Insight and Growth
Welcome
Gramercy Private is a private, investment management firm for individuals, families, and institutions.
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At Gramercy Private, we serve our clients with a customized advisory experience.
Our clients get access to tested wealth strategies designed for the expansion and preservation of their legacy.
Our Approach​
Our investment approach is driven by long track record of institutional investment experience at family offices, hedge funds, and investment firms.
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Client investments depend on their own time horizon and risk tolerance. So each client needs a customized blend of indices or individual securities. The same portfolio is not suitable for everyone. The market index is more concentrated than ever in shares of large technology companies focused on AI growth.
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Our platform is designed to keep costs low, and we pass that savings along to our our clients. We do not have a massive back-office like the large brokers. We use only low cost ETFs and single securities to minimize fees. We will not recommend funds loaded with add-on fees.
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​If your portfolio feels like a carbon copy, we should talk about how you can do better.​ As a boutique fiduciary, we are legally and ethically bound to put your interests above all else. Our advantage lies in our deep industry experience and a focus on the success of our clients.
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Our Services
At Gramercy Private, we are investment managers, and we can assist with a variety of family office and wealth management services.
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Portfolio Management
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Every client is unique. Each investor has a different mix of investment horizons and risk tolerances. So each client's asset allocation must be optimized for their outlook.
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Asset allocation is determining how much of your portfolio should be in certain asset classes, such as stocks, bonds, cash, or other. Security selection is choosing which specific securities are appropriate for each category of stocks, bonds, etc. We will help you do both. And we will do it in a way that's suited specifically to your goals. Our selection will always keep costs in mind, ensuring the lowest fee option in each category.
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Research and Communication
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Our investment research is driven by our deep institutional experience -- at Wall Street firms, in large family offices, or at traditional hedge-funds. We have the breadth of knowledge to understand what drives markets.
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Over the decades, we've managed money through up-cycles and down-cycles. We can help you navigate an uncertain economic and market outlook.
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Tax and Wealth Strategy
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Custom portfolio management allows for strategic tax planning. We can position your investments appropriately and guide the management of your wealth needs. We can also discuss your broader wealth portfolio, including employee stock compensation or real estate.
Contact Us
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The best way to learn more is to talk to us. We are happy to talk about what investment advisor services you may have used in the past. And how we might be able to help you do better in the future.
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Call or email us directly below. And we look forward to hearing from you.
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