Daniel Stern offers highly individualized investment and portfolio management services to these clients who have minimum portfolios of $100,000. He takes great pride in his firm's ability to customize its investment services for this select group of approximately 100. He refers to Stern Investment Advisors, LLC. as a boutique investment advisory which relies on its depth of experience and wide range of contacts, investment vehicles and markets to develop and implement an investment strategy that will carry its clients and their families well into the future.

2010 Wealth Manager Award