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ESSEX ASSET MANAGEMENT

Your Conscious Wealth Advisor

 

Michael Himmel, CFP
Kersten Murphy
Jeffrey D. Fisher, CFA

Essex Asset Management is an independent, employee-owned multi-Family Office, Fiduciary and investment advisory.  We offer an exclusive level of service, discretion and responsiveness to our clients.  We are committed to a select group of families and manage their wealth with a unique blend of traditional Family Office Services, sophisticated financial technologies and long-term vision.

Business Meeting

INVESTMENT POLICY DRIVEN PROCESS ADDS VALUE

Let's create an Investment Policy Statement based on your investment objectives and constraints! By asking the right questions, we can discover what is important in your life, what you value, and how you define success. What is a reasonable return objective? Is there power in long term thinking and 'time in the market' on creating returns that can compound? Are you comfortable with taking investment risk? What is a reasonable time horizon over which to judge performance and what benchmark do we use to measure your investment performance against? For example, is the S&P 500 the appropriate benchmark for you or is there another benchmark that makes more sense? What about your liquidity needs? Do you need money now, or are your spending needs in the distant future? What is unique about you and your family? Are you an entrepreneur with a successful business? Are you a growth Investor? Do you want to create a plan for passing on your wealth, or do you have a passion for contributing to the well being of others through giving?

Together, we make a plan that works for you and your family!

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YOUR TEAM: COMMITTED TO EXCELLENCE.

The Essex team has been active in the investment industry since 1997. Michael Himmel, CFP ( https://www.cfp.net/)  and Kerstin Murphy have worked as Partners at Essex Asset Management since 2008. Jeffrey D Fisher, CFA (https://www.cfainstitute.org/) has been active in the Investment Industry since 1997. Jeffrey and Michael Himmel worked together as cofounders and comanagers of Lambeth Capital from 1998 to 2003. Since 2003, Jeffrey has worked as a self employed investor.

 

CONTACT INFORMATION

Essex Asset Management, LLC

819 Beachland Blvd.
Vero Beach, FL 32963

Vero Beach: 772-234-6455

Austin: 512-773-8413 (Jeffrey Fisher, CFA)

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