Independent wealth management · Tribeca, New York

Managing family wealth, across generations.

Independent, fee-only portfolio management for families, built around the estate plan and the next generation.

Arrange a conversation How we help

What we do

Three parts of one plan.

We keep your investments, estate plan and heirs working together.

Asset allocation

Diversified portfolios built around your goals, taxes and time horizon, with a written Investment Policy Statement.

ii.

Estate-aware investing

Trust accounts, gifting and estate liquidity managed in step with your plan, alongside your attorney and accountant.

iii.

The next generation

Preparing children and grandchildren to take on the family's wealth before they inherit it.

How we work

Small by design.

A limited number of families, each with direct access to the person managing their money.

Independent

No ties to any bank or fund company, and no products to sell.

Fee-only

Paid only by clients, never by commissions.

Disciplined

Diversify, keep costs low, manage risk.

Personal

You work directly with the firm's principal.

About

Daniel Simmonds, CFA

Founder and Principal

Dan has worked in the financial markets for about twenty years, with particular depth in portfolio construction, derivatives and risk management. He is a CFA charterholder, holds an MBA from NYU, and lives in Tribeca with his family.

CFA®Charterholder

MBANew York University

~20 yearsin the markets

Contact

Start with a conversation.

There's no cost or obligation for an introductory meeting.

Office

156 Franklin Street, #3
New York, NY 10013

Reach us

(914) 282-8804
dan.simmonds@beechnutcap.com