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.
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.
Compliance Disclosure
Old Slip Capital Management, Inc. (“OSCM”) is a US broker-dealer (Member FINRA/SIPC). OSCM is neither an attorney nor an accountant, and no portion of the website content should be interpreted or intended to constitute as legal, accounting, or tax advice or an opinion regarding the appropriateness of any investment presented. The content of this website is intended for general information purposes only and should not be acted upon without obtaining advice from a qualified professional concerning your own situation.
Old Slip Capital Management, Inc. and any of its representatives may only transact business in a particular state if registered in such state or if exempted or excluded from registration. Additionally, follow ups or individualized responses to persons in any state by Old Slip Capital Management, Inc. and any of its representatives that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state registration requirements or an applicable exemption or exclusion from registration.
The information contained on this website has been developed or obtained from sources that we believe are reliable, but its accuracy, completeness, and timeliness are not guaranteed. OSCM’s website is limited to the dissemination of general information pertaining to its advisory services. Accordingly, the publication of OSCM’s website on the Internet should not be construed by any consumer and/or prospective client as OSCM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by OSCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The presence of this website on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to any residents of any state other than where OSCM is legally empowered to provide such services. All information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Certain portions of OSCM’s website may contain a discussion of and/or provide access to OSCM (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a ranking substitute for, personalized advice from OSCM, or from any other investment professional.
Tombstones published to the website and other marketing materials are selected based on Old Slip Capital’s determination of relevance and significance of completed engagements that demonstrate our experience, confidentiality provisions, and client approval.
OSCM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to the OSCM website or incorporated herein, and takes no responsibility therefore. These sites are not sponsored or endorsed by, affiliated with, or the responsibility of OSCM. Unless expressly stated otherwise, the owners of these linked sites are not affiliated with OSCM and they do not sponsor or endorse the OSCM site or the views expressed by OSCM.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by OSCM), will be profitable or equal any historical performance level(s). Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.
For information pertaining to the registration status of OSCM, please (1) call the FINRA BrokerCheck toll-free hotline number at +1.800.289.9999; (2) visit the FINRA Website address: http://www.FINRA.org; and/or, (3) view that FINRA has an investor brochure available through its FINRA BrokerCheck online database at: http://www.finra.org/brokercheck.
For any further information, please feel free to contact us by calling: +1.646.290.7711, or by writing to: Old Slip Capital Management, Inc., 40 Wall Street, Floor 28, New York, NY 10005, or by email to: info@oldslipcap.com.
Other Party Disclosures
FINRA Customer Identification Program Notice Disclosures
Refer to the link below for important information you need to know about opening a new account:
http://www.finra.org/industry/customer-identification-program-notice