Fifth Set Private Wealth Management LLC is an independent investment advisory firm serving successful mid-career professionals and their families. Fifth Set is the expression of our belief that clients are best served through a combination of an evidence-based investment approach and a fiduciary standard of client care.
We invite you to learn about the Fifth Set approach and reach out to discuss how we can help you.
Clients come to us with hectic lives filled with career obligations, family activities, and a desire to ensure their finances are being strategically managed. We offer a deliberative client experience that allows for thoughtful discussion and delivers the answers and guidance you seek.
Humans are not hard-wired to be successful investors. Studies have identified numerous systematic human biases that lead to poor investment outcomes for investors. The key to counter our human biases is to apply a methodical, evidence-based investment approach we call the Fifth Set Discipline™.
My family and I recently traveled to Columbus, Ohio with my father-law and sister-in-law to help celebrate his seventy-sixth birthday by attending a football game
A recent WSJ article, “Taking a Random Path to Stock Riches”, touched on a number of key Fifth Set PWM investment principles around stock picking.
One of the differences between investing in investment grade bonds and stocks, is that the market provides more information about what to expect from future
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Ian A. Post, CFA, CFP®
600 Mamaroneck Avenue, Suite 400
Harrison, NY 10528
Phone: 646-783-9717 | Fax: 646-572-8737
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