PARTNERS CAPITAL SERVICES, INC. is a leading local investment advisory firm headquartered in Hauppauge, NY, with two offices serving a diverse clientele. With over 200 individual clients and a remarkable $114,004,000 in assets under management, they have established themselves as a trusted partner in wealth management.
While 401K and individual accounts constitute less than 30% of their assets, Partners Capital Services, Inc. possesses the expertise and capability to effectively manage employer funds. Their comprehensive compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with client interests.
With a team of 20 dedicated professionals, including 12 experienced investment advisors, Partners Capital Services, Inc. provides personalized financial guidance to their esteemed clients. Each investment advisor manages an impressive average of approximately $9,500,000 in assets under management, showcasing their proficiency in delivering tailored solutions.
Notably, Partners Capital Services, Inc. boasts a roster of highly tenured advisors, including Frank Palumbo, John Gardini, and Edward Cahill. These industry veterans bring a wealth of knowledge and experience, enhancing the firm's ability to navigate complex financial landscapes and offer strategic insights to clients.
As a local investment advisory firm, Partners Capital Services, Inc. is deeply committed to the prosperity and financial well-being of their clients. With their proven track record, extensive expertise, and unwavering dedication, they continue to empower individuals and organizations to achieve their financial goals, providing a solid foundation for a prosperous future.