Larchmont investment advisor launches wealth management practice
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- June
- 2
Rockingstone Advisors, an investment advisory firm in Larchmont, said that it has started a wealth management practice that seeks to offer multi-asset investment strategies to individuals, families and small institutions.
The firm said that its investment strategy includes using exchange-traded funds to gain exposure to multiple asset classes more cost effectively and efficiently than would have been possible five years ago.
“We believe the present environment is a particularly propitious time to launch our wealth management practice,” said Brandt Sakakeeny, managing partner. “Financial markets have stabilized but we do not believe the global imbalances driving economic dislocation have subsided, if anything they may be deteriorating.”
This entry was posted
on Tuesday, June 2nd, 2009 at 3:45 pm by Jay Loomis.
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