Steven Ira Kolinsky

Directeur Général chez

Kolinsky Wealth Management LLC

Consumer Services

Finance

Profil

Mr. Steven I.
Kolinsky is a Managing Member at Kolinsky Wealth Management LLC.
Since 1982, Mr. Steven Kolinsky has provided thousands of clients with sound advice, investment guidance and counsel.
Throughout his 35 years, he has worked with a diverse group of high net worth individuals, families, and business owners providing them with a variety of financial services and insurance solutions.
He received his undergraduate degree from Pace University.

Postes actifs de Steven Ira Kolinsky

Sociétés	Poste	Début
Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC Investment ManagersFinance KWM invests each client’s portfolio according to their investment objectives, which are ascertained through the financial planning process or with a risk assessment questionnaire and client dialogue. The firm’s primary approach is to use both strategic and tactical allocation strategies aimed at reducing risk and increasing performance. KWM’s family of Portfolios consists of nine investment models targeting the full range of investor risk profiles. The current models include fixed income, capital preservation, conservative, income growth, conservative growth, moderate, moderate growth, growth, and aggressive growth.	Directeur Général	01/01/1982

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Entreprise privées	2
Pace University Pace University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC Investment ManagersFinance KWM invests each client’s portfolio according to their investment objectives, which are ascertained through the financial planning process or with a risk assessment questionnaire and client dialogue. The firm’s primary approach is to use both strategic and tactical allocation strategies aimed at reducing risk and increasing performance. KWM’s family of Portfolios consists of nine investment models targeting the full range of investor risk profiles. The current models include fixed income, capital preservation, conservative, income growth, conservative growth, moderate, moderate growth, growth, and aggressive growth.	Finance

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