Invest With Peace Of Mind
Secure Your Financial Future with Low Risk
Asset Management Company In New York
Need a reputable investment firm to provide you with lower risk investing opportunities during these uncertain times?
Our mission since 1973 has been to serve our clients by protecting their assets during market declines while taking advantage of profit opportunities during market advances.
We apply a proven risk management approach that enables our clients to invest with peace of mind. We safeguard your investments through our objective time-tested exit strategies developed by our own in-house research team to increase cash positions during potentially risky market climates. In this way we aim to protect our clients from the brunt of severe market declines such as occurred in 2000-2002 and 2007-2009 which can permanently derail your financial security if not handled well.
What Can We Do For You?
We offer a customized and unique approach to investment management and financial planning that puts the interest of the client first. When you sign up to work with us, we begin by carrying out a comprehensive assessment of your personal situation to determine the most appropriate investment strategy for you. We help you create an investment plan that fits perfectly with your goals.
We are 100% committed to helping you make the best financial decisions for a secure future.
In addition to asset management, we provide our clients with other services including financial planning, estate planning and programs to get your younger family members started with their own investments. At the core of our dealings with clients is the protection of your capital.