Centerline Capital Group

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Investment Management, Financial Planners, Financial Planning Consultants

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Tomorrow: 9:00 am - 5:00 pm

(212) 317-5700Call Visit WebsiteVisit Website Map & DirectionsDirections625 Madison AveNew York, NY 10022 Write a ReviewWrite Review

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Regular Hours

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

Centerline Capital Group

Tax Planning
CSM was founded in 2004 to meet the investment and family office needs of a small group of clients and principals of the firm. We assist families with complex investment strategies, management of concentrated assets, tax planning, corporate finance and other business planning, and many other matters. Our high ratio of investment professionals to clients creates a level of service not often found in this industry. We are a privately-owned SEC Registered Investment Advisor.

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Places Near New York with Investment Management

Long Island City (3 miles)
Astoria (4 miles)
Hoboken (6 miles)
Elmhurst (8 miles)
Jersey City (10 miles)
Forest Hills (11 miles)
Brooklyn (13 miles)
Flushing (13 miles)
Bronx (14 miles)
Hackensack (15 miles)

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Email

Extra Phones

Phone: (212) 400-9550

TollFree: (800) 831-4826

Neighborhoods

Midtown East, Midtown Manhattan

AKA

Centerline Capital Group Inc.

Other Link

http://www.centerline.com

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Details

Phone: (212) 317-5700

Address: 625 Madison Ave, New York, NY 10022

Website: http://www.centerline.com

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Centerline Capital Group

Tax Planning
CSM was founded in 2004 to meet the investment and family office needs of a small group of clients and principals of the firm. We assist families with complex investment strategies, management of concentrated assets, tax planning, corporate finance and other business planning, and many other matters. Our high ratio of investment professionals to clients creates a level of service not often found in this industry. We are a privately-owned SEC Registered Investment Advisor.

Investment Management
Gus Vlamakis is a Managing Director at CSM Capital Corporation. Gus is primarily responsible for operations related functions, providing support to third-party vendors and clients. Gus also assists the investment management team on various projects and market research. Additionally, Gus controls the firm’s IT infrastructure and advises on business procedures. Gus graduated from CUNY, Queens College where he received a Bachelor of Arts degree in Economics.
Wealth Management
CSM Capital utilizes Fortigent, LLC to assist in generating monthly, quarterly, and annual client performance reports, using data generated directly from CSM’s custodians, or from the investment manager itself. Fortigent provides wealth management solutions and consulting services to independent advisors, banks, and trust companies which includes data aggregation and consolidated performance reporting.

Financial Planning
Peter is a graduate of the University of Richmond, New York University (Stern School of Business) Personal Financial Planning Graduate Program, Cannon Trust School, and the Wharton School of the University of Pennsylvania's Private Wealth Management Program. He is also a registered life insurance broker and a member of the Economic Club of New York.
Asset Management
Asset allocation is the primary determinant of investment performance. We construct a bespoke, balanced portfolio for each client, taking into account risk tolerance, return objectives, time horizon, and liquidity needs. We believe that in order to generate real returns above inflation, investors must accept equity-like risk.

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