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14 Penn Plaza 9th Fl.    |    New York, NY 10122    |    212-697-3930    |    Get Office Directions

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Our Mission

Our mission is to provide proactive and prudent advice to help our clients articulate their values and the goals for their wealth. We strive to accomplish this objective by achieving investment returns consistent with their income needs and risk tolerance by structuring well diversified portfolios inclusive of a prudent use of alternative investments.