Who We Are

    We’ve been helping clients in the greater Westchester County, lower Hudson Valley, and surrounding New York City areas invest for their future since 1994. By serving a select group of clients, we can devote the time needed to provide a high level of service designed around your needs.

    What You Can Expect from Us

    When you partner with us, you can take advantage of these benefits:

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    A Customized Portfolio

    Your portfolio is built solely around a thorough analysis of your investment objectives and life goals. When providing investment advice, we can offer you objective guidance in a fiduciary capacity that’s in your best interest.

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    Experienced Management

    Take confidence in knowing your portfolio is managed by a seasoned team that combines independent research, modern portfolio theory, and an extensive knowledge of the industry.

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    Ongoing Adjustments

    Our constant monitoring of your portfolio helps ensure as the market changes, we’re able to make strategic moves to help keep you heading in the right direction.

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    Regular Meetings

    We’ll have ongoing meeting with you, so we’re aware of shifting priorities, unexpected expenses, and other changes. Then we can modify your portfolio accordingly.