GenTrust’s wealth management business was formed to provide what we believe was lacking within the wealth management industry: the rigor, sophistication and accountability of institutional investing. There remains a dearth of private wealth managers that combine institutional investing backgrounds, buy and sell side experience, tax and structuring expertise AND a commitment to transparent, flat-fee, low-cost asset management. Given the investment experience, extensive risk management infrastructure and wide ranging investment technology that GenTrust has created, Registered Investment Advisors (RIAs) may find our platform ideal to support their investment needs.
First and foremost, GenTrust recognizes that an RIA’s most valuable asset is their client relationships. GenTrust offers a flexible RIA support platform, ranging from one-stop shopping to a la carte offerings designed to support traditional equity and fixed income portfolios.
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