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.
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.