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The team’s customized, client-centric approach toward investment solutions has helped thousands of clients navigate various market cycles as well as solve for their unique income, tax efficiency and diversification needs.
Watch an Introduction of Team KaminskyListen to Team Kaminsky's Latest CommentaryDownload Brochure
Portfolio Managers (left to right): Richard Werman, Gerald Kaminsky, Michael Kaminsky, Mindy Schwartzapfel, David Mizrachi and James Gartland
July 15, 2015
James "JJ" Gartland, Portfolio Manager, Team Kaminsky, shares the team’s midyear update and outlook for the remainder of 2015.
July 7, 2014
James "JJ" Gartland, Portfolio Manager, Team Kaminsky, discusses the impact of major advances in the energy sector on the U.S. economy.
Clients are the focus of Team Kaminsky’s business. Over generations, they have been entrusted with the management of individual and family wealth through market cycles and across economic regimes. They engage deeply and thoughtfully in every relationship, taking the time to fully understand the needs of each client.
This material is intended as a broad overview of the portfolio manager’s 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. Indexes are unmanaged and are not available for direct investment. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.