GenTrust was founded in 2011 to deliver what we believe was missing from the wealth management industry. Our clients are driven to achieve and seek to work with people whose goals align with theirs—that’s why they choose GenTrust. They trust us to be as relentless in managing their money as they would be themselves.
GenTrust is an investment advisory firm that provides sophisticated solutions to ultra-high-net-worth individuals, families and institutions. We aim to be trusted advisors to our clients, working to safeguard their wealth and grow it over time.
A new choice for wealth management
We are aligned behind our clients’ best interests.
We focus on custom solutions, in a fee-sensitive manner.
We are judged by the value we create for our clients.
150+ years of combined institutional investment experience
Our in-house investment management team creates a customized portfolio that caters to each client’s goals and situations, backed by GenTrust’s investment principles.
An entirely new choice
GenTrust, LLC is an SEC-registered investment advisory firm that provides a full range of wealth and asset management services.* We are independent, and committed to upholding the fiduciary standard by putting our clients’ best interests first.
*Registration with the Securities and Exchange Commission (“SEC”) does not imply a certain level of skill or training.