Who We Serve
Aligned with your long-term interests
We target clients seeking long-term value and are proud of the enduring relationships we have with them. For many clients, we are managing accounts that have been at First Manhattan for numerous decades. We are privileged to help clients with diverse backgrounds and interests build their financial futures.
Whether you are an individual at the start of your investment journey, a fiduciary acting as a trustee, or a family seeking to further your generational wealth, we are committed to acting in your best interest at all times and tailoring our investment advisory and wealth planning services to you.
First Manhattan's clients include:
- Multigenerational families with a range of financial and investment objectives
- Retirees balancing a need for income preservation and growth
- Working professionals who are saving for major capital expenditures, education expenses, and/ or retirement
- Entrepreneurs seeking a trusted financial advisor in anticipation of, or following the sale of, a business
- Beneficiaries of inherited wealth, including interests in trusts
- Retirement plans sponsored by small and mid-sized professional firms and businesses
Clients value our unwavering focus on their specific, long-term interests.
The Client Experience
We endeavor to build meaningful client relationships. A deep understanding of your needs best positions us to protect and grow your assets over time.Learn more