Michael Blumenfeld provides fully customized fixed income solutions to select clientele. Through a highly personalized and disciplined approach, we help build and manage tailored fixed income portfolios focused around wealth preservation, tax-efficient income and liquidity. While most of our clients have complex ownership structures, we spend the necessary time to develop a comprehensive understanding of their situation, investment goals and risk tolerances.
Michael prides himself on giving our clients a level of personalized attention and direct access not found at other investment firms. As a PIM Portfolio Manager* with over a decade of asset management experience, Michael acts as both Financial Advisor and Portfolio Manager, investing directly on behalf of his clients (no third parties).
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