Investment Advisory Services
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Partners Capital Services, Inc.
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Partners Capital Services, Inc. is a SEC-registered investment adviser with its principal place of business located in New York. Partners Capital Services, Inc. began conducting business in 2004.
Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment policy and create and manage a portfolio based on that policy. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background.
We manage these advisory accounts on a non-discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations.
Our annual fees for Investment Supervisory Services are based upon a percentage of assets under management, services provided and whether the portfolio is managed by a third party.
Partners Capital Services, Inc. requires a non-negotiable minimum account size of $25,000.00 for the Individual Portfolio management (managed by Partners Capital Services, Inc/Agents). and a non-negotiable minimum account size of $100,000.00 for the Portfolio Management Service (Third Party/Selection of Advisor and monitor). We may group certain related client accounts for the purposes of achieving the minimum account size and determining the annualized fee.
Partners Capital Services, Inc. utilizes the Wealth Management Platform offered through our clearing firm RBC Clearing and Custody (RBC C&C). RBC has participating Money Managers for various strategies like Large Cap Growth, Small Cap Value, Global and International Equities as well as Fixed Income portfolios along with a vast arrange of networking eligible fund families.