Getting Started with the 6th Avenue Team
Getting started with the 6th Avenue Team is easy: Simply fill out the contact form on to the right side of the screen. Answer a few short questions along with your contact information and a member of our team will contact you. If you are already familiar with our platform and are ready to get started, call us. We’ll review our introductory questions with you over the phone and set up a meeting with a member of the Team at your convenience. Meetings may occur remotely or in person at our NYC office, located in Midtown Manhattan.
Whether you are new to investing or you have an active multi-million dollar portfolio, the 6th Avenue Team will review your current holdings and work with you to craft a bespoke investment portfolio designed to meet your long-term goals, mitigate risk, and optimize upside opportunities with tax-efficient investment strategies.
Taking the First Step
Your initial intake meeting is the first of several interactions that you will have with your advisor as we develop a customized plan to manage your investments.
Even before that meeting occurs, our introductory form will have established:
- The approximate value of your portfolio today
- The total number of your investment accounts
- The estimated value of your retirement account
This information will form the basis of your first intake meeting with your personal investment advisor. In the course of that meeting, your advisor will determine whether your existing strategies align with your goals and will delve into a deeper understanding of the values and priorities that you want your investments to reflect.
In sum, our intake process takes a “deep dive” into several issues including your:
- Long-term goals
- Short-term goals
- Risk sensitivity
- Investment history
A New Beginning and a Clear Path Forward
Our introductory form and initial intake meeting can be an eye-opening experience. Investors who have amassed portfolios in piecemeal fashion with no unifying strategy might discover that their assets are underperforming or are a poor match for their goals. Working with the 6th Avenue Team offers a chance to analyze your investment history, reset the clock and move forward on a clear path toward achieving your long-term financial goals.
The 6th Avenue Team works with individuals, institutions, and foundations throughout the country. When you are ready to get started, please complete the short contact form, and let’s start building your future today.
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