Gregory Patrick

Investment Executive, Private Client Group at HudsonPoint Capital - Jersey City, NJ, US

Gregory Patrick's Contact Details
HQ
848-200-7539
Location
Edison, New Jersey, United States
Company
HudsonPoint Capital
Gregory Patrick's Company Details
HudsonPoint Capital logo, HudsonPoint Capital contact details

HudsonPoint Capital

Jersey City, NJ, US • 20 - 49 Employees
Financial Services

Through our team approach, our firm is solution based and not product driven. Our process includes a "getting to know" the client process where, after numerous meetings and phone conferences, we help identify the gaps in your family's current investment strategy and provide real solutions to any shortfalls aimed at moving your family's financial future in the right direction. Our vast platform allows us to provide our clients with a diversified investment portfolio that is suitable for the individual client's investment goals and risk tolerance.Taking on the role of quarterback for our clients, we work alongside your existing legal, accounting, banking and insurance advisors to assist families with their financial and life needs that could include obtaining long-term insurance, setting up trusts, drafting wills, managing or setting up 401k's, IRA's or other retirement accounts and managing inheritance taxes. If you need assistance with obtaining third party advisors, we can introduce you to a number of different attorneys, accountants and insurance representatives with whom we have informal relationships. (We do not receive any compensation for making referrals to third party advisors.).Our primary focus is to reduce our clients' dependence on investing in typical stock market products. Professional investment management may provide qualified individual investors access to a wide variety of traditional and alternative investment classes that are not correlated to the volatility of the stock market, including solutions that were previously available only to the institutional investors.

N/A
Details about HudsonPoint Capital
Frequently Asked Questions about Gregory Patrick
Gregory Patrick currently works for HudsonPoint Capital.
Gregory Patrick's role at HudsonPoint Capital is Investment Executive, Private Client Group.
Gregory Patrick's email address is ***@hudsonpoint.com. To view Gregory Patrick's full email address, please signup to ConnectPlex.
Gregory Patrick works in the Financial Services industry.
Gregory Patrick's colleagues at HudsonPoint Capital are Juan Matallana, Nick Parchinski, Alexandra Salvador, Alexandra Salvador, Terron Tidwell, Russ Zalatimo, Dani Findlay and others.
Gregory Patrick's phone number is 848-200-7539
See more information about Gregory Patrick