How to Hire Generation Capital Management
We Have a Solution for Your Needs
If you’re wondering how to hire Generation Capital Management, the process is simple and flexible. There are three primary ways that you can receive guidance from our team:
GCM can manage your investments
For individuals and families (in-house separately managed accounts, in certain 403(b)s through Aspire Financial, or in a variety of employer-sponsored investment accounts)
For all entities (businesses, non-profits, municipalities, trusts, estates, etc.)
If you’re a retirement plan sponsor, we can provide fiduciary consulting and plan management services
THREE Ways to Work With Us
GCM Manages Your Investments
We manage investment accounts for individuals, families, and a variety of entities including businesses, municipalities, nonprofits, trusts, and estates.
In-House Investment Management
Risk management solutions for all client types
403(b) Management
Direct management of certain 403(b) plans through Aspire
Peripheral Account Management
Investment guidance for your 401(k) and other accounts
Individuals and Families
We offer all investment account types available to individuals and families here at Generation Capital Management, including IRAs, non-retirement (individual as well as joint), trusts, and estates. We manage the investments in these accounts ourselves.
We can act as the advisor of record on certain 403(b) plans through Aspire Financial.
And we are excited to be able to manage the asset allocation in most employer-sponsored retirement plans and HSAs.
Businesses, Municipalities, Nonprofits, and Other Entities
Not only do we manage investments for individuals and families, but we help a myriad of other client types including municipalities, trusts, estates, foundations, corporations, small businesses, and nonprofit organizations.
We are happy to offer fiduciary consulting, guidance with selecting and managing a retirement plan, support as an ERISA Section 3(38) or 3(21) fiduciary, and our cash management services to help your organization meet their short- and long-term goals.
Services for Retirement Plan Sponsors
HOURLY CONSULTATION
Investment guidance for your 401(k) and other accounts
Retirement Plan Services
Fiduciary consulting and much more
As a Registered Investment Advisor, Generation Capital Management can provide fiduciary services for retirement plan sponsors. We are happy to review your organization’s request for proposal (RFP) or make sure that an Investment Policy Statement is in place and up to date. Let us see if our skillset can help your organization reach its long-term goals.