10 Grand Central 155 E 44th Street
12 th FL
New York City,
We apply proven investment strategies
As fiduciaries we believe investment strategies are part of a bigger picture in achieving your financial goals. We help our clients to understand the fundamentals of investing so they can make informed decisions. The following concepts ensure investment portfolio's can optimize performance:
The first step in providing recommendations starts with a DISCOVERY MEETING to understand your goals, risk tolerance, time horizon and investment philosophy. Once we have a clear picture, we can provide recommendations and begin implementing suitable solutions.
Once we have completed your IMPLEMENTATION we don’t stop there. Our team will MONITOR your performance and partner with you to make adjustments as needed. We will proactively seek to review your account(s) together with you, based on your desired frequency, to ensure we stay on track or provide additional solutions as needed.