Reach out anytime with your questions, and we will answer them right away.”
Have a question? Ask us here. Or feel free to call us for more information at 914.288.4900.
Since our very first day in business more than 30 years ago, we have thought of ourselves as stewards of our clients’ assets. As fiduciaries, we are legally required to put clients’ interests ahead of our own. Not all advisors are fiduciaries.
We make house calls. We make every effort to meet clients at a time and place convenient for them, whether at our office in White Plains, Manhattan, their homes or another place of their choosing.
Yes, absolutely. We have an in-house financial planning team. Of course, we have great software, but that is no substitute for our decades of planning experience.
Planning not only helps you understand where you stand financially and options moving forward, it enhances our working relationship as well. The better we know you, the better we can do for you.
Hedge funds come in all varieties. There are hedge funds that are extremely conservative, and there are hedge funds that are riskier. That is why we do extensive due diligence before investing a penny with a hedge fund. People still think Bernie Madoff was a hedge fund. He was not. Madoff was a criminal. He acted as a broker and a custodian and created a Ponzi scheme.
No, we don’t. But we will be happy to review your policies and make referrals to other professionals who do. We never receive any compensation for making those referrals. All we want is for our clients to be well taken care of.