Boston-Based Independent Financial Advisory Firm Will Offer Options Overlay, a Risk and Asset Protection Strategy for Clients with Complex Needs
NEW YORK, NY — January 6, 2017 — Dynasty Financial Partners is pleased to announce that newly-formed Claybrook Capital has joined the Dynasty Network of Advisory firms. Based in Boston, MA, Claybrook Capital was launched by Jerry Nigro. Mr. Nigro joins Claybrook Capital from Robertson Stephens where he was a Managing Director and Investment Advisor since 2015. Also joining from Robertson Stephens is Virginia Madden, Managing Director at Claybrook Capital.
Claybrook Capital is an independent, employee-owned firm built on a set of client-centric core beliefs by which they operate daily. Their independent wealth management model serves the specific needs and interests of wealthy individuals, families, and foundations.
“As a team with deep experience working with high net worth families, we are pleased to launch Claybrook Capital,” said Mr. Nigro. “We are looking forward to working with our clients with the goal of maximizing their after-tax returns with an acceptable level of risk – with minimal conflicts. Working with Dynasty Financial Partners, we are positioning our new wealth management firm for future expansion.”
Claybrook Capital’s goal is to maximize client’s after-tax returns with an acceptable level of risk. Their investment recommendations are oriented toward the long term with an eye on what is happening within the business cycle today. The firm’s strategies are founded in quantitative and qualitative analysis, monitored continuously across market cycles. The firm offers broad diversification for their client portfolios by analyzing various asset classes, capital markets, countries, regions, sectors, styles, and holding periods. They take advantage of market volatility to enhance income as well as to hedge downside risk. Claybrook Capital seeks to provide their clients with a core minimum income while designing sophisticated portfolios tailored to each client’s needs and risk tolerance. The firm also specializes in providing sophisticated Options Overlay strategies.
Mr. Nigro has been working with high net worth families for more than two decades. Prior to Robertson Stephens, Mr. Nigro spent seven years at UBS where he was a Senior Vice President and Senior Portfolio Manager. Previously, he worked at The Goldman Sachs Group, Inc. for eight years.
Claybrook Capital has formed strategic partnerships with some of the leading providers including Fidelity Custody and Clearing Solutions. Dynasty Financial Partners will provide robust analytics and operational support that will allow the firm to continue delivering objective and personalized service at a high level. Claybrook Capital has selected Callan Associates for institutional research.
“Jerry and his team have extraordinary experience in working with wealthy clients and their families on developing long-range financial planning and risk management strategies,” said Shirl Penney, Dynasty’s CEO. “We are proud to welcome Claybrook Capital as a Dynasty Network Advisory Firm and we look forward to partnering with them to serve their clients and to position their firm for future growth.”
Claybrook Capital will engage with Dynasty on building out their practice management including marketing and branding, and in streamlining their operations, investments and technology.
For more information, please visit www.claybrookcapital.com
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and seek to grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.
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