Investment Services for individuals and families
Simplifying a Complex Process
We know investing can be overwhelming. That’s why we offer three ways for you to receive investment guidance from the experts here at Generation Capital Management.
Our team has the ability to invest both retirement assets and non-retirement assets in accounts right here at GCM. We also have the ability to guide the money being saved in certain employer-sponsored retirement plans like 401(k)s, 403(b)s, 457s and more.
The data-driven and technology-forward team at Generation Capital Management has the resources to meet your needs.
How Can We Manage Your Investments?
Since 2003, our team has helped hundreds of families and individuals in various states across the country embrace their uniqueness and achieve their financial goals while managing investment risk.
We offer three ways to manage your investments wherever they are. You don’t need to be able to move your assets to us here at Generation Capital Management for us to be able to work with you.
The best part: if you have an investment account managed by GCM, you have full access to our comprehensive financial planning services at no additional charge.
In-House Investment Management
Informed investing, simplified
We establish and manage investment accounts of all types for individuals and families here at Generation Capital Management. These accounts include IRAs, non-retirement investment accounts (individual and joint), trusts, estates, and more.
An environmental, social and governance (ESG) investment portfolio is available to clients who invest with us in-house, and our low account minimums help us democratize our services.
403(b) Management Through Aspire
Direct advising through select 403(b)s
If you have access to a 403(b) through your employer, you may be able to choose Generation Capital Management as your advisor of record. This allows us to manage your asset allocation and qualifies you to receive financial planning guidance from our CERTIFIED FINANCIAL PLANNER™ professional.
If you’re not sure your 403(b) qualifies, we can check to see if your plan is on the Aspire platform. This is a great option to work with us here at GCM.
Peripheral Account Management
One management solution for all of your accounts
We now have the ability to manage investments in most employer-sponsored retirement accounts (401(k)s, 403(b)s not available through Aspire, 457 plans, and even HSAs).
This offering allows you to leave your investments where they are and still continue to receive expert guidance from the GCM team.
Peripheral Account Management is another way that we’re leveraging software to democratize access to financial guidance.