Investing for Your Long-term goals
Investment Solutions for Today Centered Around Tomorrow
In turbulent markets, a disciplined investment strategy can help you manage risk and avoid making emotionally-charged decisions about your money. Generation Capital Management offers three ways to help individuals and families manage their investments with seasoned guidance from Scott Nasca, CFA.
Additionally, we share our expertise with corporations, nonprofits, municipalities, and other entities through asset management, retirement plan services and cash management.
Investment Services for:
Individuals and Families
Powerful insights to keep you on course
Our team has helped hundreds of families and individuals embrace their uniqueness and achieve their financial goals while managing investment risk.
We offer three ways to manage your investments wherever they are: in-house, in select 403(b)s through Aspire, and through our peripheral account management platform.
If you have an investment account managed by Generation Capital Management, you have access to our comprehensive financial planning services at no additional charge.
Entities: Corporations, Municipalities, Nonprofits, Trusts, Foundations and More
The experience necessary to help you manage risk
Entities like municipalities and corporations have relied on Generation Capital Management for decades to help them invest corporate accounts, retirement plans like 401(k)s and 457s, as well as cash management plans.
We are proud to be able to offer services as an ERISA Section 3(21) fiduciary or Section 3(38) enhanced fiduciary to take on the responsibility of investment management so that leadership can focus on their organization’s mission.
Let our team be a part of your team.
The Generation Capital Management Difference
Experience Matters
Having an experienced partner in your corner can make a world of difference when it comes to your investments. Taking the emotion out of investing is challenging even for the most seasoned investor. We use a consistent process based on data and macro analysis to provide value for our investment management clients.
Our portfolios are managed by Generation Capital Management’s President and Founder Scott Nasca. Scott is a CFA® charterholder with over 30 years of experience guiding portfolios through all kinds of market environments.
We have the expertise to construct a portfolio that matches your ability to take on investment risk and meet your long-term goals.
Minimize Risk, Maximize Success
We create portfolios that focus on macro data points and where we are within the economic and market cycles. This philosophy guides our management process in managing portfolios by modifying asset allocation levels depending where we are within the economic cycle. This active style will result in reducing participation in down markets while targeting returns consistent with your time horizon and risk tolerance.
Our portfolios consist of three asset elements:
Diversified
We have a “go anywhere” mentality where we will invest in any publicly traded investments throughout the world. We will utilize large-, mid-, and small-cap as well as international equity exposure. Fixed-income allocations include government, corporate, municipal, certificate of deposits and high-yield securities.
Core
It is important that we understand the risk profile of our clients as this will guide our overall asset allocation targets and security selections. We invest in products that provide broad market exposure to equity and fixed income markets, while also utilizing specific sectors or areas of concentration based upon our macro data inputs.
Opportunistic Value
Top-down/bottom-up investing using multiple analytic techniques. Tactical asset allocation to adapt to changing market environments.
Fiduciary Duty to All Clients
As an SEC-Registered Investment Advisor, we offer some unique advantages over our competition. (Note: Registration with the SEC does not imply a certain level of skill or training.)
All Recommendations Made Using the Fiduciary Standard
We are obligated to make recommendations in your best interest at all times because regulation requires us to operate under the “fiduciary standard”. Some other financial advisory firms conform to the “suitability standard”—a lower level of investor protection which states that a recommendation must be suitable for the situation, but there is no obligation for it to be the “best” option (lowest fee, no competing interests, lowest risk for the given situation, etc.).
Fee-Only Means No Commissions, Ever
We manage investments on a fee-only basis. As a Registered Investment Advisor, we are proud to say that we cannot charge commissions.
Future-Focused
Environmental Social Governance (ESG) Investment Portfolio
We recognize the importance of sustainable and equitable business practices. That’s why we offer our clients the option to invest in an ESG portfolio using exchange-traded funds if they choose to have in-house investment management by Generation Capital Management.
