Our Services

PNI Capital Partners New York

 

Our investment strategiess are as diverse as our clients and their individual needs.  Whether you are a short- or long-term investor, your PNI Capital advisor can help create a strategy that makes sense and is directly aligned with your goals.

 

 

 

 

 

 

Our offerings include: 

 

Retirement Preparation

  • Pension and Profit Sharing
  • 401(k) Plans
  • IRAs: SEP, SIMPLE, Roth Traditional and Education
  • Mutual Funds
  • Variable Annuities

Business Planning

  • Key Person Insurance
  • Buy/Sell Funding
  • Executive Fringe Benefits
  • Group Life, Disability, Health & LTC Insurance
 

Real Estate

  • Real Estate Investment Trusts
  • 1031 Taxed Deferred Exchanges

     
Third-Party Asset Management
  • Managed Accounts
  • Mutual Funds
  • Equities
  • Real Estate
  • Fixed Income
 Estate Preparation
  • Estate Reduction Techniques
  • Trust Funding Strategies
  • Tax Deferral Strategies
   Personal Protection
  • Life Insurance
  • Disability Income  Insurance
  • Long Term Care
    Insurance