OUR FIRM
Offit Capital Advisors is an SEC Registered Investment Advisor focused on building global, multi-asset class investment portfolios for individuals, families and non-profit institutions.
Independent and privately held, we act as our clients' Chief Investment Officer across all asset classes. We provide objective and unbiased investment advice solely in the best interest of our clients.
We are keenly focused on wealth preservation and market opportunities relative to each client's distinct set of investment objectives, liquidity requirements, tax and estate planning and philanthropic goals.
Our people are our greatest asset. Our depth of industry experience, analytical skills and seasoned judgment allow us to serve our clients with an uncompromising standard of excellence.
We are a values-driven firm. Our culture is steeped in a history of deep client relationships based on trust and caring.