Matthew DePinto

Let us help you grow more than wealth

Value statement

I develop investment strategies that are based on the specific needs of my clients. I work with successful individuals, families and small business owners that are seeking to accumulate assets for retirement, saving for a child’s future college expenses, generate a reliable source of income from their portfolio, or who desire to grow a portion of their estate for their heirs or an endowment. I build individual portfolios that incorporate investments across a diversified range of equities, fixed income securities, alternative assets and insurance solutions that are tailored for the specified time horizon and tolerance for risk of each client.

Global Insight Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

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