INVESTMENT BANKING ADVISORY

PRIVATE WEALTH MANAGEMENT

FAMILY OFFICE

FAMILY GOVERNANCE & EDUCATION

Industry leading Fiduciary Governance, Investment Research and ERISA Consultancy - Upholding a New Fiduciary Standard

Old Slip Capital Management is committed to partnering with organizations in an advisory capacity. Our teams in-depth and experience allows them to provide comprehensive consultation of both the industry and the markets. Our team is able to help organizations strategize and navigate goals on an individual company basis. Whether one is seeking transactions such as acquisitions, divestitures, and mergers, private or public transactions and management-led buyouts, we have the resources, experience, and capabilities to work closely with clients to achieve the desired results.

Your wealth brings unique financial management challenges. Experience how our personalized approach to meeting your financial needs, coordinated with your overall wealth management plan, can leave you free to focus on life's most important endeavors.

With considerable wealth comes the challenge of integrating all of the services and experience needed to sustain it. Let our advice-driven family office management help preserve your family's current lifestyle and continue your legacy. An integrated approach for complex needs. Designed for families with complicated wealth management concerns that cross multiple disciplines and generations, our family office services integrate your financial and life management needs.

BENEFITS AND INSURANCE GROUP

EMPLOYEE BENEFIT MANAGEMENT SERVICES

Old Slip Benefits and Insurance Group provides a complete range of insurance and risk management consultation, products and services to individuals and institutions.

A comprehensive wealth education and communication program can guide your family along the path to preserving your wealth and values. Discover why family governance is an integral part of our wealth planning services, and how it can help your family operate more efficiently and harmoniously.

At Old Slip Benefits and Insurance Services, we provide corporations and non-profits with cost-effective executive and employee benefit management services and plans. Our experienced benefits advisors craft custom-designed employee benefit plans that help our clients recruit, retain and reward key employees.

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WHAT WE DO

WHO WE ARE

CAREERS

Careers

Enhance your career at Old Slip Capital Partners

Our firm harnesses the entrepreneurial drive of our people, and we strive to employ among the best in the industry. We offer an opportunity for developing one’s career while working with individuals trained in a variety of disciplines in a collegial and dynamic environment.

Available Positions:

EXPERIENCED FINANCIAL ADVISOR

New York, NY; West Palm Beach, FL; Miami, FL; Houston, TX; Chicago, IL; Los Angeles, CA; Philadelphia, PA

RETIREMENT PLAN CONSULTANT/ADVISOR

New York, NY; West Palm Beach, FL; Miami, FL; Houston, TX; Chicago, IL; Los Angeles, CA; Philadelphia, PA

GROUP BENEFITS CONSULTANT

New York, NY; West Palm Beach, FL; Miami, FL; Houston, TX; Chicago, IL; Los Angeles, CA; Philadelphia, PA

INSURANCE CONSULTANT (INDIVIDUAL AND CORPORATE)

New York, NY; West Palm Beach, FL; Miami, FL; Houston, TX; Chicago, IL; Los Angeles, CA; Philadelphia, PA

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REGISTERED INVESTMENT ADVISORS

BENEFITS AND INSURANCE SERVICES

CAPITAL MANAGEMENT

INVESTMENT BANKING ADVISORY

BENEFITS AND INSURANCE GROUP

PRIVATE WEALTH MANAGEMENT

EMPLOYEE BENEFIT MANAGEMENT SERVICES

• FAMILY OFFICE

• FAMILY GOVERNANCE & EDUCATION

CORPORATE RETIREMENT PLANS

ULTRA HIGH NET WORTH

ALTERNATIVE INVESTMENTS

PREMIUM FINANCING FOR LIFE INSURANCE

Industry leading Fiduciary Governance, Investment Research and ERISA Consultancy - Upholding a New Fiduciary Standard

Your wealth brings unique financial management challenges. Experience how our personalized approach to meeting your financial needs, coordinated with your overall wealth management plan, can leave you free to focus on life's most important endeavors.

Old Slip Benefits and Insurance Group provides a complete range of insurance and risk management consultation, products and services to individuals and institutions.

A comprehensive wealth education and communication program can guide your family along the path to preserving your wealth and values. Discover why family governance is an integral part of our wealth planning services, and how it can help your family operate more efficiently and harmoniously.

Careers

Sophisticated Investment Advisory to corporate pension plans and ultra-high

net worth individuals

Advisory based financial transactions on behalf of individuals, corporations, and governments

A personalized approach to executing a wealth management plan

Our advice driven family office strives to preserve your family’s legacy

A complete range of insurance and risk management services

Family Governance and Education is integral in achieving the necessary outcomes

Custom designed employee benefit plans that drive success

Building quality investment menus for plan sponsors while offering the protections of a sound ERISA fiduciary contract

Holistic wealth management services driven by superior investment research

Our firm combines a disciplined investment management process with sustainable investing principals

Cost effective employee benefit services

Alternative investments are useful investment strategies for investors looking to diversify their portfolios from traditional funds.

Preserve cashflow for other uses by borrowing for Insurance requirements