A complete list of active advisors currently associated with J. Safra Asset management Corporation
Warmer can help you find a great advisor at J. Safra Asset management Corporation or one who fits your needs even better.
J. Safra Asset Management Corporation provides discretionary and non-discretionary portfolio management, managed-account strategies (UMAs and SMAs), fund investment management and institutional investment consulting to individuals, high‑net‑worth clients, corporations, private pooled vehicles and other U.S. and international institutions. The firm advises on a broad set of investments — equities, fixed income, exchange traded products, mutual funds and alternative assets — and offers both model-driven managed accounts and direct advisory services. JSAM’s investment process combines fundamental, security‑level analysis with macroeconomic assessment and tactical positioning, and it routinely uses third‑party managers and model providers to implement strategies. The firm also serves as an investment manager and sponsor for private funds, including fund‑of‑one structures and other pooled vehicles, and provides research and consulting to affiliated institutions. JSAM is affiliated with Safra National Bank of New York and Safra Securities LLC (and an affiliated insurance agency), and the brochure discloses that the bank is a primary custodian and a source of client referrals under written agreements while the broker‑dealer is used for execution. With roughly $6.26 billion in assets under management serving about 3,374 clients with nine listed advisors, the firm shows an unusually high client‑per‑advisor ratio and a notable international client presence versus peers, and the brochure does not describe standalone financial planning services.
To learn more about the advisors currently working at J. Safra Asset management Corporation, 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.
You can also browse J. Safra Asset management Corporation's office locations.
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