About Us

 

Founded in July 2001, we are seasoned investment professionals who have delivered good results for many years. At present, we have six managers/analysts who have investment responsibility for $300 million of assets. Our portfolio managers, all of whom do analytical research, collectively have over 200 years experience with asset management. Our foremost goal is to be protective of our clients’ assets. We accomplish this with a conservative, balanced approach. Our secondary goal is to outperform the S&P 500 average. Our method for accomplishing this is to thoroughly analyze the prevailing political and economic influences on the markets in conjunction with specific asset selections. Flexibility is important as the markets present a challenging kaleidoscope of risks and rewards. We invite you to contact us for further information and/or to arrange to meet. We will be pleased to review performance with you at that time.

We feel it is vital to keep clients as informed about our activities as they wish. Clients receive directly from the selected custodian banks or brokerage firms confirmations of all trades, as well as monthly statements which include asset positions and values. Analytic Asset Management provides quarterly appraisals, and performance results when requested, as well as periodic reports and/or commentaries of timely interest to our clients. All the members of the firm are available for meetings, and phone calls, and/or email exchanges, whenever clients so desire. We also initiate communications to keep clients informed of our thoughts, and in order to make sure that we are investing in accord with their objectives.

 

 

275 Madison Avenue Suite 1300
New York, NY 10016
Main 212-488-5340,   Fax: 212-682-9692