James J. Lukezic
One crucial role of institutional investment consultants is to monitor portfolio performance against goals. They do regular performance report checking such as analysis of returns, and other key performance indicators. All these are important for ensuring that the investment strategy remains on track.
If you want to make well-informed investment selections or connect with an experienced institutional investment consultant then consider choosing James J. Lukezic from Old Slip Capital. They have investment expertise and experience in the areas of asset allocation and portfolio construction
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James J. Lukezic: Managing Director of Old Slip Capital Partners
Central to the story of James J. Lukezic is his enviable career in the financial services industry, presently serving as the Executive Managing Director at Old Slip Capital Partners. A wealth of knowledge and finesse in leadership have been enormous assets for the firm. In other words, with over two decades of distinguished experience in corporate executive consulting and capital management.
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James J. Lukezic, Old Slip Capital Partners is a New York City-based Capital Management firm that is the result of a merger between Standard Fiduciary Consulting, LLC, a leading Registered Investment Advisory firm, and CNA Investor Services, Inc., a Chicago Broker Dealer whose parent was and is a leading national insurance provider. CNA Investor Services, Inc., has been in business since 1966 when it was approved for business by FINRA. In 1977, it was also approved by the SEC (Securities and Exchange Commission) as an Investment Advisor, servicing clients nationally since then.