochure include the use of performance‑based fee arrangements for qualified clients and an incentive compensation arrangement for a principal that is tied in part to fixed-income performance; oversight by a Chief Investment Officer and an Investment Committee is described as part of how the firm manages those conflicts. The firm also offers concierge services for high-net-worth clients, provides operational and research support to other advisers (including model portfolios and office-use arrangements), and maintains comparatively large assets per client, reflecting a more concentrated, institutional-tilted client mix than many multi-team peers.