Our Services: Protection

Layers of Protection

Most of our clients choose to have their managed accounts custodied at Pershing, a subsidiary of Bank of New York Mellon Corporation. Assets at Pershing are protected by SIPC along with excess coverage from Lloyd’s of London.

This independent custodial arrangement is designed to provide oversight and safekeeping of client’s assets.

Importance of Protecting Your Principal

Our mission is to meet your objectives while paying close attention to the risk/reward relationship in investing. We well understand that what matters most is what’s left at the end of the day — after all taxes and fees have been paid — and that the best financial plan is supportive of each client’s individual needs and goals, not just a race for returns.

Our clients have a wide range of investment objectives from the very conservative to the very aggressive. Whether you are primarily looking for preservation of capital, growth, income — or a careful balance of all — you will get the same level of due diligence, respect and attention from the entire team at Family Management Corporation.

We believe that diversification of a family’s assets generally plays an important role in managing their overall capital risk. Our platform allows us to select from a mix of different asset classes, styles and strategies to build an individualized plan across all of the family’s accounts that can meet client objectives.

Read our article, Risk Appetite is Shaped by Experience, published in InvestmentNews (March 28, 2010). In this piece, Seymour Zises and Andrea Tessler explain how an understanding of each client’s unique family and emotional history is key to making appropriate asset allocation decisions.