A.W. Jones Advisors, a New York-based registered investment adviser, has launched a new wealth management firm that will focus on alternative investments.

The new firm, dubbed A.W. Jones Private Advisors, will cater to HNWIs, family offices, endowments and foundations, offering them exposure to traditional equity, fixed income, hedge fund, private equity and real-estate strategies.

It will leverage in-house investment research to deploy tailored investment solutions.

The new entity will be headed by A.W. Jones Company CIO Robert Burch and Thomas Haug, president. A.W. Jones Company is one of the earliest multi-manager funds with a 33-year track record.

Avi Rosenblatt will serve as the CFO and CCO of the new firm, while David Leveroni will serve as its head of investment research.

“We are creating a firm where advisors have a voice and can tend to their client needs by allocating portfolios in an independent and tailored fashion, while also being additive to the firm’s investment philosophy and culture. We are seeing more sophisticated advisors and teams choosing boutique firms as the path to best benefit their clients,” Haug stated.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

“We expect A.W. Jones Private Advisors to grow rapidly—both organically and inorganically—by providing advisors with independence and flexibility,” Burch said.