Spivak Asset Management
Finance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
172 W Main St, Avon, Connecticut, 06001,...Phone Number
(860) 676-9756Website
www.jayspivak.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Spivak Asset Management
Spivak Asset Management, LLC offers customized investment solutions tailored for high net worth individuals, focusing on unbiased and diversified strategies that invest in low-cost asset classes to maximize returns. As an independent fee-only advisor, the firm prioritizes client interests by designing personalized portfolios based on individual investment goals and risk tolerance. The company simplifies money management through the consolidation of brokerage accounts and provides easy-to-understand account statements and quarterly reports. Their disciplined wealth management approach allows clients to focus on their lives without daily financial worries.Explore more
Spivak Asset Management Org Chart
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Spivak Asset Management, LLC offers customized investment solutions tailored for high net worth individuals, focusing on unbiased and diversified strategies that invest in low-cost asset classes to maximize returns. As an independent fee-only advisor, the firm prioritizes client interests by designing personalized portfolios based on individual inv... Read More
