Transcend Wealth Collective LLC

Transcend Wealth Collective LLC

Transcend Wealth Collective LLC

Overview
Date Founded

2018

Headquarters

51 JFK Parkway,Suite 110,Short Hills, NJ 07078-2704

Type of Company

Private

Employees (Worldwide)

10

Industries

Investment Services & Portfolio Management
Accounting & Financial Services

Company Description

TWC’S overall investment strategies recommended to each client emphasizes long-term ownership of a diversified portfolio of marketable and non-marketable investments intended to provide superior after-tax, inflation-adjusted, economic returns. The firm generally recommends broad diversification via a long-term asset allocation strategy – diversified both across asset classes and within asset classes – in an effort to improve the risk and return potential of client portfolios. More specifically, they may recommend multiple asset classes (both liquid and illiquid), market capitalizations, market styles, and geographic regions to provide diversification.

Contact Data
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Executives & Employees

Senior Associate

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