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The views provided on this web site are intended to provide the investor with an introduction to Old Ivy Asset Management, LLC (“Old Ivy”). Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security, or as an offer to provide advisory services by Old Ivy in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax or other advice, nor should be relied upon in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. A copy of Old Ivy’s current written disclosure statement discussing Old Ivy’s business operations, services, and fees is available from Old Ivy upon request or by visiting www.AdviserInfo.sec.gov.

1. If investments are liquidated to generate funds for withdrawal, a capital gain or loss may result.

What We Do

Old Ivy Asset Management assists a variety of clients with their investment management needs: whether they be a high net-worth, individual, or personal retirement account; or a charitable entity such as a foundation, trust, or estate.   After an initial consultation, clients deposit funds into a custodian account (e.g., at a brokerage company like Charles Schwab & Co.) and then grant transaction authority for that account to us.   Portfolios are then curated with high-quality, listed investments (stocks, bonds, mutual funds) in accordance with each client's risk profile and investment objectives.  No "model" portfolios are used.  We never take custody of client assets; we merely direct the client's custodian to buy or sell the securities that we select.  Client assets are actively monitored and regularly evaluated for portfolio risks and are managed with sensitivity to taxes.

Your funds will be invested through a separately managed account that offers complete transparency.  You can login to your custodian’s website or to the secure, private portal provided by us as often as you like to review your portfolios, reports and other correspondence.  There is no lock-up period and no margin debt is used, so you can readily access funds if a liquidity need arises. {1}

You will receive a quarterly letter in which we’ll review the markets and your account(s).  We’ll review significant developments during the quarter and provide our current outlook.

You will have unlimited access to your account manager to answer questions or assist with any other needs such as money movement, asset transfers, required minimum distributions (RMDs), coordinating with other professionals, etc.

As a fiduciary, we are bound to always act in clients' best interests.  Unlike brokers who are paid commissions for generating transactions in securities, and who may be incentivized to churn client accounts, Old Ivy charges only a set fee and never collects commissions for conducting trades in client accounts nor from selling proprietary/captive products.  

Our focus is on our clients first and on constantly doing our best to find high-quality, conflict-free investment opportunities while providing exceptional service and accessibility.  We partner with our clients for the long-term and always attend to their needs first.  We will work with clients' various auditors, accountants, lawyers, and other professional service providers to ensure their financial needs are attended to promptly, competently and completely.