Asset Management

Wall Street Access Asset Management is the SEC-registered investment advisor affiliate of Wall Street Access. The business is comprised of a group of talented and experienced financial professionals who provide portfolio and fund management to high net worth individuals, foundations, family offices and institutional clients across the globe.

While the professionals of Wall Street Access Asset Management work from the same platform and process, this does not mean that they share a single, rigid corporate mandate or style that prescribes the way they serve clients. We believe sharing diverse expertise and perspectives maximizes the value we can bring to our clients. What our professionals do share is Wall Street Access’ entrepreneurial spirit, independent heritage, attention to client service and insistence on the highest level of integrity.

Most importantly, they are all backed by a well-capitalized firm and a management team that provides the logistical support, encouragement and freedom necessary to succeed in executing proven strategies. The result is an organization with the intellectual and financial resources to navigate a dynamic global marketplace on behalf of a diverse client base.

This approach ensures that Wall Street Access Asset Management clients have access to a range of asset management products, strategies and approaches that meet their individual needs and preferences today, and as their personal financial situations evolve over time.

Core Equity and Fixed Income Composite