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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 Investment ProcessDownload Brochure
Portfolio Managers (left to right): Richard Werman, Gerald Kaminsky, Michael Kaminsky, Mindy Schwartzapfel, David Mizrachi and James Gartland
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.
February 25, 2013
Gerry Kaminsky discuss the team's heritage and investment mission and his insights regarding the importance of customized solutions.
Michael Kaminsky and "JJ" Gartland, explain the team's investment process and their views on the importance of conducting primary, first-person research and its value in driving the group's three main investment strategies.
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.
For technical assistance, general questions or feedback, contact our support team.
Certain products and services may not be available in all jurisdictions or to all client types.