Based in New York City and founded in 1983, Treasury Partners delivers a broad range of cash and wealth management services to high net worth and ultra-high net worth private and corporate investors, including foundations, endowments, corporations, family offices, and individuals.
We guide clients through changing economic landscapes and market cycles with sound financial services and investing strategies and operate on a fully transparent, open architecture platform.Our team of 27 professionals is committed to helping you navigate the increasingly complex world of investing.
We guide clients through changing economic landscapes and market cycles with sound financial services and investing strategies and operate on a fully transparent, open architecture platform.Our team of 27 professionals is committed to helping you navigate the increasingly complex world of investing.
Services
Clients have direct access to my partners and to me (as Chief Investment Officer). Just as importantly, I am deeply involved in every investment decision we make on behalf of our clients. By holding ourselves to the fiduciary standard, we commit to always acting in our clients' best interest. Our advice is objective and unconflicted.
Portfolios are customized based on your unique investment policy, liquidity needs and return objectives. Recognizing that your Treasury and Finance team is very lean (1 person), we'll guide you through the process of establishing proper controls and safely investing the cash so it's available when you need it.
For over 37 years we've guided high-net-worth individuals, families, trusts, foundations and endowments throughout changing economic landscapes and market cycles. We start with a conversation. You and two of our Partners will establish your financial goals, appetite for risk and other personal, business and family considerations.
In our capacity as retirement plan advisors our focus is on reducing plan risks to the company and its plan fiduciaries, seeking plan cost reduction and successful retirement outcomes for participants. At Treasury Partners, we realize the importance of social implications when it comes to investing.
Richard Saperstein heads a team of 27 professionals who deliver a broad array of cash and wealth management services to corporate and private clients. Mr. Saperstein has been on Wall Street for nearly forty years, and is widely acknowledged for his investment acumen. He began his career in 1982 and joined Oppenheimer & Co. in 1987.
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