We are pleased to extend our congratulations to Janette Rodriguez on reaching her 5th anniversary with GenTrust. As a tenured Senior Client Associate, Janette has consistently demonstrated her dedication by working closely with our founding partners in delivering outstanding service to our clients. Her commitment, experience, and genuine persona make her an invaluable asset to our team and the clients we serve. Janette, we appreciate all the ways you contribute to our success. Congratulations on this milestone anniversary! Here’s to many more years of growth and accomplishments together.
关于我们
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. Terms of use and other important information & disclaimers: https://gentrustwm.com/#legal/social
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https://gentrustwm.com
GenTrust的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Miami，FL
- 类型
- 私人持股
- 创立
- 2011
- 领域
- Investment Management、Asset Management、Wealth Management和Financial Planning
地点
GenTrust员工
动态
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We are grateful to be recognized in the?Forbes?Top RIA Firms ranking list once again.?A big thank you to our employees, partners, and of course, our clients, for making all of this possible.? The full list can be viewed here: https://lnkd.in/etB7rHKV Disclosures: The?Forbes?ranking of?America’s Top RIA Firms, developed by?SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither?Forbes?nor SHOOK receive a fee in exchange for rankings. Neither GenTrust nor its employees pay a fee to Forbes in exchange for inclusion in the Forbes Top RIA list.
The S&P 500 is up nearly 20%, climbing a wall of worry, which includes wars in the Middle East and Ukraine, and the uncertainty of the upcoming presidential election. Thank the Federal Reserve’s steady hand in reducing inflation and guiding the economy to a so-called soft landing. As investors navigate the fraught market landscape, they turn to registered investment advisory (RIA) firms, which are legally bound by a fiduciary standard to work in a client’s best interest rather than for the highest commissions. The third annual Top RIA list highlights firms that have strong track records when it comes to stewarding client wealth and preserving it for the long term. Collectively, the 250 advisory firms on this ranking are overseeing more than $1.6 trillion in assets. Presented by Grayscale Investments Read more: https://lnkd.in/eTkp3mBx
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Thank you to?Savanna?for the hospitality and our partners at?Kudu Investment Management, LLC.?for hosting a great event.?It is always nice to learn from and share the latest technology insights with other firms within our industry.
Last week Kudu hosted a special gathering of CTOs at our partner firms and friends. Hearty thanks to our attendees for a lively and insightful discussion! Also a shout-out to Savanna for providing some of the best views in New York City.... and to Peter Luger Steak House for an unforgettable meal! #investmenttechnology #chieftechnologyofficer #cybersecurity #software #data #datamanagement #managedsoftwareprovider #ai #cloudarchitecture Douglass Winthrop Advisors LLC * GenTrust * Gramercy Funds Management LLC * Pennybacker * Sage Advisory * Savanna * Sequoia Financial Group * Align * Barings * Capricorn Investment Group * ITC Secure * Juniper Square * Lionpoint Group (an Alpha Group company) * Oliver Wyman * ParkLexington Advisors, LLC * Ropes & Gray LLP * Slalom
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Our Principal of GenTrust Puerto Rico, Elena Hernández, was on Bloomberg TV: The Close last Friday where she discussed the current state of the equity and fixed income markets following the most recent reports, analysis on past easing cycles and what investors should consider in the coming months.? Watch her spot here: https://lnkd.in/eA_wH3CZ
Jobs-Day Shocker Vindicates Great Risk Rally | Bloomberg: The Close 10/04/2024
https://www.youtube.com/
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Our?Mimi Duff?says that all eyes are on the Fed this week and how their messaging will come across to the markets and the economy on CNBC?Worldwide Exchange. Watch now:?https://lnkd.in/gg_mJcvg
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Managing Director?Mimi Duff?kicked off The Close on?Bloomberg?yesterday to discuss what she’s seeing the markets and says, “the bigger picture is going to be dominated by the economic cycle and not a few companies.” Watch now for the rest of her insight:?https://lnkd.in/eGaD8DDE
Fed to Cut Rates 100 Bps in 2024, Gentrust's Duff Says
https://www.youtube.com/
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Our?Mimi Duff?joins?CNBC?this morning on “Worldwide Exchange” to share insight on why being overweight bonds makes sense in this market scenario. She also shares her take on equities and the sectors that have opportunities. Watch now:?https://lnkd.in/eTCu6_ec ?
Duff: Bonds will likely perform better as we're entering an easing cycle
cnbc.com
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We want to congratulate Gus Polidor Jr on his 7-year anniversary with GenTrust.?Gus began his career with us as an intern and through the years has become an important part of our team. He is an example of a great team player who is always willing to help colleagues and clients with whatever comes his way. He works closely with our Miami-based advisors with the goal of providing the best possible service to our clients. Thank you for always being you!
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We're proud to be recognized among America's 'Top RIA Firms' in?Financial Advisor Magazine. Check out the full list here! https://lnkd.in/eX-g3kNA Disclosure: Financial Advisor Magazine compiles their annual list of America's Top RIAs based on assets under management (AUM) at independent RIA firms. This ranking includes firms with AUM exceeding $1 billion as of December 31, 2023, for the print edition of Financial Advisor magazine's 2024 RIA survey. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC, and provide financial planning and related services to individual clients. Neither GenTrust nor its employees pay a fee to enter or receive a fee in exchange for rankings.
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We would like to congratulate Jim Colavita "Jimmy" on his 12th anniversary with GenTrust. Jim has been with us since (almost) day 1 as a senior advisor whose decades of experience provides our clients with guidance.?Jim is the ultimate team player and mentor across the firm, especially if you need to recall arcane historical and sports details.?Thank you Jim for being a key part of the GenTrust family!
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