Wall Street Access Asset Management’s seasoned investment professionals work with high net worth individual's foundations, family offices and small institutions to build and manage customized, tax-efficient investment portfolios. Whether employing individual equity selection or an asset allocation model, every portfolio is designed with total return and capital preservation in mind.

We have managed assets through an array of market conditions, and worked with clients through evolving demands of family, business and philanthropy. We begin by talking with clients to understand not just their financial goals, but also their life goals, and then tailor a portfolio for each individual.

There are no artificial constraints on our process: no “recommended list” of securities, no “firm style” to adhere to, and no reliance on stringent formulas that dictate our actions. We constantly monitor the performance of all portfolios and, with the continued input of our investment committee, adjust portfolios over time as the market and clients’ needs change.

Our expertise is backed up by the highest level of quality service. Our customers have direct access to all of our investment professionals at any time. Whether you want to change your investment strategy, adjust your portfolio mix, better understand an investment decision, or just discuss your ideas and concerns, we’re available. We strive to be pro-active in providing our clients with the information they need for a thorough understanding of their assets. This includes regular quarterly portfolio management reporting, monthly brokerage statements, and a comprehensive year-end analysis that is highly valued by our clients.

Learn more about the professionals of Wall Street Access Asset Management.

Colleen Kelleher Sorrentino, CFA

Michael A. Nicolais

Linda H. Sutkin