Who You Are
or Family Office
New to Ayco
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.
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
- Managed portfolios
- Specific portfolio implementation
- Brokerage services
- Single-stock risk management
- Trust and charitable services
- Alternative investment
- Private banking and lending
- Structured solutions
— backed by the rigor of Ayco and Goldman Sachs investment strategy professionals.
- Life Insurance
Mortality diversification, estate liquidity and/or income protection
- Long-Term Care
Contingency planning for you or a family member's needs
Protected income planning and implementation
We assist clients throughout their financial life —
building, sustaining and gifting wealth.