147th Group is an independent investment advisory firm based in Melville, NY, specializing in Separately Managed Portfolios that aim to deliver growth, yield, and value to clients. Led by Founder and Managing Partner Lior Rusinek, the firm takes a conservative approach to portfolio management, focusing on select companies within the S&P 500 and U.S. multinationals to capture growth and generate income.
With a diligent and common-sense investing philosophy, 147th Group aims to minimize taxable events and keep client fees low, providing a conservative discipline for affluent investors. The firm's portfolio composition consists of 15 to 20 carefully chosen names, and Charles Schwab serves as the custodian brokerage for the firm.
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