The “Rule of 72” is an investment formula that speaks to prosperity, growth and the power of smart investing. It speaks to who we are and what our clients expect from us as their trusted advisors.
We serve successful individuals, families, business owners, and executives by helping define their most important financial goals, crafting a plan in pursuit of those and then consistently executing to help make our clients’ aspirations a reality.More About Us
Seventy2 Capital’s principals draw on decades of experience at some of the largest Wall Street firms, along with backgrounds as asset managers, securities traders and regulators. With this comes a deep understanding of global financial markets and macroeconomic policy that is specific to the industry.
Our commitment to maintaining the highest standards of care and professionalism in serving our clients has earned us some of the highest designations in the industry and recognition from our peers and leading national publications.
Our suite of services and products allows us to customize a strategy with confidentiality, integrity, and objectivity.
Whether you are accumulating assets, growing a business or non-profit, building a family legacy, or planning for retirement, each requires a carefully designed strategy to help you:
Customize a portfolio to maximize wealth at all stages of life
Navigate market cycles while aligning your risk tolerance and long-term goals
Create a lasting legacy for yourself, your family and your employees