Genter Capital Management
| Company type | Private |
|---|---|
| Industry | Investment management |
| Founded | 1968 |
| Headquarters | Brentwood, California , United States |
Area served | United States |
Key people | Daniel J. Genter (President, CEO, CIO) |
| Products | Discretionary investment management services, equity and fixed income investment strategies, subadvisory services for mutual funds and ETFs |
| Owner | Employee-owned |
| Website | www |
RNC Genter Capital Management is an employee-owned, privately held investment advisory firm located in Brentwood, California. Established in 1968, the company specializes in discretionary investment management services tailored to high-net-worth individuals, institutions, and foundations. As of 2023, it oversees assets exceeding $5 billion in assets under management (AUM).
The firm has earned recognition from CNBC as one of the leading financial advisory firms in the United States and has been featured prominently in prominent financial publications.
History
The company was founded in 1968. Daniel J. Genter joined the organization in 1979, became a partner by 1984, and assumed the roles of President and CEO in 1992. During his tenure, the firm broadened its offerings to both private clients and institutional investors. After a period under Bank Austria ownership, the firm regained independent control through a management buyout in 1998.
Services and Strategies
RNC Genter provides tailored equity and fixed income investment approaches, including:
- Dividend Income Equity: Concentrating on U.S. equities with substantial dividend yields aimed at generating income alongside capital appreciation.
- Fixed Income: Actively managed portfolios of municipal and corporate bonds emphasizing investment-grade quality.
- Value-Biased Strategies: Focusing on securities that are undervalued yet possess robust fundamental characteristics.
Additionally, the firm acts as a subadvisor for the Genter Dividend Income Fund (GDIIX) and manages various ETFs and mutual funds.
Leadership
Daniel J. Genter holds the positions of President, CEO, and Chief Investment Officer. He regularly provides expert commentary on economic and investment matters across CNBC, Bloomberg, and Fox Business. Mr. Genter also participates on advisory boards such as the Board of Leaders at the USC Marshall School of Business.
Recognition
In 2024, RNC Genter Capital Management achieved the #26 ranking on CNBC’s Financial Advisor 100 list, which highlights top U.S. financial advisory firms based on factors including AUM and compliance standards.