Beech Hill Securities

Our Origins and Values

Founded in 1932, Beech Hill Advisors has been a trusted advisor to individuals and families for over eight decades. Guided by honesty, integrity, and a client-centered approach, we help our clients achieve their financial goals through personalized investment strategies and comprehensive financial planning.

Dedicated Expertise

Our team of experienced professionals boasts a deep understanding of the financial landscape. With diverse backgrounds in investment management, wealth planning, and risk management, we work collaboratively to develop tailored solutions for each client.

Asset Management

• We provide discretionary portfolio management for individuals, families, and institutions.
• Our customized strategies are tailored to each client's unique risk tolerance, financial goals, and investment objectives.
• Regular review and rebalancing ensure your portfolio aligns with your evolving needs and market conditions.

Financial and Estate Planning

• Our comprehensive plans address your financial goals across all aspects of your life.
• We collaborate with your other trusted professionals to ensure a holistic and coordinated approach to wealth management.
• Our experienced planners guide you through legal documentation and implementation to establish a secure financial future.

Client-Centric Approach

At Beech Hill Advisors, we prioritize open communication and collaboration. We believe in:

• Active listening: Understanding your unique circumstances and goals.
• Transparency: Clear and regular communication regarding your portfolio performance and financial plan.
• Responsive service: Addressing your questions and concerns promptly and efficiently.

Our Commitment

Our dedication to providing exceptional client service and achieving positive outcomes has earned us a reputation as one of the most respected wealth management firms in New York City. We are committed to upholding the highest ethical standards and delivering value to our clients through:

• Personalized attention: Each client receives a dedicated portfolio manager who serves as their primary point of contact.
• Exceptional research: Our experienced analysts conduct thorough research to identify investment opportunities and mitigate potential risks.
• Continuous communication: We regularly review portfolio performance and goals with you to ensure your plan remains relevant and effective.