People Moves

California-Based Investment Manager Joins Sanctuary Wealth Services

Eliane Chavagnon Editor - Family Wealth Report October 13, 2014

California-Based Investment Manager Joins Sanctuary Wealth Services

San Francisco, CA-based GenCap Portfolio Management, a boutique investment management firm serving individuals and RIAs, has joined Sanctuary Wealth Services.

San Francisco, CA-based GenCap Portfolio Management, a boutique investment management firm serving individuals and RIAs, has joined the Sanctuary Wealth Services network.

Sanctuary Wealth Services, led by Jeff Spears, helps individuals and RIAs design, build and run their own firms. Sanctuary will provide GenCap with strategic, operational, compliance and marketing  support.

GenCap has 23 advisors and over $2.2 billion in assets under management.

The firm's four portfolios are: equity income risk managed portfolio for income; cash capture portfolio for capital appreciation and income; focused equity portfolio for capital appreciation; and focused equity risk managed portfolio for capital appreciation and hedging.

Prior to founding GenCap, Stephen Bradley was a portfolio manager and chief operating officer at Quantum Capital Management in San Francisco, CA.

Sanctuary Wealth Services and its wholly-owned subsidiaries, Sanctuary Wealth Advisors and    Sanctuary Securities, serve the independent wealth management industry.

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