Sarsi, LLC
www.sarsillc.comSSarsi, LLC is a registered investment adviser. We offer investment and financial planning services to individuals- typically busy professionals, business owners, pre-retirees and retirees. Our clients usually have a complex situation and we simplify the complexity and build reliable plans. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and reporting. We also provide consulting services across all asset classes including alternative investments to institutions and UHNW clients/family offices. Consulting services offered include: Manager Selection and due diligence, asset allocation, portfolio construction and risk management.
Read moreSSarsi, LLC is a registered investment adviser. We offer investment and financial planning services to individuals- typically busy professionals, business owners, pre-retirees and retirees. Our clients usually have a complex situation and we simplify the complexity and build reliable plans. Services provided are : 1.Financial Planning: Overall financial situation of the client including cash flow, debt management, risk management/insurance, estate planning and tax planning. 2. Investment strategy. 3. Asset allocation and risk management. 4. Manager/Investment product selection. 5. Investment monitoring and reporting. We also provide consulting services across all asset classes including alternative investments to institutions and UHNW clients/family offices. Consulting services offered include: Manager Selection and due diligence, asset allocation, portfolio construction and risk management.
Read moreCountry
State
New York
City (Headquarters)
New York City
Industry
Employees
1-10
Founded
2010
Estimated Revenue
$1 to $1,000,000
Social
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Managing Director
Email ****** @****.comPhone (***) ****-****
Technologies
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