Aaron Cohen

President at Financial Partner Capital Management - New York, NY, US

Aaron Cohen's Contact Details
HQ
646-277-7310
Location
Hartford,Connecticut,United States
Company
Financial Partner Capital Management
Aaron Cohen's Company Details
Financial Partner Capital Management logo, Financial Partner Capital Management contact details

Financial Partner Capital Management

New York, NY, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

FPCM has provided for over 20 years, customized asset management and financial planning services to individuals, families and institutions. We differentiate ourselves as fiduciaries of our clients' wealth, by sitting side-by-side with them, providing non-biased advice and personalized service.Direct Investment ProgramDiscretionary Managed Accounts utilizing individual equity and fixed income securities.Portfolio allocations are managed in response to market developments, proprietary valuation work, and the investment objectives, risk tolerance, and tax sensitivity of each client. We focus on delivering performance over a long-horizon, providing advice throughout all the market cycles.Open Architecture ProgramDiscretionary Managed Accounts utilizing mutual funds and ETFs (exchange traded funds).Our Open Architecture program differs differentiates from our Direct program, by focusing more on a top-down allocation strategy, and using a broad class of mutual funds and ETFs as investment vehicles.Real Estate Portfolio ProgramNon-discretionary Investment Accounts comprised of professionally-managed, privately-held real estate assets.For clients who qualify as "accredited investors", our FPCM Real Estate service offers the opportunity to build a diversified and professionally managed real estate portfolio, by directly investing in separate individual properties.Financial Planning ProgramAdvisory services to assist clients with analyzing personal goals and establishing short- and long-term financial plans to achieve them.FPCM's Financial Planning advisory services focus on simplifying your financial life by working with you, and your professional team (e.g. accountants, attorneys, other advisors), to formulate, execute, and monitor a comprehensive, integrated, and consistent financial strategy. Our services cover a myriad of issues such as retirement and estate planning, risk and expense management, and gifting strategies.

Finance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Financial Partner Capital Management
Frequently Asked Questions about Aaron Cohen
Aaron Cohen currently works for Financial Partners Capital Management, LLC.
Aaron Cohen's role at Financial Partners Capital Management, LLC is President.
Aaron Cohen's email address is ***@fpcm.net. To view Aaron Cohen's full email address, please signup to ConnectPlex.
Aaron Cohen works in the Investment Management industry.
Aaron Cohen's colleagues at Financial Partner Capital Management are Peter Braun, Alan L., Craig Giventer, Roberto Vainrub, Gray Stangler, Rahul Arora and others.
Aaron Cohen's phone number is 646-277-7310
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