Sarsi, LLC
Investment Bank/Securities Brokerage - New York, NY, us
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Sarsi, LLC Details
SSarsi, LLC is a registered investment adviser. We offer investment and financial planning services to individuals- typically busy professionals, business owners, pre-retirees and retirees. Our clients usually have a complex situation and we simplify the complexity and build reliable plans. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and reporting. We also provide consulting services across all asset classes including alternative investments to institutions and UHNW clients/family offices. Consulting services offered include: Manager Selection and due diligence, asset allocation, portfolio construction and risk management.
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