Our independent advisory approach delivers a customized investment strategy utilizing both our proprietary research and investment management expertise combined with vetted investment managers.
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
We implement a customized investment plan by:
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
Advisory of Family Offices
Investment Planning for Trusts, Grantors and Beneficiaries
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
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
The Zweig-DiMenna investment firm has a 34-year track record of providing discretionary advisory services in stocks, bonds, and other financial instruments.
Pershing provides global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers.