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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
January 01, 2006 at 02:00 AM
Chief Economist and
Investment Strategist
Advisors Capital Management L.L.C.
West 115 Century Road
Paramus, New Jersey 07652
201-986-1900
Year current firm began: 2004
Number of principals: 4
Number of clients: 100 individuals plus 40 advisors representing 300 clients
Assets under management: $150 million
Compensation: Fee-Only
Fee for managing assets: 1.5% to 2.25%; 80 basis points to advisors
Client minimums: $250,000 (with a few exceptions)
Education: BS in economics, M.I.T.; Ph.D. in economics, University of Pennsylvania
Previous incarnations: Taught at University of Maryland and Northwestern University; head of monetary analysis staff, Federal Reserve Bank of New York; debt market specialist, Morgan Stanley; equity market analysis, Shearson Lehman Brothers; chief economist and head of research, Manufacturers Hanover Securities Corp. (Chemical Bank and Chase Manhattan), ran a hedge fund.
Outside interests: Collecting fossils, playing tennis, enjoying music
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