4Sight Advisors LLC.
Premium Services: 4Sight 360
- With 4Sight 360 we strive to provide clients piece of mind by conducting a rigorous analysis of their entire financial landscape. Our concierge services include but are not limited to auditing external investment accounts, real estate holdings, bill pay, tax strategies and business consulting. We utilize our extensive network of accounting, legal, financial, and consultant specialist to deliver a comprehensive and objective report to ensure transparency.
Portfolio Management Services
- 4Sight Advisors offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. 4Sight Advisors creates an Investment Policy Statement for each client, which outlines the client's current situation (income,tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation.
Financial plans
- Investment planning
- Life insurance
- Tax concerns
- Retirement planning
- College planning
- Debt/Credit planning
Portfolio Service Breakdown
- Investment strategy
- Asset allocation
- Risk tolerance
- Personal investment policy
- Asset selection
- Regular portfolio monitoring
4Sight Advisors LLC believes everyone should have an opportunity to partake in the American dream, and the company donates approximately 5% of its advisory fees to financial literacy programs for underserved communities.
Who we are
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We're here to help
Financial Planning
4Sight 360
Portfolio Management Services
Get in touch
Joe A. Solan, MBA
Managing Partner
4Sight Advisors LLC
(646) 275-2318
joe.solan@4sightadv.com
Gamal A. Walker
Managing Partner
4Sight Advisors LLC
(347) 351-3056
gamal.walker@4sightadv.com