A complete list of active advisors currently associated with Carissima Capital LLC
Warmer can help you find a great advisor at Carissima Capital LLC or one who fits your needs even better.
The firm serves individuals, trusts, estates, charitable organizations, family foundations, family offices, corporations and other entities, offering investment advisory, financial planning, co‑advisory services and evaluation/monitoring of unaffiliated private funds. It also provides advice and implementation support for held‑away assets and annuity contracts, including guidance on annuity-related planning when requested. The firm’s investment approach emphasizes a top‑down, macro‑economic analysis to set asset‑class expectations, followed by construction of client‑specific portfolios and investment policy statements with ongoing monitoring and, typically, discretionary management. Financial planning is delivered in an integrated manner and coordinated with clients’ legal and tax advisors, addressing estate planning, retirement planning and related non‑investment matters. What is distinctive about this firm is that its principal is both a CFP® professional and a practicing attorney and, at a client’s request, may provide legal services billed separately — an affiliation that is uncommon among independent advisors. The firm is a small, fee‑only practice that also participates in a DPL network to access commission‑free insurance and annuity options (without direct compensation from DPL) and offers private fund due diligence and transition services for concentrated holdings.
To learn more about the advisors currently working at Carissima Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Troy, NY
| 1
|
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