A nine decade legacy
Ingalls & Snyder's Distinctive Approach
Our Investment Advisors are skilled portfolio managers
Your relationship at Ingalls & Snyder is with an investment professional who handles research, security selection and portfolio construction directly for you. Our clients appreciate being able to consult immediately with a portfolio expert, rather than with an intermediary.
Each client’s portfolio is customized
To us, each client is unique in his or her financial situation and investment needs, while the financial markets are diverse and constantly changing. We believe good portfolio management involves continuously considering the many investment opportunities globally available and aligning each client’s assets with a set of securities appropriate to them. Our Investment Advisors do not work off of an “approved” or “buy” list of securities.
Our Fees are aligned with the interests of our clients
Most of our discretionary client accounts are managed for a competitive asset-based fee. So our income primarily grows based on the growth in our clients’ assets, particularly if those assets appreciate under our direction. We shun selling packaged investment products on commission. Another part of our business involves managing hedge funds, where our incentives are also aligned - we earn our income primarily from the asset value and investment performance of the funds, not from sales charges.
We are small enough to be personal, yet big enough to be efficient and stable
Ingalls & Snyder has many of the attributes of a small firm - direct, personal relationships with our clients and a high level of personal service. At the same time, we have the infrastructure to operate at an efficient scale and with market presence. And we offer clients most of the specialized brokerage services of much larger firms.
we are well CAPITALized
Ingalls & Snyder maintains a high level of capital for a firm of its size, multiples of the minimum regulatory standards for our business. We do so out of our conservatism, our familiarity with the periodic and occasionally severe downturns in the investment environment, and our desire to ensure the continuity of the firm for many more generations.
We are owned by our Principals
At Ingalls & Snyder, we have no outside shareholders. Our own money is at work in our business every day. We consider it a privilege to serve clients as owners of this Wall Street institution.