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While our goal is always the same – to prudently grow existing wealth while preserving capital – we recognize that each client is unique.
We have no standard asset allocation. We construct customized investment portfolios tailored to each client’s needs. We invest across all asset classes on a global basis.
Our reputation as patient stewards of capital affords our clients access to certain managers that may be difficult to access.
We are fully independent with an open architecture, and client fees are our only source of revenue. Our goal is to provide unbiased advice solely in pursuit of our clients’ best interests. Our investment portfolios are available only to our clients and the partners of our firm.
Our firm has served individuals and families of substantial means for over 50 years.
The senior members of our Investment Committee each have decades of experience in identifying and evaluating investment opportunities. Over this period, we have developed an extensive network and established a reputation as a high-quality capital partner.
Key Benefits of our Investment Management Services
Customized investment portfolios based on individual client needs
Dedicated program in sustainable environmental, social, and governance oriented strategies (ESG investments)
Access to leading managers across both traditional and alternative asset classes
An independent investment process focused on providing unbiased recommendations.
Ability to structure both active and passive portfolios
Integration with tax and estate planning
The information provided on this website is not intended to and does not constitute investment advice, and does not create an advisory or any other relationship between you and Ehrenkranz Partners L.P.
The information provided in this website should not be considered to be a solicitation of an advisory relationship nor an offer to sell or a solicitation of an offer to buy any securities offered by Ehrenkranz Partners L.P. or its affiliates. Such offers can only be made in those jurisdictions permitted by law. This website is for informational purposes only and should not be construed as investment, legal, accounting, tax or other professional advice. You should not rely on any information provided at this website for any purpose. The hiring of an investment advisor or attorney is an important decision and should not be based upon written descriptions of the experience of Ehrenkranz Partners L.P., its affiliates, employees and partners. Additionally, registration with the SEC or any other regulatory agency does not imply a certain level of competence, education, skill or training. References to “the firm” or “our firm” refers collectively to Ehrenkranz Partners L.P. and/or any of its affiliated entities in existence at the point in time indicated by the context.
© 2019 Ehrenkranz Partners L.P. All rights reserved. The reproduction or retransmission of the contents of this website is prohibited without the
prior written consent of Ehrenkranz Partners L.P. Under the rules of certain jurisdictions, this material may constitute attorney advertising. Prior results
do not guarantee a similar outcome.