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A century of delivering personal advice and service.
When Roscoe C. Ingalls and John T. Snyder founded Ingalls & Snyder in 1924, they established a pioneering firm dedicated to the pursuit of investment excellence. Since that time, countless investment firms have come and gone, while Ingalls & Snyder has remained independent and thrived. Why? We believe our clients appreciate the unique, personal approach we take to providing investment advice and service - many relationships have lasted for multiple generations. Moreover, the prudent approach we take to managing assets and risk – both clients’ and our own – delivers strength and stability.
Our HistoryValued Advice from Trusted Partners.
Custom investment management services remain at the core of what we provide to clients. Yet our relationships go far beyond portfolio management. We serve as financial counselors, offering comprehensive wealth, planning and family office solutions to address the full spectrum of clients’ financial needs.
Custom Portfolio Management
Active portfolio management, research and analysis tailored to each client’s financial needs and goals.
Wealth Advisory and Planning
Comprehensive planning addressing a complete picture of clients’ wealth today, leading to a roadmap for tomorrow.
Family Office
Distinct services designed for the unique challenges of significant wealth.
Our People are Our Success
View Our PeopleAt Ingalls & Snyder we pride ourselves on having carefully built a firm comprised of professionals marked by uncommon ability, integrity and dedication. Together we are focused on delivering our clients exceptional advice and service. As a further testament to the team’s dedication and capabilities, our professionals display respected credentials, are deeply tenured, and actively engage in their communities through involvement in educational, arts, religious, and other service organizations.
Asset management services for institutional portfolios.
Beyond customized asset management, our variety of institutional portfolio solutions addresses the unique asset management needs of organizations, foundations, corporate retirement plans, and collective amounts of capital.
Learn MoreStrategic outlooks, insights, and news keeping you informed.
Explore our latest perspectives with insights and updates from our professionals, along with news and headlines featuring Ingalls & Snyder.
Potential Estate Tax Law Changes
September 2024: For many individuals with large estates, the upcoming sunset of the current estate and gift tax laws could become a source of concern. The Bridgehampton team reviews potential planning strategies to consider.
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