Institutional Investment Management
The Expertise Your Organization Needs
We recognize that behind every organization are people committed to a mission. That’s why Generation Capital Management offers institutional investment management services, providing institutions and entities the expertise they need in asset management, retirement plan services, and cash management.
Providing Guidance For Institutions and Entities
Entities like yours have relied on Generation Capital Management for decades to help them navigate the risks posed by managing their investment accounts and retirement plans. We are proud to take on the responsibility of investment management so that leadership can focus on their organization’s mission.
We serve:
Foundations
Municipalities
Corporations
Trusts
Investment Management for Nonprofit Organizations
Nonprofit organizations face unique challenges balancing long-term financial stability with advancing their mission. At Generation Capital Management, we provide fiduciary-focused strategies designed to:
Align with organizational values
Support sustainability and growth
Reduce fiduciary and investment risk for boards and leadership
Our experience allows nonprofits to remain mission-focused while we manage the financial complexities behind the scenes.
Our Institutional Investment Management Services
We provide a full suite of services to support the unique needs of organizations. From managing retirement plans to overseeing assets and providing fiduciary guidance, our goal is to reduce risk and allow leadership to remain focused on their mission.
Retirement Plan Management
A disciplined process to take more off your plate
Retirement Plan Management
We have easy solutions to help your organization start or manage a 401(k), 403(b), 457, SIMPLE, SEP or even a pension. With decades of experience working with municipal retirement plans in Upstate New York, we are happy to share our knowledge with any organization looking to offer a retirement benefit to their employees.
We provide plan fee analysis and optimization, fiduciary risk management, independent investment due diligence, investment policy statement (IPS) creation and full-scale RFP management for service providers all through our documented process.
As an SEC-Registered Investment Advisor, we can offer ERISA 3(38) fiduciary services which means we can assume full responsibility for selection, monitoring, and replacement of retirement plan investment options. (Note: Registration with the SEC does not imply a certain level of skill or training.)
In-House Investment Management
Investing for your organization’s future
In-House Investment Management
As is the case with individuals and families, we can manage the investment accounts for an organization right here at Generation Capital Management. We can also support your business with cash management services and pension management services.
Our data-driven process is captained by Scott Nasca, CFA. It’s designed to help reduce risk and find areas of opportunity. All while keeping your entity’s needs in perspective.
Fiduciary Consulting
A second set of eyes for your team
Fiduciary Consulting
Federal regulators and participants are increasingly challenging the prudence of plan sponsor management decisions, investment choices, and fee structures. This results in a growing body of litigation risk.
We can provide an assessment of your current plan to see how it is invested, protects you as plan sponsor from fiduciary liability, and is cost efficient. If it fails our analysis, we will lay out alternatives that meet those three critical criteria.
Ready to take the next step? Start planning your organization’s future with Generation Capital Management’s institutional investment management services.