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Asset Management

“Diversification… is perhaps the only place in economics where you get a free lunch.” Harry Markowitz, Father of Modern Finance

Asset management is a key component to our Private Wealth Management division in Rye Brook. Our investment philosophy is based off of Nobel Prize winning research as well as value investing principals laid out by Warren Buffet’s mentor, Benjamin Graham. We use short terms bonds as we feel that the credit and interest rate risk inherent in longer-term bonds is not adequately compensated in the return. We also tilt our portfolios towards asset classes that have higher expected return, such as small cap and value. As financial advisors in Westchester County, we have access to the top firms on Wall Street. Due to our proximity to New York City, we can get the latest information from firms such as BlackRock, Goldman Sachs and JP Morgan.