Kevin Frisz

Kevin started his career at Goldman Sachs as an equity analyst in the Investment Research department and later worked in mergers and acquisitions in the Investment Banking division.
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Kevin later served at MSD Capital, the family office for Michael Dell, founder of Dell Technologies. At MSD, Kevin was a principal and co-managed an internal investment fund. Before joining Four Points Advisors, Kevin founded Gramercy Private to provide investment management to individuals and their families.
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Kevin received an MBA with honors from Columbia University. And he graduated summa cum laude with distinction in accounting from The Ohio State University.
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Outside of work, Kevin is a board member for The Food Bank For New York City, where he is chair of the Audit Committee. He is also a board member of Manhattan Community Board Five, representing the midtown Manhattan district. Kevin lives in New York City with his wife and son.

Working with Kevin

Every discussion begins with a simple question:
“What’s important to you?”

Along with traditional investment advice and guidance, we aim to become a long-term trusted partner for your financial future. We can work closely with other partners including tax, estate, and charitable planning
professionals.
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As a fiduciary investment advisor, we always put client interests first. Unlike large brokers, we are not incentivized by fund fees or commissions.

We will customize your portfolio specifically for your needs using the lowest-cost options available. Importantly, we will tailor your portfolio to your goals and risk profile, rather than using simple basket of funds. Index funds today are more concentrated in large stocks than ever before. Most importantly, we aim to provide a premier level of client service. With a small base of core clients, we put a premium on service and make sure you understand our approach.

What we offer

Portfolio Management

Asset allocation
Investment selection
Model portfolios
Regular reviews and updates

Services

Reg D Placements
Equity & Debt Financing
Mergers & Acquisitions
Sell-Side & Buy-Side Advisory
Best Efforts IPOs

Financial Strategy

Strategic tax outlook
Financial planning
Alternative asset guidance

Services

Reg D Placements
Equity & Debt Financing
Mergers & Acquisitions
Sell-Side & Buy-Side Advisory
Best Efforts IPOs

Our process

01

Strategic Planning

Investment horizon
Risk tolerance
Policy preferences

02

Set Asset Mix

Select asset categories
Tax strategy considerations
Liquidity needs and volatility concerns

03

Security Selection And Implementation

Model portfolios of single stocks
Low cost ETF's where appropriate
Bonds and private assets

04

Review And Rebalance

Quarterly/Monthly rebalance
Continuously compare alternatives
Monitor and communicate

Contact Kevin

Every financial decision deserves a second set of eyes. Reach out to Kevin for an honest, no-pressure look at your portfolio—he'll help you understand where you stand, spot opportunities and risks, and chart a clear path toward your long-term goals.

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