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MSIX Capital Partners

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area North Jersey
CRD Number
Website msixcapitalpartners.com
Client types

Overview

MSIX Capital Partners is a New Jersey-based advisory firm that serves individuals, families, family offices and institutions with custom investment portfolios and holistic wealth planning. The firm emphasizes analytical portfolio design using modern analytics, cost-efficient investing, and direct placement with outside asset managers. Services include family financial management, investment strategy, estate and tax planning, and unique client support such as financial-trauma guidance. MSIX provides brokerage services through LPL Financial and advisory services through Private Advisor Group, blending institutional capabilities with personalized service. The approach is transparent, client-centric and focused on long-term cash-flow generation and risk-adjusted returns.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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