Firm Detail

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.

 

Since we are not affiliated with any other organization, working with us is very straightforward. We do not overwhelm our clients by layers of organizational structure; they are assigned a team of individuals who are familiar with one another and operate as a cohesive unit for the benefit of the client.

 

Old Slip Capital Partners, LLC and its predecessor companies have experienced steady growth since inception with our clients including both private and public entities, corporations, non-profit institutions, endowments & foundations, governments and municipalities, Taft-Hartley plans, board designated groups, and family groups.

 

Old Slip Capital feels very strongly that our values clearly drive the quality and service a financial professional receives and in turn delivers to their clients.

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Our advice driven family office strives to preserve your family’s legacy
Protecting your business property, employees, and corporate liability
A personalized approach to executing a wealth management plan
Preserve cashflow for other uses by borrowing for Insurance requirements
A complete range of insurance and risk management services
Cost effective employee benefit services
Alternative investments are useful investment strategies for investors looking to diversify their portfolios from traditional funds.
Advisory based financial transactions on behalf of individuals, corporations, and governments
Holistic wealth management services driven by superior investment research
Our firm combines a disciplined investment management process with sustainable investing principals
Sophisticated Investment Advisory to corporate pension plans and ultra-high
net worth individuals
Building quality investment menus for plan sponsors while offering the protections of a sound ERISA fiduciary contract
Protecting your Home, Auto and general liability
Family Governance and Education is integral in achieving the necessary outcomes