New York, NY Office

Serenus serves individual and high‑net‑worth clients as well as trusts, estates and charitable organizations, providing comprehensive portfolio management, standalone financial planning and consulting, and referrals to third‑party money managers. Financial planning coverage described in the brochure includes retirement and estate planning, tax and corporate structure analysis, real estate and cost‑segregation studies, mortgage/debt and insurance analysis, and charitable and education planning.

The firm’s investment process draws on a broad mix of analysis methods — fundamental, technical, quantitative, sector and ETF analysis — and implements strategies that include diversified asset‑allocation approaches (strategic, dynamic, tactical and core‑satellite), ETFs, alternatives, options and use of margin, with periodic rebalancing and duration constraints. Portfolios are managed both directly and via sub‑advisors or third‑party managers; Serenus performs initial due diligence and ongoing monitoring of those managers and allows clients to impose reasonable investment restrictions.

What is distinctive is the scale of assets relative to team size and client count: the firm reports roughly $1.47 billion in regulatory AUM across discretionary and non‑discretionary accounts for about 141 clients, producing AUM per advisor and per client figures that are uncommon among similar team firms. The brochure and public materials also note the firm’s use of third‑party ratings in communications and emphasize institutional platform arrangements and research access through multiple custodial relationships, practices that are less typical for teams of this size.