Investment Products

Our services are based on individual financial goals.

Because each client has specific investment needs with unique goals and time horizons, it is necessary to provide a wide range of investment options. Our investment solutions are managed by Dimensional Fund Advisors (DFA) and RNC Genter Capital Management and can be custom-tailored to meet clients specific needs.

For an investor seeking prudent portfolio diversification with at least $50,000 in assets, Genter Advisors offers customized asset allocation strategies using a variety of no-load equity and fixed income mutual funds whose goal is to to match the performance of their respective industry benchmarks. These funds have some of the lowest expense ratios in the industry, and stay fully invested at all times, relying on the long-term returns of the markets to accomplish their objectives. Genter Advisors' asset allocation strategies are actively balanced based upon client needs, economic factors, and changes in market conditions.

For investors with over $250,000 in assets, Genter Advisors offers separate account management services through RNC Genter Capital Management. These proactive services are designed for clients who have a preference for individual stocks and bonds, need a highly customized investment strategy, possess a unique tax situation, or can benefit from individualized tax-efficient asset management.

For more information regarding our investment strategies, please feel free to contact us.