At RIA Advisors, we work with a wide range of individuals, families and business clients, providing money management and financial planning services tailored to each clientโs needs. Simply put, weโre in the business of helping our clients reach their unique financial objectives. We accomplish this task by taking the time to understand the clientโs financial situation, goals and risk tolerance. Based upon this in-depth analysis, we then recommend, develop, implement and monitor their investment portfolio performance.
Michael Lebowitz has over 35 years of financial markets experience. He has been involved in trading, portfolio construction, and risk management involving some of the largest and most active portfolios in the world. In addition to his institutional experience, he also built a successful independent RIA which allowed him to further extend his experience into the realm of investment management for individuals and family offices. His diverse career path affords him a unique investment and economic perspective. Grounded in logic and common sense, he blends his vast trading and investment expertise with macroeconomic viewpoints and a deep understanding of the Fed to deliver pragmatic and actionable thought leadership to clients.
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