Van Rensselaer Management LLC is a Connecticut Registered Investment Advisory firm serving Individuals, Trusts, Estates and Charitable Organizations. We offer Independent Trustee and Family Office Services, Investment Manager Review consultancy, and Separately Managed Accounts favoring high quality blue chip equities with long histories of continuous dividend payment and frequent dividend increases. Such managed accounts can be domiciled at Fidelity or elsewhere. Van Rensselaer Management LLCwas founded in August of 2007. The company's ADV Parts I & II are filed with FINRA.
Van Rensselaer house in 17th century
Independent Trustee & Family Office Services:
As an Independent Trustee we work with your 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-five years of direct investment experience with no bias towards internal product offerings. We work to insure that the goals and aspirations of Gen1, the creator of the trusts, are realized as long as we are trustee.
As an Independent Trustee, we strive to create a strong relationship with the beneficiaries, whether they are charities or offspring. We listen to the aspirations and needs of Gen2 & Gen3 to understand their visions of how they will perpetuate the family values thanks to their good fortune. Van Rensselaer Management's mission is to promote as much harmony as is possible given the delicacy of inheritances.
The needs of one family usually vary significantly from the needs of other families. Cookie cutter approaches do not satisfy the customers' need of a very hands-on professional. Simple services such a bill paying and concierge help are easy to outsource. What is difficult to find is the discrete advice provided by someone who has common sense and listening skills combined with a deep understanding of financial markets and multi-generational asset planning techniques. A professional can work with only a few families, so a good fit is important for both parties.
About the advisor & manager:
Schuyler Winter is a CERTIFIED FINANCIAL PLANNER and asset manager with over thirty-five years of institutional investing experience. He has passed his Series 3, 7, 24, 63 & 66 security exams as well as the Life & Health Insurance exams. Mr. Winter started his career in 1978 at the Chase Manhattan Bank in the Credit Training and Management Program. During those years, he earned an MBA from NYU at night. In 1984, he joined Prudential Securities as an Institutional Equity Salesman and spent sixteen years there covering Institutional accounts. During the Bull Market of the late 1990's, Mr. Winter managed the relationships of several well-known Global Hedge Funds and Mutual Funds. His experience with these investors enabled him to see how capital moves between investment themes and different kinds of investors. Prior to establishing Van Rensselaer Management LLC in 2007, Mr. Winter was an Advisor in Merrill Lynch's High Net Worth Group on Fifth Avenue. He currently serves on several charitable boards and finance committees.
Van Rensselaer Management LLC seeks 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. The process 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 are made. Equity portfolios generally consist of thirty-three 3% positions, favoring high quality blue chip stocks with long histories of continuous dividend payment and frequent dividend increases. MLP's, REIT's and Royalty Trusts are also used to improve the portfolio's average yield.
For More Information:
If you would like to contact Van Rensselaer Management LLC about Independent Trustee & Family Office Services, Asset Management Services or other Financial Planning Advice, please call 203-984-0659 or email email@example.com
If you want to read our brochure, aka ADV Form Part II, it is available at www.adviserinfo.sec.gov or we would be delighted to mail you a copy.