Founding Partner and Financial Advisor, Angie Spielman, speaks to Family Wealth Report to discuss Manhattan West’s alternative investment strategy, her work with women who have recently experienced a liquidity event, and the firm’s unique approach to in-house investment management.
“We offer a highly personalized method of portfolio design and creation. We spend time understanding each client’s specific goals and objectives. This enables us to design a customized portfolio for each client based on their time horizon, risk profile, and financial objectives. What differentiates us is the diversity of our team.”
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