Individuals investing

Individuals
and Families

MANAGING WHAT MATTERS TO YOU AND YOUR FUTURE

SUCCESSFUL INVESTING IS ABOUT ACHIEVING GOALS

Retirement, education, tax-efficient investing. As a boutique wealth management firm working closely with individuals and families for more than twenty-five years, our team of financial advisors and investment professionals, many of whom hold CERTIFIED FINANCIAL PLANNER™ or Chartered Financial Analyst designations, understand the importance of managing what really matters to you.

SUCCESSFUL INVESTING IS ABOUT ACHIEVING GOALS

As your trusted advisor, we partner with you to understand your needs, your goals, and your tolerance for risk, and we design a portfolio that is right for you and your family – for current liquidity, for longevity and for legacy.

LET US HELP YOU INVEST FOR YOUR RETIREMENT AND LONG-TERM GOALS

TAX EFFICIENT PORTFOLIO MANAGEMENT

It is not what you earn, it’s what you earn on your investments after costs — taxes and fees — that matters most. One of Gerstein Fisher’s specializations is managing money for individuals who pay taxes. By incorporating active tax and tax-efficient management directly into our portfolio strategies, we help our clients keep more of what they earn on their investments.

TALK WITH US ABOUT TAX-AWARE INVESTING STRATEGIES

EDUCATION, SOCIAL IMPACT AND SPECIAL NEEDS

Today’s investors ask Gerstein Fisher for guidance on a range of unique, highly personal goals ranging from college tuition investing to special needs trust and social impact or ESG investing. Our disciplined, rules based approach allows us to fine-tune portfolio strategies that seek to meet our clients unique investment objectives.

LEARN HOW WE CAN BE YOUR COMPREHENSIVE WEALTH MANAGEMENT PARTNER

TALK WITH US / SET UP A COMPLIMENTARY CONSULTATION






OR CALL US AT 800-846-6202

ABOUT GERSTEIN FISHER

We are long-term investors who deploy a rules-based, systematic investment process to help individuals, families, advisors and their clients and institutions achieve their unique financial goals. Headquartered in New York City, we bring more than 25 years’ experience to every relationship. Clients benefit from a consistent, quantitative approach in which we engineer portfolios with tilts toward characteristics or ‘factors’ that academic research and practical, empirical analysis have shown to have rewarded investors in the form of enhanced returns over the broader market. Our pioneering spirit and entrepreneurial culture are as strong as ever today.

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