Macroeconomic fluctuations, increased compliance burden and regulatory uncertainty are changing the asset management industry every day. For firms, advisers and fund managers that can adjust themselves to the new industry structure, there are promising opportunities — but also new risks. For private equity investors, corporate executives, affluent clients and their families, wealth creates both privilege and responsibility. Depending on the client profile, CONY offers its investment strategy advisory service. We provide financial advice for people who want to protect and grow their money. We’ll help you clarify and prioritize your financial goals, review your assets, analyze your needs and provide recommendations. Our boutique structure allows us to make decisions quickly, execute our strategy and provide exceptional client service.
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