Nyack, NY Office
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4Sight Advisors LLC
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About
4Sight Advisors serves individual and high‑net‑worth clients as well as corporations and business entities, providing ongoing portfolio management, financial planning and advice on 529 college savings plans. The firm’s investment universe includes mutual funds, equities, fixed income, ETFs and annuities and, notably, pooled investment vehicles such as real estate funds, venture capital funds and private placements.
The firm constructs an Investment Policy Statement for each client, typically operates with discretionary trading authority, and conducts regular monitoring and quarterly reviews. Its methods of analysis include cyclical, fundamental, modern portfolio theory and quantitative approaches, and it may employ long‑ and short‑term trading, margin, options and short sales to implement portfolios.
Compared with many peers, 4Sight advises on pooled investment vehicles — a service less common for similarly sized registered advisers — and manages client assets in‑house rather than selecting third‑party managers. The firm requires custody at Interactive Brokers or Charles Schwab and receives institutional services from those custodians, and the brochure discloses that a firm principal conducts commissionable insurance sales, a potential conflict of interest the firm discloses.
Based on 4Sight Advisors LLC
Expertise
Based on 4Sight Advisors LLC
Location
Nyack NY
Advisors at this office
2
Advisors at this office
Joe S
Series 63, Series 66
Nyack, NY
4Sight Advisors LLC
Joe Solan is a financial advisor with 24 years of industry experience, currently affiliated with 4Sight Advisors LLC. He holds Series 63 and Series 66 licenses and has worked previously with RealFi Home Funding and Reliant Home Funding. Outside of his advisory role, he is the founder and CEO of Prepsta, Inc., a company that develops educational apps, and serves as an unpaid board member on two nonprofit organizations focusing on education and community services. 4Sight Advisors serves individual and high-net-worth clients, as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm’s investment approach includes a broad asset universe and uses both fundamental and quantitative analyses, with a distinctive focus on pooled investment vehicles managed in-house.
Gamal W
Series 63, Series 65
Nyack, NY
4Sight Advisors LLC
Gamal Walker is a financial advisor with 4Sight Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at HSBC Bank for one year before joining 4Sight Advisors. He is also a co-founder of a beauty and wellness technology company currently developing an application. 4Sight Advisors serves individual and high-net-worth clients as well as corporations, offering portfolio management, financial planning, and advice on 529 college savings plans. The firm utilizes a range of investment approaches including fundamental and quantitative analysis, managing client assets in-house and advising on pooled investment vehicles such as real estate and venture capital funds.
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