Who You Are

  • Person Icon

    An existing
    Ayco client

    Financial Counseling
    or Family Office

  • Person Icon

    New to Ayco
    entirely

    Welcome, we're
    excited to meet you

We are one of the nation's leading providers of comprehensive financial management for institutions, not-for-profits, high-net-worth individuals and their families.

We assist clients throughout their financial life — building, sustaining and gifting wealth.

Why We're Different

  • Firm built on a holistic, comprehensive financial planning foundation that permeates our thinking into our clients' investment decisions.

  • We have created a unique suite of resources that drive our investment strategy and assist with implementation.

  • With the addition of our Goldman Sachs relationship, it's a winning combination.

In short, we make complex simple.

We offer

Choice | self-directed or managed

Flexibility | tailored platforms and solutions

Access | world-class Goldman Sachs intellect

Accommodating Your Choice

  • Ayco Managed Portfolio
  • Goldman Sachs Managed Portfolio
  • Self-Directed Portfolio
  • Third-Party Managed Portfolio

Our Solutions

  • Managed portfolios
  • Specific portfolio implementation
  • Insurance
  • Brokerage services
  • Single-stock risk management
  • Trust and charitable services
  • Annuities
  • Alternative investment
  • Private banking and lending
  • Structured solutions

backed by the rigor of Ayco and Goldman Sachs investment strategy professionals.

Managing Risk

Life Insurance

Mortality diversification, estate liquidity and/or income protection

Long-Term Care

Contingency planning for you or a family member's needs

Annuities

Protected income planning and implementation

We assist clients throughout their financial life —
building, sustaining and gifting wealth.