Investment Management Services locations near Monroe, NY

TIF Fund Management LLC

📍 PO Box 1568, Greenwood Lake, NY, 10925

📞 845-477-0200

Compass Asset Management Group

📍 100 Stony Brook Ct, Newburgh, NY, 12550

📞 845-563-0537

🌐 www.compassamg.com

Highly skilled asset manager and financial planner with an established practice encompassing 23 years. Have served in various management/leadership roles with both regional and Fortune 500 companies. Strengths include technical market knowledge, financial & estate planning, prudent asset management & communications. Currently serve as President/Owner of a family office style, private wealth management firm that delivers to clients a consultative based wealth advisory process. We help our clients to identify specific financial goals & concerns, develop an investment policy statement, create financial strategies, manage assets in a risk appropriate environment, control tax implications, establish growing income streams and design strategies to transfer wealth or provide advice on managing philanthropic interests.

New Horizon Asset Mgmt LLC

📍 11 Racquet Rd Ste 2, Newburgh, NY, 12550

📞 845-567-3930

🌐 nhamg.com