Our Capabilities

Please select from one of our capabilities below or contact us if your requirement does not fit in one of these categories:

  • Employer 401K Programs

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    At Gentry, we use the same open architecture concept for 401(k)’s that we employ for our private asset management. This allows us to be flexible and to provide a unique plan that is fully customized for the client and its employees. We understand what the benefits market needs today and try to anticipate what will be needed tomorrow.

  • Wealth Management

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    Gentry is a private wealth management firm specializing in integrating all of the financial intricacies that comprehensive wealth management requires. The Gentry Way provides for innovative and superior investment strategies combined with first class service, which includes direct access to the senior advisor making the investment decisions.

  • Investments Process

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    At Gentry we use an open architecture platform where we recommend the best-in-class money managers based on our extensive review process.  We believe in the overriding importance of an academic-based, time-tested strategic allocation that is globally diversified in multiple asset …

  • Financial Planning Process

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    Gentry follows a detailed process that begins with understanding our client’s unique financial circumstances.  Our fiscal data gathering procedure works to evaluate the following: •    Cash flow needs •    Risk tolerance •    Time horizon •    Current financial strategies •    Tax …

  • Alternative Investments

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    Alternative Investments may include futures funds, hedge funds, venture capital, and private equity. The Gentry Way incorporates these types of investments in our client portfolios because we believe asset classes such as these can provide supplementary, non-market correlated returns that are differentiated from the commonplace investing trends pervasive in today’s advisor marketplace.

  • Private Banking

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    Gentry has developed a relationship with a locally owned & operated banking institution that boasts among the most experienced management team in Arizona.  We believe that banking, similar to financial management, is all about the people involved; people that take …