Our List of Services:

Assessment of resources & life goals

We conduct a comprehensive review of you overall assets and income sources, including investments, retirement assets, real estate, annuities, stock option plans, etc. This review is analyzed concurrently with your personal circumstances, family composition and obligations, living expenses, special needs, and overall life goals.

Financial and retirement planning

We customize a financial plan and Investment Policy Statement (IPS) that integrates your objectives within a larger, overall wealth strategy. We evaluate wills, trust documents and insurance policies, and incorporate wealth distribution and retirement goals.

Asset Allocation

The most important determinant of portfolio performance and managing risk is asset allocation. We are disciplined and steadfast in our focus on maintaining the appropriate allocations for each client, while being responsive to market conditions.

Investment management

We carefully manage risk and believe it is more imprudent to lose money than it is to underperform a benchmark. Using a combination of our own investment strategies and the best of breed managers across various asset classes, investment disciplines and geographic regions, we tailor the management of your investments.

Performance evaluation

We track performance in absolute and relative terms for each account, as well as for your overall portfolio.

Estate and tax consultation

We facilitate and assist with trust, estate, and insurance planning strategies aand collaborate with attorneys and accountants to establish a highly personalized estate plan.

Other Services

Tax Services: We can help streamline the income tax process through our partnership with many of the premier accounting firms in the New York Metropolitan area.

Banking: We can transfer funds electronically to and from your external bank accounts, or setup your investment accounts to provide debit cards or check writing.

Online Portfolio Access: You can view all of your information in a secure, online environment.

eConfirms / eStatements: At your option, you can receive email trade confirmations and statements from our custodian.