Customized investment solutions for a select group of high net worth individuals
Unbiased, diversified strategies investing in low cost asset classes to help Maximize Returns
Easy to understand account statements and quarterly reports
Consolidation of brokerage accounts to simplify client's money management
As an independent fee-only advisor, Spivak Asset Management, LLC always puts the interest of the client first. After evaluating each client's investment goals and assessing their risk tolerance, a personalized portfolio is designed. The disciplined wealth management plan allows clients to reach their own specific goals.
The money management model is not based on speculation but on the science of capital markets. The technique is formulated from both academic research and real financial market experience. The analysis results in a diversified portfolio of low cost asset classes that help maximize returns. Asset location optimizes returns in the most tax efficient manner.
The investment approach provides a comfort level so the client can focus on the rest of their life and not worry day to day about their finances. Multiple accounts are consolidated to simplify recordkeeping. Each client receives reports in an easy to understand format. One on one communication maintains a client's complete understanding of their investments while allowing them to enjoy the lifestyles they want.
University of Pennsylvania
The Wharton School
School of Engineering and Applied Science
George Weiss Associates
Ballentine Capital Management
Spivak Asset Management, LLC
The important thing about an investment philosophy is that you have one you can stick with"David Booth
The beauty of diversification is it’s about as close as you can get to a free lunch in investing"Barry Ritholtz
The purpose of the margin of safety is to render the forecast unnecessary"Benjamin Graham
Do you know what investing for the long run but listening to market news every day is like? It's like a man walking up a big hill with a yo-yo and keeping his eyes fixed on the yo-yo instead of the hill"Alan Abelson
Value investing is the discipline of buying securities at a significant discount from their current underlying values and holding them until more of their value is realized. The element of a bargain is the key to the process"Seth Klarman
Only liars manage to always be out during bad times and in during good times"Bernard Baruch
Investors must keep in mind that there’s a difference between a good company and a good stock. After all, you can buy a good car but pay too much for it"Richard Thaler
Invest for the long haul. Don’t get too greedy and don’t get too scared"Shelby M.C. Davis
Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas"Paul Samuelson
The first rule of compounding: Never interrupt it unnecessarily"Charlie Munger