- Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
- The recognition was issued October 8, 2024 and applies October 2024 through October 2025.
- Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2014, the ranking was issued February 24, 2014 and applied to February 2014 – February 2015. In 2015, the ranking was issued February 23, 2015 and applied to February 2015 – March 2016. In 2016, the ranking was issued March 7, 2016 and applied to March 2016 – March 2017. In 2017, the ranking was issued March 6, 2017 and applied to March 2017 – March 2018. In 2018, the ranking was issued March 12, 2018 and applied to March 2018 – March 2019. In 2019, the ranking was issued March 11, 2019 and applied to March 2019 – March 2020. In 2020, the ranking was issued March 16, 2020 and applied to March 2020 – March 2021. In 2021, the ranking was issued March 15, 2021 and applied to March 2021 – March 2022. In 2022, the ranking was issued March 14, 2022 and applied to March 2022 – March 2023. In 2023, the ranking was issued March 13, 2023 and applied to March 2023 – March 2024. In 2024, the ranking was issued March 11, 2024 and applies to March 2024 – March 2025.
Protect, Grow, and Empower Your Legacy
Wealth Management for Visionaries
At Certuity, we don’t just manage wealth – we seek to accelerate it. As an industry-ranked wealth management firm and multi-family office, we specialize in guiding entrepreneurs, executives and family offices toward realizing their financial potential. Our approach targets real results. We empower our clients to achieve their goals today, secure their future tomorrow and build a legacy that lasts for generations.
Start your journey with a trusted financial advisor
The Certuity Difference
Invested in Your Best Interests – As fiduciaries, we act in our clients’ best interests. Our relationships are founded on trust, transparency and a high standard of care.
Objective Advice – Because we’re independently owned by our employees and ultra-high-net-worth families, we have no requirement to recommend products that are not in your best interest. Instead, our advice is objective and tailored to you.
Access – Our deep network of institutional asset managers offers opportunities across traditional, alternative and private investments.
In-House Expertise + Institutional Access
Our approach is tailored to your best interests and unique needs. As fiduciaries, we sit on the same side of the table with you to develop a deep understanding of your financial situation and pinpoint how to meet your goals. We combine in-house expertise with institutional access to provide a range of services, from differentiated portfolio strategies to turnkey family office services to strategic OCIO consulting. We leverage extensive investment, capital markets, planning and technological expertise to continually optimize your plan.
Bespoke Wealth Solutions: Because One Size Never Fits All
Access Leading Asset Managers
Qualified clients 1 gain access to accomplished fund managers spanning private asset classes like hedge funds, venture capital, private equity, credit, and more. Our partners include:
- Ares
- Audax Group
- Blue Owl
- The Carlyle Group
- ONEX
- Pritzker Private Capital
- Rosemawr Management
- Thorofoare Capital
Leverage Institutional Expertise
Experience institutional-grade investment expertise in an independent environment through our partnerships with some of the world’s top financial institutions.
- BlackRock
- Fidelity
- Goldman Sachs
- J.P. Morgan
- Morgan Stanley
- Charles Schwab
- T. Rowe Price
- Vanguard
- Wells Fargo
“At Certuity, we understand that every person’s financial picture is unique. That’s why we tailor our holistic wealth services to each of our clients, so they can unlock their full wealth potential and pursue life with certainty.“
– RICH P. BURSEK, CERTUITY PRESIDENT & PARTNER
Technology-Forward Client Experience
We place service, innovation and transparency at the center of everything we do, so you can pursue your interests while we take care of the rest.