Consider your financial position, assets, liabilities, cash flows, and liquidity.
Investment Management and Wealth Planning
Thoroughly understand financial and non-financial objectives.
Allocate investments to sustainable investment themes, innovative strategies, top-tier managers, and applying modest tactical allocation tilts to strategic policy.
Allocate to asset classes on the basis of the expectations of their after-tax returns.
Manage the implementation process to minimize tax and transaction costs.
Customized Investment Solutions
Optimize investment results for each unique family.
Mr. Jonathan D. Kuczmarski is the Chief Compliance Officer and Investment Advisor Representative for Efficient Capital Strategies, LLC. |
Mr. Kuczmarski has worked at firms including JW Seligman & Co, Aldershot Capital LLC, Copia Trading LLC and Whalerock Point Partners, LLC. Since graduating Harvard University in 2002, Jon has spent his entire career in the investment management industry.
Throughout his career, Mr. Kuczmarski's responsibilities have included managing & designing multi asset class portfolios tailored to fit the complex demands of families, endowments and institutional investors. Jon specializes in quantitative analysis, quantitative strategies, portfolio construction and asset allocation. Mr. Kuczmarski has over 15 years of experience working in investment management industry. Jon's mission is to push investment management forward to the low cost, passive model, fee based model that Jon uses at Efficient Capital Strategies which he founded in April 2016.
Mr. Kuczmarski is responsible for all aspects of operations at Efficient Capital Strategies, LLC -Investment Operations - Marketing & Strategy - Compliance
WHALEROCK POINT PARTNERS LLC - PORTFOLIO MANAGER/INVESTMENT COMMITTEE MEMBER
ALDERSHOT CAPITAL LLC - MANAGING MEMBER/ FOUNDER
J&W SELIGMAN & CO - INSTITUTIONAL SALES
FORDHAM UNIVERSITY - MBA, FINANCE (2008)
HARVARD UNIVERSITY - BA, GOVERNMENT (2002)
CHAMINADE HIGH SCHOOL- (1998)
Phone: (401) 410-0202