• INVESTMENT ADVISORY
  • FINANCIAL AND ESTATE PLANNING
  • FAMILY OFFICE
  • STRATEGIC PROVIDERS

INVESTMENT STRATEGY

Our independent advisory approach delivers a customized investment strategy utilizing both our proprietary research and investment management expertise combined with vetted investment managers.

DEFINE

  • Investor Profile
  • Personal & Economic Needs
  • Financial Goals
  • Risk Levels

DEVELOP

  • Customized Investment Plan
  • Portfolio Solutions
  • Strategic/Tactical Asset Allocations

DELIVER

  • Ongoing Analysis of Financial Picture & Goal Assessment
  • Markets/Investment Advice & Guidance
  • Comprehensive Reporting & Transparency

INVESTMENT DUE DILIGENCE

Expertise to review public and private investments across asset classes through our investment professionals

  • Asset Class Research and Analysis

  • Co-Investments Due Diligence

  • Equity and Fixed Income Research

  • Private Investment Due Diligence

  • Asset Manager Research

  • Operational Due Diligence

  • Alternative Investment Due Diligence

INVESTMENT SOLUTIONS

We implement a customized investment plan by:

  • Utilizing our proprietary internal research to suggest an asset allocation suited to your needs and current economic conditions.
  • Allocating, when appropriate, a portion of your assets to external, institutional-quality managers that our advisory committee has approved after undergoing our research and due-diligence process.
  • Complementing that allocation with direct investments in mutual funds, ETFs, equity and debt securities.
  • As appropriate, seeking to minimize taxes from certain investments.
  • As requested, making socially responsible investments.
  • On a case-by-case basis, assisting you with investing in alternative investments, such as:
    • Real assets
    • Real estate
    • Insurance
    • Hedge Funds
    • Private Equity

Develop a plan to efficiently transfer wealth and protect your family and/or business assets. Because of our strategic relationships with a diverse array of service providers, we can incorporate the right professionals for a wide variety of financial and estate planning needs.

  • Multi-Generational Financial Planning

  • Foundation Management

  • Retirement Planning

  • Advisory of Family Offices

  • Investment Planning for Trusts, Grantors and Beneficiaries

  • Philanthropic Advisory

  • Wealth Transfer Assistance

Our family office clients engage in sophisticated investment programs. They utilize global money managers and require comprehensive reporting to manage a variety of financial needs and wealth transfer strategies. We foster long-term relationships with our clients by offering a combination of service, institutional expertise and global capabilities which are aligned with their distinct needs.

  • Bank financing analysis

  • Statement consolidation for external assets

  • Beneficiary education

  • Private banking capabilities through relationship with BNY Mellon and Pershing

  • Assistance with quarterly and annual reviews

  • Coordinate other professionals counseling family needs

  • Special asset class services

  • Wealth transfer planning and monitoring

Delivering independent investment advice and guidance through institutional solutions and global banking capabilities

INVESTMENT RESEARCH & GUIDANCE

The Zweig-DiMenna investment firm has a 34-year track record of providing discretionary advisory services in stocks, bonds, and other financial instruments.

BROKERAGE, CUSTODY AND BANKING

Pershing provides global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers.

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