Focused on the markets, research, and our clients
For more than four decades, we have focused on serving clients by taking a holistic approach to addressing their financial needs and delivering customized solutions based on well-defined goals
Our Philosophy & Process
The Messinger Group offers private clients, their families and businesses a range of investment solutions designed to meet a wide spectrum of investment objectives including capital preservation, income and growth. Our flagship strategy, Equity Income, is managed to generate an attractive current return from dividends and interest while still having an opportunity for capital appreciation over time.
- Top-down long-term view on global economies and industries
- Fundamental bottom-up stock analysis
Get to know the Messinger Group
The Messinger Group’s portfolio managers discuss the team’s investment process and passion for working with clients and their families to help meet their current and future financial goals.
Highlights1
$6.0bn
Assets Under Management
9
Senior Investment Professionals
25+
Years Team Average Industry Experience
Meet the team
1 As of March 31, 2024
Additional Disclosures:
This material is intended as a broad overview of the portfolio managers' current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal.
Firm history includes the history of all firm subsidiaries, including predecessor entities. Investment professionals referenced include portfolio managers, research analysts/associates, traders, and product specialists and team dedicated economists/strategists.