Our Clients
We work with senior executives and multi-generational families to simplify the complexities that significant wealth can create. Throughout our relationship, we seek to unify goals, remedy gaps, and heighten efficiencies.
We offer the following capabilities:
- Comprehensive financial planning
- Investment advisory
- Concentrated and restricted stock strategies
- Risk management
- Multi-generational wealth transfer
- Philanthropy
- Insurance consulting
We understand the intersections between your personal and professional finances. We’re skilled in helping you advance both your business interests and your family priorities.
We offer the following capabilities:
- Portfolio diversification
- Cash flow management
- Liability coverage
- Key-person insurance
- Succession planning
- Recapitalization
- Risk management
- Closely-held business planning
We work with a number of businesses to design and administer their retirement plans. We understand the critical importance of sound strategy and efficient operations to employers and employees alike. Our depth in this area can help employers attract and retain top talent, promoting the objectives of their business and the long-term well-being of their employees.
We offer the following capabilities:
- 401(k) administration
- Plan design and objectives—owner- and employee-driven
- Employee education and retirement readiness
- Investment menu selection and monitoring
- ERISA & Fiduciary trustee support
We know your needs are unique. We’ve served many foundations, endowments, and retirement plans, so we understand your challenges. We’re keenly interested in helping you advance your mission, providing you with the stable financial footing to give flight to your purpose, now and for years to come.
We offer the following capabilities:
- In-depth discovery, Investment Policy Statements, and plan documents
- Spending analysis and budgeting
- In-house and third-party investment manager research
- Asset allocation
- Quarterly reporting/rebalancing
- Board, committee and staff education
- Fundraising
- Fiduciary responsibilities
Client Experience
The client experience at Cable Hill Partners is guided by a simple philosophy: satisfy the three C’s for you. Here’s what that entails:
Clarity
We are driven to help you see your finances with absolute clarity. You need objective advice and access to the world’s leading financial products and solutions. With advice at a higher level, you are able to rise above the financial noise and view the road ahead with clarity and certainty.
Course
Although initial success came to each of our clients in unique ways, sustained success arose from a detailed plan for the future. The same principle applies to preserving and enhancing your wealth. We provide you with a course of action—a comprehensive wealth management plan that addresses virtually every aspect of your financial life. From uncovering today’s opportunities to helping you achieve your vision for tomorrow, we not only set a course for you to follow, but we are also with you every step of the way.
Confidence
Our goal is for you to feel rightly confident about your financial life so that you can pursue your goals and dreams with relentless energy and optimism. We believe we provide the highest quality wealth management planning and execution, freeing you to focus on the passions and pursuits that you deem most important.