New York, NY Office

Sincerus Advisory is an SEC-registered investment adviser that serves individual clients (including high‑net‑worth households) and institutional entities, offering discretionary portfolio management, standalone financial planning, and a comprehensive subscription-style planning service. The firm manages roughly $222 million across about 158 client relationships and also assists clients in selecting and monitoring third‑party sub‑advisers when appropriate.

The firm typically combines passive portfolio construction—using index mutual funds and ETFs—with active tools, including fundamental, technical, and charting analysis, to build individualized asset allocation targets and investment plans. Most accounts are managed on a discretionary basis with the ability for clients to impose investment restrictions, and clients receive ongoing monitoring and periodic plan reviews under the comprehensive planning engagement.

Two features that distinguish Sincerus from many peers are its multi-office footprint and its public presentation of third‑party ratings: the firm reports operating five offices and discloses that it advertises outside ratings. The advisory team is compact (three advisors) but highly credentialed (multiple CFP certifications and a CFA designation among the professionals), the firm generally limits custody to fee withdrawals (including standing letters of authorization), and it executes client trades on an individual account basis rather than aggregating orders.