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Principal of Calyx Capital Advisors, llc, a boutique financial advisory serving a limited group of private clients with Family Office services including investment management, trust management, family financial management and support of private company investments. Our philosophy and processes are refreshingly and distinctly different than the mainstream financial institutions.
Calyx Capital Advisors, llc Calyx Capital Advisors, llc. was born of frustration with traditional investment managers implementing expensive portfolios of passive investments. Calyx serves a small and growing group of private client families and trusts with financial advice and investment management. Three things make a difference in ...More
how we manage. Our first priority is to protect our investments. We actively manage risk every day because our clients don’t like losing money. Secondly, we believe in selective asset allocation. We only invest in areas where we see opportunity and abandon sectors we believe to be unprofitable; we do not use static models. Third, we hate hidden layers of fees and high commissions. So, our fees are low and transparent, and we do not accept payments from financial institutions. We believe that faith and integrity underlie everything. We are structured and operate to manage family assets over the long term, across generations, through good and bad times.
Calyx Capital Advisors, llc.
Basking Ridge, NJ
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