About Us

Investment Advisor serving the New York Metro Area with a simple objective: to make your money work harder.

We help clients: accumulate capital, and invest it prudently and cost consciously, so they can focus on living their life the way they aspire to.

We invest portfolios of corporate executives, business owners and retired families, using deep expertise, carefully curated tools, and investment acumen.

We offer an alternative to the high-cost, high-complexity solutions that are currently heavily marketed in the industry.

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Our Services
Setting Investment Strategy
Help clients to accumulate capital (during earning years) and generate income during retirement.
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Allocating Assets Appropriately
Invest portfolios for clients in a way that is consistent with their risk-taking temperament.
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Making and Monitoring Investments
Take on the tasks of Investing and monitoring their investments - portfolio management.
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For Who
The Dorchester Way