YOU OWN THE RELATIONSHIP

GenCap supports independent Advisors by providing world-class investment management. Our objective is to be part of your team, so you can build your business and accelerate the assets under management.

Our success with RIAs is the result of a concentrated focus on what we do best – portfolio management. We manage income and equity portfolios that stand apart from the rest. Our thinking and focus is based on original research.

GenCap’s four portfolios have stood the test of time in all types of markets.

FOR ADVISORS

GenCap delivers investment management services to support Advisors in accomplishing their objectives.

Our equity and fixed-income portfolios are designed to assist RIAs execute a comprehensive investment strategy for their clients. Our job is to provide investment performance, so you can focus on wealth management services and taking care of your clients.

WHAT WE DO FOR YOU

• Serve as your dedicated investment management partner
• Be accessible to strengthen relationships with your clients
• Explain broader market trends and investment ideas to your clients
•  Provide timely portfolio reporting

Let’s work together today.