Who we are
Based in New York City, we are an independent registered investment advisor managing over $1 billion in assets for ultra-high-net-worth families, foundations, and family offices. We specialize in serving financial service professionals, business owners, and families navigating financial complexities after the loss of a spouse.
What sets us apart is our philosophy, which revolves around simplicity, transparency, and trust, providing customized, tax-efficient portfolios that offer peace of mind and security. Our personalized, team-based approach ensures that each client receives unbiased financial advice tailored to their unique needs and long-term goals.
Maneesh is based out of New York, advises our largest clients and is responsible for research and management of our tax efficient portfolios.
Maneesh Shanbhag
Founder & CIO
Ivan is based out of Connecticut and advises high net worth families on investing, retirement, and tax planning. Ivan also serves as the firms chief compliance officer.
Ivan Lucuk
Client Advisor & CCO
John is based out of Seattle and works with our west coast families. He has extensive experience advising families on asset allocation, taxes, and estate planning.
John Snyder
Senior Client Advisor
Henry is based out of New York and oversees our analytics, trading, and investment operations.
Henry Park
Head of Research & Trading
Kaylin is based out of New York and is responsible for investment analysis, operations, and client reporting.
Kaylin Colby
Analyst
our Three Pillars
01
Avoid Mistakes
Successful investing and financial planning comes from avoiding major pitfalls rather than attempting to predict the future.
02
Be Prepared
The future is uncertain, and our goals and values change, so a diversified portfolio along with a robust estate and tax plan is the best way to ensure peace of mind during market downturns and life transitions.
03
Keep it Simple
Simple, well-understood investing and financial planning strategies outperform complex ones and withstand the test of time.