After lengthy careers with leading Wall Street firms, our founders came to believe that wealthy individuals and families were not being well served by many wealth managers.
During their time in the industry, our founders believed that the best investment thinking – skills, research, ideas, tools, systems – was primarily reserved for institutions and other professional money managers. They saw the need for clients to work with an advisor that can both prioritize the client relationship while also having the necessary breadth and depth of investment knowledge, tools, and experience to deliver custom and relevant solutions.
Our firm was built from the ground up to be aligned behind our clients’ interests and to strive to pursue those interests as relentlessly as they would themselves. As a result, we focus on delivering custom solutions, in a fee-sensitive manner, judged by the value we create for clients.
More than a decade and over $4 billion in client AUM later, GenTrust’s commitment to these founding principles has never wavered.
