At Kisco Capital, we deliver personalized investment management in Westchester County with expert insights to help you achieve your financial goals. Our services are supported by two leading custodians—Interactive Brokers and Charles Schwab—ensuring secure, flexible, and efficient management of your assets. Our offerings include:
- Daily Market Insights: Receive a concise daily email with expert commentary on earnings, economic data, bond yields, and stock market technicals, offering you a front-row seat to our investment expertise.
- Weekly Newsletter: Explore market trends, investment strategies, and financial planning topics in-depth with our comprehensive weekly newsletter, designed to keep you informed and confident.
- Trusted Custodians: We partner with Interactive Brokers and Charles Schwab, two industry-leading custodians, to provide robust platforms for asset custody, trading, and reporting. This dual-custodian approach offers you greater flexibility, competitive pricing, and access to advanced investment tools, tailored to your needs.
Retirement Accounts Plan for a secure retirement with our expertly managed Individual Retirement Accounts (IRAs). We offer tailored strategies for:
- Traditional IRA
- Roth IRA
- Rollover IRA
- Inherited IRA
- Custodial IRA
- Small Business Solutions (SEP IRA and SIMPLE IRA) With tax advantages and diverse investment options, our IRAs are designed to maximize your retirement savings.
Investment Accounts Our Individual and Joint Brokerage Accounts offer unmatched flexibility to invest or trade across a wide range of asset classes and markets. Whether you’re building wealth or pursuing specific financial goals, we provide customized strategies to suit your needs.
Education Savings Accounts Invest in your family’s future with our education savings solutions:
- 529 Plans: Tax-advantaged accounts for college savings.
- Coverdell Education Savings Accounts: Flexible options for educational expenses.
- Custodial Accounts: Transfer assets to minors with investment growth potential. Contact us to explore the best option for your educational goals.
Personal Choice Retirement Account (PCRA) For employees with access to a Schwab Personal Choice Retirement Account (PCRA), we offer self-directed brokerage accounts within employer-sponsored retirement plans. A PCRA expands your investment choices beyond standard plan options, allowing for greater diversification and control. (Available only where employers provide PCRA.)
Small Business Solutions Support your small business with our comprehensive financial services through Charles Schwab, including:
- Retirement Plans: 401(k), SEP IRA, and SIMPLE IRA to secure your employees’ future.
- Short-Term Loans: Flexible financing to meet business needs.
- Organizational Accounts: Streamlined accounts for business operations.
- CDs and Money Market Funds: Safe, liquid investment options for your business capital.
Cash Management for Small and Medium-Sized Businesses Optimize your business’s cash reserves with low-risk, short-term investments in U.S. Treasury bills and notes, designed to enhance liquidity and yield.
Why Choose Kisco Capital? As a trusted Registered Investment Advisor, Kisco Capital combines personalized service, market expertise, and disciplined investment strategies to help you achieve financial success. Contact us today to discuss how we can manage your wealth across diverse account types.
