Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Michael Betancourt is a financial advisor with Summit Trail Advisors, LLC. Adam is a Chartered Financial Analyst. Adam has been in the industry since 2014 and has experience working at Bank of America and Fortress Investment Group. Adam specializes in providing financial planning, investment management, and outsourced chief investment officer services. Adam is registered as an investment advisor representative in New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Outsourced chief investment officer services / family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
08/18/2021 - Present
Summit Trail Advisors, LLC (NEW YORK NY)
Active
Inactive
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