Welcome to Joel Isaacson & Co.

Joel Isaacson & Co. LLC is a leading independent wealth management firm in New York City—with the knowledge and resources to plan for our clients’ needs. For over 20 years, we have been providing comprehensive fee-only wealth management services to our clients. Our independence means that our focus is clearly on our clients’ best interests. We are not attached to any big institutional firms and we maintain our objectivity at all times to provide our clients with our best possible advice to help them achieve their personal and business goals.

Our difference: A unique combination of sophisticated planning, investment management and highly integrated tax strategies set Joel Isaacson & Co. apart from our competition.

The benefits to our clients are clear: We provide long-term, innovative wealth management and truly individualized personal service, year after year, from generation to generation.

Joel Isaacson & Co. is registered as an investment adviser with the Securities and Exchange Commission.

FT_300_Advisers_Logo_2015-2Joel Isaacson & Co., LLC Named to 2015 Financial Times 300 Top Registered Investment Advisers
Joel Isaacson & Co. is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S. Read More



Isaacson Update & Special Reports

Q3 Turbulence

Global markets experienced tremors in August and September that seemed to shake the confidence of many investors. Increasing concern about China’s economy, a tumble in global stock markets, and the Federal Reserve’s decision not to increase rates—are indications of a global economy that is not without its fault lines.

The current bull market stands out for the unusually long time (approx. six and a half years) it went without a stock market correction, defined as a drop of 10% or more. So while this round of market bumps has triggered the usual fear-driven news headlines, in our view nothing has broadly changed.

While our clients know we’re not in the business of predicting downturns, we think it’s prudent to be prepared for them nonetheless.

The reality of owning stocks is that, inevitably, we will experience declines of varying severity over time. This underscores the importance of our risk management, in which we seek to reduce our clients’ vulnerability to stock market losses by constructing balanced portfolios that include owning “insurance” assets such as bonds and lower-risk alternatives. These strategies proved valuable during the U.S. stock market’s 12% intra-quarter loss. For the quarter overall, stocks were down 6.5% while bonds rose 1.2%.

Managing through market declines includes helping our clients accurately assess their risk tolerances and investment objectives. If you are in an appropriately structured portfolio, there is no benefit to selling in a downturn. In fact, by doing so you risk selling nearer to the bottom and then missing the subsequent recovery.

As always, we appreciate your confidence and welcome questions about your individual situation.