New York – March 19, 2020- Capital Counsel was honored as this year’s “Best Asset Management Firm Serving Family Offices and Private Banks” at the 2020 Family Wealth Report Awards on March 18th, 2020.
This award recognizes the quality of the asset management services we provide to our clients who include family offices and private banking clients. Our tailored service offering enables our firm to respond to our client needs while providing exceptional results. “We are pleased that Capital Counsel, founded 20 years ago, continues to provide a truly exceptional experience to all our clients. We look forward to building on this success in the years ahead,” said the firm’s president, Terence Greene.
Capital Counsel, a boutique asset management firm based in New York City, was established in 1999 by F Randall Smith, Terence Greene, James Magid, and Lauren Blum. We help clients achieve their financial goals by investing wisely in profitable publicly traded companies whose managers we know are capable and experienced. Since its inception, Capital Counsel has cumulatively outperformed the S&P 500 Index, with reduced risk. The firm offers investment management services to high net worth individuals, family offices, foundations, and endowments.
Now in its seventh year, the Family Wealth Report Awards recognize industry leaders in private banking and wealth management that have demonstrated innovation and excellence during the prior year. Winners are selected by a panel of judges comprised of experts in the field. The Family Wealth Report’s readership includes over 10,000 professionals in the North American Family Office marketplace.
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