Glen Cove, NY Glen Cove Street Office

The firm provides wealth management and discretionary portfolio management to individuals, high‑net‑worth clients, families, trusts, estates and small businesses, and also offers standalone financial planning and consulting engagements. It offers both standard asset‑management arrangements and a wrap‑fee option that bundles trading with advisory services and delivers ongoing portfolio oversight.

The investment approach centers on fundamental analysis with a long‑term strategic allocation paired with a tactical overlay; portfolios are built from an Approved Holdings List that the firm reviews monthly and the firm enforces a stated minimum cash allocation for client households. The firm explicitly forbids use of options, margin, crypto, penny stocks, SPACs and certain private or unlisted securities, and supplements portfolio guidance with periodic strategist reports and a firm newsletter.

Compared with many peers, the firm’s advisory personnel may also implement commissionable products and insurance in their separate capacities and may provide accounting and tax services outside the advisory firm, arrangements the brochure discloses as potential conflicts to be managed. The firm also highlights several operational features that distinguish it from peers, including its governance by member units, a formal Approved Holdings process, an explicit policy on fee treatment during account declines, and maintained cyber and professional liability coverage.