FIVE FACTOR CAPITAL

Our mission is to help clients decide what is most important to them, and then create a plan to help them achieve it - whether it entails educating their children or grandchildren, retirement without running out of money, starting a new business or nonprofit, caring for aging parents, supporting charitable causes, traveling or some other meaningful goal... As a registered investment advisor, we have a legal fiduciary responsibility to provide investment advice that serves our clients' interests before our own. As a result, our firm's incentives align seamlessly with our clients' goals. When our clients succeed, we succeed... We help them discover their financial goals and provide them with analysis regarding their overall financial position. We develop a realistic plan to help them reach their goals and implement the plan using low cost, tax efficient portfolios, based on the principles of Modern Portfolio Theory. Then we monitor and adapt their plan as their circumstances change..

Primary location: Scarsdale United States