Malik S.

Background

About Malik S.

Valuing his role as a trusted confidant, Malik concentrates on integrating all elements of his clients' fiscal life, and offering stellar wealth management services. Goal-based objectives, asset allocation, custom portfolio construction, risk/liability management and tailored estate planning are among the strategies he uses to help provide financial confidence. Ongoing conversation and regularly scheduled reviews of portfolio facilitate tactical rebalancing as needed. Malik works collaboratively with a group of premier professional specialists to customize investment and private wealth management services. Aligning investment goals by using insights from this team of specialists is paramount to his integrated system, as Malik is focused on addressing the client's complete endowment, business, multi-generational planning and tax needs. Malik built his wealth management experience at both Merrill Lynch and State Street Bank. For more than 15 years, Malik has cultivated and maintained cross-professional relationships, as well as expanded the variety of strategies for his arsenal. Malik has worked with institutional and private investors with portfolios in excess of $250m AUM (Assets Under Management). He holds his Series 7, 31 and 66 Licenses, as well as CLTC (Certification for Long-Term Care) and CSNA (Certified Special Needs Advisor) designations. His skill set, combined with the resources of his extensive and diverse network, afford him the ability to create personalized investment and wealth-management plans. He is well known for his extensive assessment process, innovative fiscal objectives planning, outsourced advisory services for mission-driven entities, and sustainable results that satisfy the client's needs in the fullest sense. Focusing on financial guidance that is objective, individualized and timely, Malik is the essential element to planning for your financial stability and sustainability.