Individual Investors

GenTrust provides a comprehensive and flexible array of investment solutions to ultra high net worth individuals and family offices. 

Many clients come to us with one request: “Make my financial life as simple and worry-free as possible.” For these clients, GenTrust acts as a personal “CEFO” – “Chief Everything Financial Officer.” For these CEFO clients, GenTrust develops an explicit Investment Policy ("The Policy") that defines the client's objectives, the scope of engagement, and an investment benchmark to hold GenTrust accountable. Among the many factors GenTrust considers include each client’s assets, liabilities, risk tolerance, cash flow, liquidity needs, tax profile and retirement/estate needs. The Policy also defines how we are to coordinate with 3rd party advisors (accountants, lawyers, business managers, etc.). The end result is a bespoke investment solution for each client.

For other clients who are self-directed or have their own family office, GenTrust offers a wide selection of investment options which can complement even the most sophisticated portfolios. Such investment options include: Municipal Bond Management, Optimal Beta, Alternative Beta, and Alternative Investments.

See Important Disclosures

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