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:
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.
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.
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.
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.