BOUTIQUE SERVICE | GLOBAL FINANCIAL SCALE
AKD's Dual Advantage
GLOBAL INSIGHTS | BOUTIQUE TOUCH
Services we offer
AKD’s essence lies in our enduring commitment to fulfilling the unique needs and goals of our clients, a testament to our long-standing history of specialized and attentive service. Our combined expertise stems from our knowledge, understanding, and decades of work with various groups of wealthy clients. These clients include individuals who have built and are running businesses, senior C-suite corporate executives, heads of families, and both men and women of wealth who are interested in growth, income generation, preserving their wealth for the next generation, and philanthropy. We don’t just manage wealth; we nurture legacies, foster growth, and help craft the future for you and your loved ones.
Family Wealth
Delving deep into the rich tapestry of your family's legacy is paramount. We appreciate the wisdom and values passed down through generations and strive to understand the legacy you aspire to leave behind.
Business Owners
Every business owner brings their own perspective on their personal and business financial pictures. By gaining a deep insight into their goals enables us to offer more holistic advice and help clients navigate their financial journeys.
Corporate Stock Plans
Since 2001, CEO Robert Karp and Managing Director Vincent DeSimone have leveraged their C-suite experience to offer top-notch resources and support to serve 100+ small to mid-cap public companies, executing thousands of trading plans our compact team provides a premium, institutionally priced service. We deliver value, whether your company outsources stock plan administration or manages it internally. We excellently meet Corporate Executives' personalized planning and wealth management needs with our unique expertise.
Corporate Retriement Plans
Offering retirement plan services is a multifaceted role that necessitates a comprehensive understanding of financial markets, regulatory compliance, and personal retirement needs. As a fiduciary, it's important to present a variety of investment options that match the risk tolerance and aims of the plan participants. A successful retirement plan service provider is a reliable partner in assisting individuals and organizations in reaching their retirement objectives.
Philanthropic Services
As you strive to preserve and expand your wealth, we can assist you in transforming your strategic philanthropic and charitable vision into reality.
Social Impact Investing
In our current climate, many individuals and corporations are mindful of their environmental and social priorities – as well as the priorities of businesses with whom they partner..
Corporate Stock Plans
As one of the leading providers of stock-based executive services at Wells Fargo, our focus is on delivering a range of wealth and planning services exclusively tailored to the needs of corporate executives.
Business Owners
Every business owner brings their own perspective on their personal and business financial pictures. By gaining a deep insight into their goals enables us to offer more holistic advice and help clients navigate their financial journeys.
Philanthropic Services
As you strive to preserve and expand your wealth, we can assist you in transforming your strategic philanthropic and charitable vision into reality.
Social Impact Investing
In our current climate, many individuals and corporations are mindful of their environmental and social priorities – as well as the priorities of businesses with whom they partner..
Family Wealth
Delving deep into the rich tapestry of your family's legacy is paramount. We appreciate the wisdom and values passed down through generations and strive to understand the legacy you aspire to leave behind.
GLOBAL INSIGHTS | BOUTIQUE TOUCH
Services we offer
Once we have a clear understanding of your goals and values, we help you manage your wealth utilizing the appropriate solutions from a wide range of services:
Corporate Stock Plans
As one of the leading providers of stock-based executive services at Wells Fargo, our focus is on delivering a range of wealth and planning services exclusively tailored to the needs of corporate executives.
Business Owners
Every business owner brings their own perspective on their personal and business financial pictures. By gaining a deep insight into their goals enables us to offer more holistic advice and help clients navigate their financial journeys.
Philanthropic Services
As you strive to preserve and expand your wealth, we can assist you in transforming your strategic philanthropic and charitable vision into reality.
Social Impact Investing
In our current climate, many individuals and corporations are mindful of their environmental and social priorities – as well as the priorities of businesses with whom they partner..
Family Wealth
Delving deep into the rich tapestry of your family's legacy is paramount. We appreciate the wisdom and values passed down through generations and strive to understand the legacy you aspire to leave behind.
Did You Know?
‘Women control a third of total U.S. household financial assets—more than $10 trillion. By 2030, women in the U.S. are projected to control much of the $30 trillion in financial assets that baby boomers will posses.’
LISTENING DRIVEN | INVESTMENT CONFIDENCE
Values Driven Wealth Planning
Stewardship
We are client stewards, applying our diverse experience, skills and technology as we create the path to our clients’ best financial futures; with intelligence, clarity and simplicity.
Over 100 Years
Relentless
As a New York-based team we work to solve clients’ financial puzzles with integrity, tenacity and creativity. Our practice is built on a heritage of transparency and unwavering client dedication.
Over $1BN under Management
As of 12/31/2023
Community Spirit
We are caring, generous and advocates for the community we inhabit. Besides our own acts of giving back to society, we are trusted by clients to advise on their philanthropic strategies and impact.
9 Organizations
Supported in New York City
TRADITIONALLY ACCOMPLISHED | FRESHLY AWARDED
Most Recent Award
Stephanie Ackler named to Forbes 2024 list of Best-In-State Wealth Advisors.
2024 Forbest Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
