O'Shaughnessy Asset Management

Investment Management, Financial Planners, Financial Planning Consultants

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(203) 975-3333Call Visit WebsiteVisit Website Map & DirectionsDirections6 Suburban AveStamford, CT 06901 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

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More Info

Email: Email Business
Neighborhood: Downtown Stamford
AKA: O'Shaughnessy Asset Management, LLC
Other Link: http://www.osam.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investments, Stock & Bond Brokers

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Details

Phone: (203) 975-3333

Address: 6 Suburban Ave, Stamford, CT 06901

Website: http://www.osam.com

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O'Shaughnessy Asset Management

Tax Planning
Tax Services
Acquisition Reinforces Franklin Templeton’s Position as a Top Separately Managed Accounts Provider and Enhances Its Tax Management, Factor-Based and ESG Customization Capabilities. Read Press Release
Capital Gains Taxes

Investment Management
Through three decades, we've learned with our clients. We are always striving to improve the capacity of our platform - which includes our data, our proprietary research and portfolio management technologies, and a highly experienced team. Our goal is to deploy this platform for our clients' long-term benefit.
Mutual Funds
An ETF or mutual fund investor only sees a loss on their statement when the whole fund is down, but an investor who owns the same securities directly in a separately managed account can sell individual positions whenever they fall below their cost basis. For investors who have the infrastructure and ability to harvest these losses, our research suggests they can add between 50 and 100 bps a year to after-tax returns.
Bonds

Accounting Services

Financial Planning
Please Note: OSAM does not provide financial planning or any related consulting services. OSAM does not serve as a law firm, certified public accounting firm, nor an insurance agency. OSAM does not prepare legal documents or tax returns, nor does it sell insurance products.
Asset Management
The material on this web site is owned by O'Shaughnessy Asset Management, L.L.C. (”OSAM”), an investment adviser registered with the Securities and Exchange Commission. This material is posted without regard to the specific investment objectives, financial situation, or particular needs of any visitor: all of these factors should be carefully considered, along with the risks, charges and expenses of any investment vehicle, before investing. This site is not a solicitation or an offer to buy or sell any securities or related financial instruments. There is no guarantee that any investment strategy or approach will be successful or achieve any particular level of results. All investment products involve risk of principal loss.

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