Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages assets of approximately $1.7 billion. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products.
As our client, we are there for you and your family every step of the way, anticipating and preparing for such life transitions as marriage, raising children, starting or selling a business, saving for college and retirement and estate planning. An integral aspect of our service is developing a financial strategy that recognizes your personal tolerance for risk or volatility in all kinds of markets. Every plan we develop for our clients is guided by our overarching principle that we not only seek to make money for our clients, but also to preserve their wealth and financial security.