With over 100 years of collective experience, our company provides a firm foundation from which to guide our clients in building their assets and their futures. Our principals have managed in excess of 5 billion dollars at some of the largest financial institutions in the world. We have an unparalleled Global Perspective, which is not confined to equities, but encompasses value oriented non-correlated global asset class returns. Alcott Capital Management LLC is a New York based Registered Investment Advisor. Since inception we have been delivering comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. We have no biases or constraints; we sell no products and accept no commissions.
We are committed to our clients and our firm. We invest in the same securities as our clients to make certain all our interests are aligned. In addition, employee ownership as well as the ongoing engagement of our firm’s partners in each client relationship ensures consistency, continuity and accountability. Our focus on results and our capacity and experience in global markets gives us the ability to broaden opportunities for growth while managing appropriate exposure to risk for each client.
Our firm is collectively committed to our community and our profession through myriad memberships, board appointments and volunteer opportunities. Our involvement encompasses: memberships to CFA Institute, Certified Financial Planners Association, Columbia University, MIT, and a myriad of volunteer organizations keeps us well grounded and involved in the community.
Our strong client retention speaks volumes to our performance, perspective and relationships. We go the extra mile for our clients, putting their interests and needs first and foremost in out minds.As a Registered Investment Advisor we are legally responsible to act in the best interests of our clients and to avoid conflicts of interest, a directive we take seriously and follow judiciously.