Market
RIA
Member Level
Premier
Last Activity
this month
Profile Age
260 days old
General
Location
New York, NY, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$1,200,000,000.00
Gross Revenue
$2,100,000.00
# of Accounts
412
Avg Client Age
55
Overview

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 based 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. At Old Slip Capital Partners, our consultants and advisors are focused on and continue to provide a wide range of financial services including but not limited to; Institutional Investment Advisory, ERISA Governance Consulting, Insurance Consulting, Investment Banking Advisory and Private Wealth Consulting Services. Our advisors and consultants operate in an independent, non-affiliated capacity to provide advice, guidance, direction, and education to investors both corporate and individual. Our independence allows us to serve our clients in a manner that is free from the influence of investment management firms, mutual fund companies, insurance companies and others in the industry.

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