Providing Investment Management Services in New York

Inflation and longevity - these are the two biggest threats to your retirement plan. Underperforming investments can trail behind the inflation rate and a long healthy retirement can cause you to outlive your savings. As your New York investment management advisors, we can help you keep up with your retirement income needs. As we help you financially plan for retirement, we can help to make sure your investment portfolio is properly allocated to meet your goals.

During the financial planning process, we can help you understand and identify the following:

  • Financial goals
  • Time horizon
  • Risk tolerance
  • Income needs

We are experts in personal financial planning. Our founder, Philip J. Capell is a Certified Financial Planner™ (CFP®) and estate & tax attorney, As fee-only fiduciary advisors who don't operate based on commissions, you can be sure that we will always act in your best interest.

We Can Help You Safeguard Your Financial Future

Should you choose us to handle your investment management needs, you can be sure that we will meticulously analyze and review your financial needs and goals for optimum results. We will then evaluate all the possible variables that could affect your investment strategy, such as your risk tolerance, time horizon, tax implications, as well as your personal, business, and family circumstances. Finally, we adopt a long-term investment outlook with the core of our investment strategy being asset allocation.

Our ongoing client relationship ensures that your investment portfolio remains appropriate over time. Because we offer a customized relationship-centered approach, we will contact you to discuss the investment implications of political and economic events or changes in your own life situation that may require an investment response. Investment decisions should never remain stagnant. Regular meetings throughout the year provide an opportunity to assess performance and modify the portfolio when necessary. However, we are readily available to all our clients to discuss any concerns or issues that may arise.

We sincerely believe that our services afford the greatest opportunity for long-term financial success. Find out more about our investment management services by contacting us today. We would be happy to explain your various options during a complimentary consultation.

Our offices are located in Melville, Long Island and Manhattan, New York City, and we serve clients in the Nassau and Suffolk Counties.