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RNC Genter Capital Management

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RNC Genter Capital Management
File:RNC Genter 1.png RNC HQ.png
File:RNC HQ.png
Headquarters of RNC Genter Capital Management, located at 11601 Wilshire Blvd, 25th Floor, Brentwood, Los Angeles
Private
ISIN🆔
IndustryInvestment Management
Founded 📆1968
Founder 👔
Headquarters 🏙️11601 Wilshire Blvd, 25th Floor,
Area served 🗺️
Key people
Daniel J. Genter (President & CEO)
Products 📟 Separately Managed Accounts (SMAs), Mutual Funds, ETFs
Total assetsUS$5+ billion (2023)
Members
Number of employees
🌐 Websitegentercapitalmanagement.com
📇 Address
📞 telephone

RNC Genter Capital Management is a privately held, employee-owned investment advisory firm based in the Brentwood area of Los Angeles, California. Founded in 1968, the firm provides discretionary investment management services for high-net-worth individuals, institutions, and foundations. As of 2023, it manages more than $5 billion in assets under management (AUM).[1]

The firm has been featured in financial media outlets and recognized by CNBC on its list of top financial advisory firms in the United States.[2]

History

RNC Genter Capital Management was founded in 1968. Daniel J. Genter joined the firm in 1979, became a partner in 1984, and was named President and CEO in 1992. Under his leadership, the firm expanded its private client and institutional offerings. In 1998, the firm returned to independent ownership following a management-led buyout after a period of ownership by Bank Austria.[3]

Services and Strategies

RNC Genter offers customized equity and fixed income investment strategies, including:

  • Dividend Income Equity: Focuses on high-dividend-paying U.S. equities with an emphasis on income and capital appreciation.
  • Fixed Income: Actively managed municipal and corporate bond strategies, primarily investment-grade.
  • Value-Biased Strategies: Concentrates on undervalued securities with strong long-term fundamentals.

The firm is also the subadvisor for the Genter Dividend Income Fund (GDIIX), and a host of other ETFS and mutual funds. [4]

Leadership

Daniel J. Genter serves as the firm’s President, Chief Executive Officer, and Chief Investment Officer. He is a frequent commentator on economic and investment matters, appearing on networks such as CNBC, Bloomberg, and Fox Business.[5] He also serves on advisory boards including the Board of Leaders at the USC Marshall School of Business.[3]

Recognition

In 2024, RNC Genter Capital Management was ranked #26 on CNBC’s Financial Advisor 100 list, which highlights top U.S. financial advisory firms based on AUM, compliance record, and other quantitative metrics.[2]

References

  1. "Annual Report Filing". U.S. Securities and Exchange Commission. Archived from the original on 2025-01-06. Retrieved 2025-06-03. Unknown parameter |url-status= ignored (help)
  2. 2.0 2.1 Franck, Thomas (2024-10-10). "FA 100: CNBC's top financial advisory firms of 2024". CNBC. Retrieved 2025-06-03.
  3. 3.0 3.1 "Daniel J. Genter". The Theodore Roosevelt Association. Retrieved 2025-06-03.
  4. "North Country Funds Prospectus" (PDF). North Country Funds. Retrieved 2025-06-03.
  5. "Bloomberg Expert Commentary - Daniel Genter". Bloomberg. Retrieved 2025-06-03.

External links



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