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Investment Firms in New York to Consider

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Investment Firms in New York to Consider

Choosing the right investment firm is crucial for achieving your financial goals. Whether you are looking for personalized wealth management, real estate investment opportunities, or strategic venture funding, New York offers a wide range of reputable firms that cater to diverse investment needs. Below is a list of 10 investment firms based in New York that you may want to consider when planning your financial future.

1. LVS Investment Advisory

LVS Advisory is a New York-based investment firm offering event-driven and growth-focused portfolio strategies. They provide personalized financial planning and invest alongside clients for aligned, long-term success.

2. Turki Almadhi Ventures Inc

Turki Almadhi Ventures Inc. (TAVI) is a New York-based private investment firm founded in 1999. It specializes in asset management, financing, and financial services across public and private markets.

3. Mondrian Capital

Mondrian Capital is a real estate financing and capital advisory firm based in New York City, specializing in commercial real estate transactions across the United States.

4. Thinking Big Financial

Thinking Big Financial is a New York-based financial planning firm led by Jim Marrocco, CFP®, CFA. The firm offers holistic, values-driven financial planning and investment management, with a focus on serving the LGBTQ+ community.

5. Kay Properties and Investments New York Office

1031DSTDigest.com, presented by Kay Properties and Investments, LLC, is a specialized platform offering resources and listings for Delaware Statutory Trust (DST) investments tailored to 1031 exchange investors.

6. K. Michael Wallace

Wallace Investments is a New York-based independent financial advisory firm founded by K. Michael Wallace. The firm offers personalized services in investment management, financial planning, tax preparation, and real estate consulting.

7. Fuest & Klein Wealth Advisors

Fuest & Klein Wealth Advisors is a fee-only Registered Investment Advisor offering personalized wealth management services with a blend of personalized service and modern technology.

8. Prosper & Evolve Capital

Prosper & Evolve Capital is a New York-based investment firm focused on supporting ventures that simplify and innovate everyday tasks, emphasizing strategic investments in businesses that enhance daily life efficiency.

9. Global Investment Report

Global Investment Report is an independent financial publication led by New York-based analyst and journalist Eric Uhlfelder, offering research and performance updates on hedge funds and global markets.

10. Alpine Peaks Capital LP

Alpine Peaks Capital is a New York-based investment firm focused on long-term, high-conviction investments in quality small and mid-cap companies.

When considering your investment options, working with a knowledgeable and reliable firm can make a significant difference in achieving your financial objectives. Whether your priorities lie in personalized wealth management, innovative investment strategies, or real estate opportunities, these New York-based firms offer a range of services designed to meet diverse client needs.

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