Generation Capital Management (GCM) is an independent, SEC-Registered Investment Advisor located in Rochester, NY. Since 2003, we have provided value to our clients through a premium level of investment service and an unbiased, effective investment process. The GCM mission is to provide customized investment solutions and advice to help investors meet their increasingly demanding financial needs.
Our investment services fall into two categories:
Decades of experience in all areas of the financial services industry provides our clients access to unique perspectives and ideas. GCM works to understand each client, their current needs, challenges and risk tolerances and provide cost effective independent, unbiased solutions to match. This comprehensive, collaborative approach to asset management and retirement plan fiduciary consulting makes GCM the trusted Registered Investment Advisor for a wide variety of clients including:
Individuals • Trusts and Estates • Not-for-Profit Organizations • Corporations • Defined Contribution 457 Plans • 403(b) Plans • 401(k) Plans • Government Entities • Foundations and Endowments
As a Registered Investment Advisor, we are required to report to the Securities Exchange Commission each year. To view our most recent filing, please click here.
To learn more about the GCM team, please click here.