Summit Trail Advisors
2 Grand Central Tower
New York, NY 10017
Website:
summittrail.com
Firm Size
- Assets Under Management (AUM):$1.8 Billion
- Number of Funds:19
- Employees:95
- Firm Type:
Description
SUMMIT TRAIL ADVISORS, LLC is a financial advisory firm based in New York, NY. The company provides comprehensive wealth management services to high-net-worth individuals, families, and institutions. They specialize in helping clients navigate complex financial markets and achieve their investment objectives.
The team at SUMMIT TRAIL ADVISORS is composed of experienced professionals with extensive knowledge in various asset classes, including equities, fixed income, and alternative investments. They offer personalized investment strategies tailored to each client's unique financial goals and risk tolerance.
In addition to investment management, SUMMIT TRAIL ADVISORS offers a range of services such as financial planning, tax optimization, estate planning, and charitable giving strategies. They aim to provide a holistic approach to wealth management, working closely with clients to develop comprehensive financial plans that align with their long-term goals.
As a registered investment adviser, SUMMIT TRAIL ADVISORS adheres to a fiduciary duty, always putting their clients' best interests first. They emphasize transparency, open communication, and a collaborative approach, fostering long-term relationships built on trust and integrity.
Overall, SUMMIT TRAIL ADVISORS, LLC is a highly reputable financial advisory firm in New York, NY, offering customized wealth management solutions to clients seeking comprehensive financial planning and investment strategies.