The pinch of higher fees and taxes can feel even more pronounced when stock markets have dropped in value or are in a slow-growth mode.
Despite our expectations for limited opportunities and lower total return in the fixed income markets, we remind clients that a high quality, well diversified, actively managed portfolio, in combination with other fixed income strategies, will continue to play an important role during these uncertain times.
We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.
We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.
Among the first of its kind in the nation, our Family Office services feature industry-leading resources and expertise for family offices and their financial interests.
We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.
As the situation with global pandemic continues to evolve, join us for a webcast series discussing recent developments, their impact on the markets and our recommended positioning.
Join us for a weekly webcast series to experience the latest insights and expert advice across our five essential Active Wealth practices. Our August 6 webcast will feature a conversation on International Markets with Sinead Colton Grant, Deputy Chief Investment Officer and Head of Equities at BNY Mellon Wealth Management.
Whether you are an individual or part of a Family Office or Non-Profit organization, complete our quick contact form and we’ll schedule a call to discuss your needs.