• Our Focus

    GenTrust is an investment firm that provides sophisticated and customized investment solutions to high net worth individuals, families and institutions. We are a trusted counselor to our clients, working to safeguard their wealth and grow it over time.

    We focus on providing multi-generational stewardship of capital. For this, we charge one fee. As Fiduciaries to our clients, we are committed to serving only in their best interests.

Discerning investors choose GenTrust for our experience, our alignment of interest, and the transparency of our fee-based model...all of which underscores our accountability

Asset Management

The investment approach we take at GenTrust enables us to apply the rigor and accountability of institutional investing to the cutting edge investment strategies we developed to specifically support the sophisticated needs of principals at hedge funds and private equity firms.

Our institutional clients include a central bank, corporate treasuries, foundations and endowments – and the solutions we implement for each relationship are completely customized.

GenTrust’s solutions can be viewed as four broad categories:

    Our investment team has extensive experience in fixed income, constructing carefully tailored portfolios. We believe that one key advantage we have is our size – large enough to be institutional yet small enough to be nimble.
    We developed a liquid alternative beta strategy in which we systematically trade options for our clients, allowing them to benefit from short- and long-term inefficiencies in the pricing of option volatility.
    We have built a risk parity strategy which focuses on tax efficiency. The strategy is fully customizable and broadly diversified in a portfolio of low-cost investments balanced across various macroeconomic regimes.
    GenTrust’s affiliate Catenary Alternatives Asset Management provides our clients with exposure to alternative investment strategies that seek to improve total portfolio performance by producing returns that are truly uncorrelated to equity and fixed income asset classes – even in times of market stress.
GenTrust offers a wide selection of investment options that can complement even the most sophisticated portfolios. Such investment options and strategies include:

    RIAs seek out the GenTrust platform as an ideal means of solving their investment challenges. They turn to us for our investment experience, extensive risk management infrastructure and wide ranging investment technology. We offer flexible services, ranging from one-stop shopping to à la carte offerings. We are proud to partner with other independent RIAs, respectful that their most important asset is their client relationships.

Wealth Management

GenTrust provides a comprehensive and flexible array of investment solutions to ultra-high net worth individuals, families and family offices. We offer personal attention and service, creating a differentiated client experience focused on alleviating the anxiety often associated with financial decision-making.

  • 01
    Balance Sheet Assessment
    We meet with our clients to discuss in-depth the particular characteristics that make up their investment profile. Among the many factors we consider are their full balance sheet (assets and liabilities), risk tolerance, cash flow, liquidity needs, tax issues and retirement/estate needs.
  • 02
    Investment Policy
    We then develop an explicit Investment Policy Statement (IPS) to define not only the client’s goals, but a specific investment benchmark to hold GenTrust accountable for the performance of the portfolio.
  • 03
    Integrated Support
    Our IPS also addresses how we will coordinate with the client’s other trusted advisors (accountants, lawyers, business managers, etc.) to create integrated solutions.
First and foremost, we believe that what distinguishes GenTrust is our willingness to be held accountable for the performance of each of our client’s portfolios. We do this by creating individual, agreed-upon benchmarks.

    We believe wealth is the result of disciplined effort, long-term vision, goal setting, strategic planning and tactical execution. At GenTrust, we aim to complement our clients’ success and leverage their professional momentum by working to protect, preserve and optimize their wealth outside their careers of professional sports and entertainment. We put our clients’ interests first. Their complex financial needs are managed by investment professionals and wealth advisors with experience in asset allocation, risk management and financial planning.

    The Principals at GenTrust are deeply experienced in working with professional athletes and luminaries in the sports and entertainment world, especially those facing multi-jurisdictional challenges. Our service is defined by our commitment to the highest level of individual attention and discretion, backed by valuable insights into the holistic management of personal financial affairs that only years of proven experience can bring.

    • Elevating the Financial Game Plan
    • Tailor-Made Investment Solutions
    • Coordination of Capital Complexities

Privacy Policy

Consent.This Privacy Policy is provided to tell you about our company’s policy regarding the collection, use, and disclosure of personal data provided via our website (the “Site”). The Site is governed solely by applicable Federal and State laws and governmental regulations in the United States. The use of the Site constitutes your consent to application of such laws and regulations and this Privacy Policy. Please review it carefully before submitting any personal data. All capitalized terms not defined in this Privacy Policy shall have the meaning assigned to them in the Terms of Use.

We reserve the right to amend this Privacy Policy at any time and from time to time. You should check this Privacy Policy each time you use the Site to determine if any changes have been made. If you use the Site after the amended Privacy Policy has been posted, you will be deemed to have agreed to the amended Privacy Policy.

Passive Information Collection. As you navigate through the Site, certain personally non-identifiable information can be passively collected (that is, gathered without you actively providing the information) using various technologies and means, such as Internet Protocol addresses, cookies and navigational data collection. The Site only uses Internet Protocol (IP) addresses. An IP Address is a number assigned to your computer by your Internet service provider so you can access the Internet and is generally considered to be non-personally identifiable information, because in most cases an IP address is dynamic (changing each time you connect to the Internet), rather than static (unique to a particular user’s computer). We use your IP address to diagnose problems with our server, report aggregate information, determine the fastest route for your computer to use in connecting to the Site, and administer and improve the Site.

Similarly, we may use Google Analytics to help us track and analyze usage of our Content, using cookies, pixels and other tracking technologies.

A browser’s help menu or other browser instructions explains how to reduce the number of cookies received from us, or to delete cookies that have already been installed. A Site user that disables or opts out of receiving cookies should be aware that some features and services that we provide through the Site may not work properly because we may not be able to recognize and associate you with your preferences/activity. End Users can also learn more about cookies by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser.

Information You Provide to Us

When you access content on this Site, we may collect Personal Information (information that could reasonably be used to contact or to identify you) such as name, e-mail address, telephone number, mobile phone number, and mailing address that you provide to us through the “Contact Us” page.

Use and Disclosure of Information. We may use the information that we collect to improve the Site, to communicate information to you (if you have requested it), and for the purposes specified in this Privacy Policy. We may disclose the information that we collect to our affiliated entities that agree to treat it in accordance with this Privacy Policy, and to third parties, such as contractors we use to support our business (e.g., fulfillment services, technical support, content marketing vendors, delivery services, and financial institutions) in connection with the sale, assignment, or other transfer of the business of the Site to which the information relates, in which case we will require any such buyer to agree to treat it in accordance with this Privacy Policy; or where required by applicable laws, court orders, or government regulations or in the good faith belief that such action is necessary to (a) comply with a legal obligation, (b) protect and defend any of our rights or property, (c) act in urgent circumstances to protect the personal safety of users of the Site or the public, or (d) protect against legal liability.

Links to Other Web Sites. This Site may contain links or references to other sites that we do not own or operate. We do not control, recommend or endorse and are not responsible for these sites or their content, products, services, advertisements or privacy policies or practices. These other web sites may send their own cookies to your device, independently collect data, or solicit personal information and may or may not have their own published privacy policies. Please be aware that we do not control other web sites and that, in any case, this Privacy Policy does not apply to those web sites. We encourage you to read the privacy policy of every web site you visit.

Choice and Access

You may direct us not to share personal Information with third parties, not send you information, not to send you newsletters, e-mails or other communications, or verify, correct, or update personal information by sending us an e-mail or contacting us by mail at the address set forth below.

How to Contact Us.

If you have any questions, comments, or concerns about this Privacy Policy or the information practices of the Site, please contact us as follows:

GenTrust, LLC
1450 Brickell Avenue, Suite 3050
Tel: 305-677-6699 Fax: 305-677-6699

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