OUR COMPANY
Momentum Advisors is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor (RIA) based in New York City. We serve clients, globally, in a fiduciary capacity, which eliminates the conflicts-of-interest that arise from traditional brokerage relationships with large Wall Street firms that earn commissions on the sale of investments.
Our approach to working with clients incorporates who they are as a person or organization and enables us to create tailored investment strategies and financial plans that are aligned around the unique goals of the client.
OUR ADVISORS
Our advisors have a commitment to excellence, which has been demonstrated by years of experience at the world’s finest corporations, and educational credentials from top universities.
As markets change, and life-events occur, clients need advisors who are prepared to help them see around corners. Financial plans must be dynamic, and there must be accountability. Clients need a financial structure that helps them move towards their goals more efficiently, and a skilled investment advisor who helps them navigate the turbulent financial markets.
OUR CLIENTS
Momentum Advisors is a Financial Planning and Investment Advisory firm that is geared toward individuals and institutions which have achieved notable levels of success.
We serve the financial needs of multi-generational families, entrepreneurs, athletes, board members, endowments, foundations, pensions, defined contribution plans, charitable organizations and individuals around the world. We believe that clients deserve the same excellence in their advisor that they have demonstrated in their own lives. They require an intensely personal approach that relies upon years of experience, attention to detail, and above all else, objectivity.
Our goal has never been to be the biggest but, to absolutely be the best
