Asset Management

Generation’s approach to asset management stems from our cost-effective, conservative investment philosophy and our commitment to putting our client’s best interests first.  We are committed to ethically managing your assets for the long term.

Our investment approach is concentrated on generating superior long-term investment returns while adhering to lower-than-market risk. We construct portfolios in an effort to decrease the effects of major declines in any one segment of the market.  Strategically, we realize the importance of providing representation across all market sectors and styles in well-constructed portfolios.  No single investment strategy can outperform over an extended period of time.  We provide our clients with the diversification and asset allocation necessary to eliminate the risk associated with single-strategy or single-sector investing.

  • Fiduciary Responsibility:  As a fiduciary advisor, we’re legally obligated and proud to serve your highest financial interests, even ahead of our own.
  • Customization:  Portfolios are customized to reflect our clients’ goals, investment preferences, income needs and existing holdings.
  • Discipline:  We employ a structured, disciplined approach at all times.  Realizing that irrational market behavior creates opportunities for our clients, we have the experience and expertise to take the emotion out of investing.
  • Continuous Monitoring:  The dynamic nature of the financial, geopolitical and economic markets requires us to maintain a firm grip on emerging opportunities and risks. Having our fingers on the pulse of the market helps us to proactively adjust our clients’ portfolios.
  • Transparency:  We build trust with our clients by being clear about how we plan to manage your investment portfolio and what costs you will incur.
  • Independence and Objectivity:     We do not sell products or take commissions. Our fee-based approach ensures strict focus on customer needs without conflicts of interest.