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Seizing Opportunity

Protecting Wealth

Since 1968

Daniel J. Genter
President, C.E.O., & Chief Investment Officer

Welcome to RNC Genter Capital Management’s Web site.

Through our website we hope to introduce you to our firm and provide you with a better understanding of our services and the many dedicated people of the RNC Genter family who will be working to achieve your objectives. We want you to feel welcome and get to know us, as we get to know you and your family or colleagues. We hope that a bond of trust will be built as we help you navigate the financial markets.

We are committed to achieving your goals and are keenly aware of the tremendous responsibility and faith you are placing in us. Your financial success is our joint mission and we will be working on your behalf to successfully traverse the capital markets. We will be ever vigilant searching for ideas and seizing opportunities that will enhance your performance and always alert for that which can threaten your investments.

In fact, we chose the Peregrine Falcon to be part of our firm’s logo because the Peregrine is the fastest creature alive, and is blessed with the best vision in the world. We hope to emulate the Peregrine as we remain watchful and alert on your behalf.

Thank you for your interest in our firm. I hope that we are now, or will soon be, part of your financial success.

Sincerely yours,

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Since 1968, RNC Genter Capital Management’s experienced team of investment professionals has been managing  portfolios for high net worth individuals, foundations, endowments, trusts, banks, insurance companies, employee benefits plans and mutual funds.

Individualized portfolios, managed within the parameters of the firm’s conservative philosophy, and consistent results have been the cornerstone of our success. While the firm has enjoyed steady asset growth over the past few years, the focus of our business, our dedication to client service and quality, has remained consistent.

We offer a broad range of portfolio strategies ranging from equity to municipal fixed income products, designed to fit a variety of risk profiles.

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Investment Philosophy

A Conservative Investment Approach

These guiding principles define our investment approach today and have been a contribution to our firm’s long-term success:

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    Tailored Portfolios

    Portfolios are custom structured and tailored to seek to provide individualized risk management and preservation of capital.

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    Volatility Management

    Large and medium capitalization equities, as well as investment grade fixed income securities are used to enhance our efforts to provide liquidity and reduce volatility.

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    Proven Disciplines

    Fundamental, quantitative and technical disciplines are used to identify attractive fixed income and equity securities.

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    Diversification

    Portfolio diversification is emphasized both with the numbers of issues owned and the broad economic sectors represented.

  • Responsive Planning

    Portfolio asset mix adjustments are implemented in response to domestic and global economic changes. Sell disciplines are an integral part of our investment philosophy and are rigorously applied.

Visit our dedicated page detailing our Investment philosophy and approach

Investment Strategies Offered

RNC Genter’s focus on individualized separate account management provides clients with investment advice and financial management services. The foundation of RNC Genter’s work with clients is the attention to their specific financial needs.

 Equity and Balanced Portfolios:

  • Large Capitalization Equity
  • Large Capitalization Value Equity
  • High Dividend
  • Balanced
  • Balanced Income
  • Balanced Maximum Income

Fixed Income Portfolios:

  • Short-term Taxable
  • Taxable Quality Intermediate
  • Short-term U.S. Government
  • Short-term Municipal
  • Municipal Quality Intermediate
  • Municipal Blend / AMT Blend

Our personnel are the key to our success.

AP-Verified-seal-2008RNC Genter claims compliance with the Global Investment Performance Standards (GIPS)®. RNC Genter has been independently verified for the periods January 1, 2001 to December 31, 2012. The verification report is available upon request.
To receive a presentation that complies with the GIPS standards and/or a list of composite descriptions of RNC Genter, contact Brian Elliott at (310) 566-4804 or belliott@rncgenter.com.
RNC Capital Management LLC is a registered investment adviser under the Securities and Exchange Commission pursuant to the Investment Advisors Act of 1940, as amended, doing business as RNC Genter Capital Management. Beginning January 1, 2005, the firm has been redefined to include all the assets of Genter Advisors LLC.
* As of 12/31/12, RNC manages a total of $4.2 billion of discretionary assets, which includes assets of RNC Genter Capital Management, Genter Advisors and model portfolio assets. Figure is calculated in US dollars.