Facets of the 6th Avenue Team’s Investment Management Services
By placing our primary focus on the needs of our clients, we have developed a unique approach for individuals, foundations, and institutions that combines customized tax-efficient portfolios with diversified asset classes that seek to reduce risk and enhance portfolio returns.
Our wealth management process begins with a series of meetings in which we first learn about you and your goals. Next, we have an “echo meeting’ wherein we present our impression of those goals to you for further refinement. We then move on to a recommendation phase that includes your individualized investment plan. Once the plan has been accepted and implemented, we follow up regularly to verify that our investment management strategy is serving those goals.
Throughout these meetings, we give our clients jargon-free information that enables you to understand our philosophy and practices, including:
How to Invest
Investment firms should manage your assets to move you toward your long-term wealth goals. The 6th Avenue Team accomplishes this by developing a comprehensive understanding of your individual circumstances and the nature of your current portfolio. Our goal is to develop a strategic plan for each investor that defines how to allocate your investment resources and to create a bespoke portfolio that will help you succeed in achieving your goals.
Types of Investments
The global investment markets offer unprecedented opportunities to invest in multiple types of debt and equity products. Our process works to evaluate the optimum investment opportunities among those products for each client. We will discuss the benefits of stocks versus bonds, including corporate, municipal, and high-yield bonds. We will include consideration of commodities as well. Many of our clients invest in exchange traded funds (ETFs), which offer comparatively lower fees and greater liquidity in volatile markets than certain other types of investments.
The Value of Diversification
A well-diversified portfolio reduces an investor’s exposure to economic, industry, political, and other risks that can adversely affect certain industry sectors and regions over others. The 6th Avenue Team develops its portfolio so that a downturn in a particular sector or region is mitigated.
The Value of Long-Term Investing
The benefits of long-term investing are immediately apparent in the value growth of the equity markets over a 90-year period. The upward trajectory of that growth has continued uninterrupted, notwithstanding pauses in that growth from regular economic cycles. The 6th Avenue Team’s portfolio recommendations for the core holdings of your portfolio are designed to take advantage of the natural growth in equity assets, rather than to chase short-term gains through market timing.
Tax Efficient Investing
You have probably recognized just how significantly taxes can reduce the gains in your investment portfolio. Our goal is to produce a strong after-tax return for your portfolio. So, the 6th Avenue Team uses some unique methods that we will discuss with you to maximize the tax efficiency of your portfolio.
Personal Investment Advisor vs. Automated Investing
The growth of online and computer program-driven trading has attracted many investors with low fees and automated investment models. Though this is a viable option for some types of investors, it is not a model we recommend for our high net worth clients. The 6th Avenue Team distinguishes itself from those services by providing a personal experience for each of our clients. We understand that smart investors require more than automated management of their portfolios. When you choose the 6th Avenue Team, you work with an investment advisor who personally oversees your portfolio and is well versed in your circumstances, goals, and experiences. Of course, we also supplement our personal services with web-based access to your account and its activity, so that you can have an up-to-date view of your portfolio whenever it is convenient for you, 24 hours a day, 7 days a week.
Boutique Investment Firm Experience
The 6th Avenue Team prides itself on providing the personal services that investors want from a boutique investment management firm, coupled with the most current investment research, information technology, leading investment experts, and qualified support staff. Backed by the significant resources of Ingalls & Snyder, you can rest assured that your portfolio will be capably overseen within a strong operational environment.
The 6th Avenue Team Difference
The 6th Avenue Team provides direct, personal attention to the investment goals and needs of our many investor clients. We work with individuals, institutions, and foundations in New York and around the country from our headquarters in midtown Manhattan. Please see our website for more information about our approach to investment management and to schedule your initial intake meeting with a member of the Team.
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