Van
Rensselaer Management LLC is a Registered Investment Advisory firm serving
Individuals, Trusts, Estates and Charitable Organizations. We offer
Independent Trustee Services, Investment Manager Review consultancy, and
Separately Managed Accounts domiciled elsewhere for long term appreciation.
The firm was founded in 2007.
Van Rensselaer house in 17th century
Independent Trustee
Services:
As an Independent
Trustee we work with the other two trustees, who are normally a representative
from the custodial bank and one of the family's trust attorneys. The
value we bring as an independent trustee is thirty-three years of direct
investment experience with no bias towards internal product offerings. We
work to insure that the goals and aspirations of GenOne, the creator of the
trusts, are realized as long as we are trustees, which could be decades.
As an Independent
Trustee, we strive to create a strong relationship with the beneficiaries,
whether they are charities or offspring. We listen to Gens 2&3 to
understand their visions about how their good fortune will enable them to
perpetuate the family's values. Our mission is to insure that there are
no surprises and to promote as much harmony as is possible given the delicacy
of inheritances.
About
the advisor & manager:
Schuyler Winter, CERTIFIED FINANCIAL
PLANNER, has over thirty years of investing experience. Mr. Winter
started his career at the Chase Manhattan Bank.He completed the Credit Training and Management Program and also earned
an MBA from NYU at night. After five years he joined Prudential
Securities as an Institutional Equity Salesman, where he spent sixteen years
covering some of the largest Hedge Funds and Mutual Funds in the world.
His first hand experience offered him a unique window to watch capital move
between investment themes and from one kind of investor to another. Prior
to establishing Van Rensselaer Management LLC, Mr. Winter was a Financial
Advisor with Merrill Lynch in their Fifth Avenue office.He currently serves on several charitable
boards and finance committees, including one as Treasurer of a 501 (c)(3)
which promotes veteran opportunities in therapeutic riding and cavalry
traditions.
Investment Style:
Van Rensselaer Management LLC is about
preservation of capital and growth. Adequate asset diversification,
appreciation of time horizons, income needs, and overall risk tolerance are
factors in determining an individual's or organization's investments and/or the
selection of their asset managers. The selection is based on fundamental
analysis, market sensitivity and technical perspective. Investment
objectives usually are to garner tax advantaged dividend income along with long
term asset appreciation, while at all times maintaining liquidity.Should income and estate tax laws change,
appropriate adjustments to the investments should be made.
For More Information:
If you would like to contact Van Rensselaer Management LLC about asset management services or financial planning advice, please email schuyler@vanrmgmt.com
