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James J Lukezic
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James J. Lukezic | Old Slip Capital Management

James J. Lukezic is a financial expert and managing principal of Old Slip Capital Management, providing personalized investment and retirement planning services. With years of industry experience, he helps clients achieve long-term financial goals. For consultations or inquiries, contact James at info@oldslipcap.com or call 646-290-7711 to learn more.

Read More: https://finance.yahoo.com/news..../old-slip-capital-an

Old Slip Capital Announces New Miami Office, Issues Advisory for ERISA by James Lukezic, Managing Director

NEW YORK, NY / ACCESSWIRE / July 19, 2024 / Old Slip Capital has announced the opening of its new office in Miami, FL. The company has also issued an important advisory to plan sponsors, pointing to the advantages of trusting ERISA Fiduciary Advisors
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James J Lukezic
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James J. Lukezic

James J. Lukezic is a pro finance marketing consultant at Old Slip Capital Partners, a main investment firm within the United States. With information in wealth control, retirement planning, and opportunity investments, he provides strategic monetary guidance to excessive-internet-really worth people and businesses. His deep enterprise knowledge and commitment to consumer fulfillment make him a depended on professional in economic planning and investment techniques, supporting clients gain long-term economic growth. For any quarry contact me 6462907711, info@oldslipcap.com.

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Old Slip Capital Partners | United States
www.oldslipcap.com

Old Slip Capital Partners | United States

Old Slip Capital is a boutique Capital Management and Advisory firm dedicated to superior client service and execution.
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James J Lukezic
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https://sites.google.com/view/jamesjlukezic/home

James J. Lukezic

The current financial environment is more fluid than ever. Individuals and organizations require expert counsel on maximizing profits from investments, managing risks, and achieving long-term financial security. Capital management and advisory firms
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James J. Lukezic
One crucial role of institutional investment consultants is to monitor portfolio performance against goals. They do regular performance report checking such as analysis of returns, and other key performance indicators. All these are important for ensuring that the investment strategy remains on track.
If you want to make well-informed investment selections or connect with an experienced institutional investment consultant then consider choosing James J. Lukezic from Old Slip Capital. They have investment expertise and experience in the areas of asset allocation and portfolio construction
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Old Slip Capital Partners | United States
www.oldslipcap.com

Old Slip Capital Partners | United States

Old Slip Capital is a boutique Capital Management and Advisory firm dedicated to superior client service and execution.
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  • https://www.oldslipcap.com/

  • Male
  • Living in United States
  • Located in 40 Wall Street, Floor 28
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James J. Lukezic, Old Slip Capital Partners is a New York City-based Capital Management firm that is the result of a merger between Standard Fiduciary Consulting, LLC, a leading Registered Investment Advisory firm, and CNA Investor Services, Inc., a Chicago Broker Dealer whose parent was and is a leading national insurance provider. CNA Investor Services, Inc., has been in business since 1966 when it was approved for business by FINRA. In 1977, it was also approved by the SEC (Securities and Exchange Commission) as an Investment Advisor, servicing clients nationally since then.

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