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Exceptional guidance and unwavering commitment. Our difference as a firm is captured by our core beliefs.
Custom Portfolio Management
Our unique approach to investing provides active management of your portfolio based on your goals, preferences and needs. You are free from the constraints of passive investment vehicles and funds. Overall, we believe clients receive higher quality personal services at lower costs than traditional active management solutions.
Accessibility
There is no middleman or hidden team handling investment research and directives. You have full transparency of your accounts as they are invested. Clients speak directly with the professionals actually managing their money.
Enduring Partnerships
Long-term relationships and a multi-generational approach to managing investments and wealth are at the forefront of our approach.
Aligned Interests
As an employee-owned company, our own money is at work in our business every day. We consider it a privilege to serve our clients investing their money alongside our own.
Flexibility
We are passionate about recognizing that each client is unique in their financial situation and investment needs. The size of our firm allows us to engage with clients on an agile basis and take advantage of opportunities as we identify them.
Stability
Stability is fundamental at our firm. We take a conservative approach to risk as we guide our clients and our firm into the next century.
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Ingalls & Snyder is a registered investment advisor and broker-dealer based in New York City. We provide investment management and related services to private clients and institutional investors.
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