Insightful advice Delivered through ongoing collaboration

Modico-Holbrook Institutional Consulting Team Linda Modico, Gregory J. Holbrook, Gail Hefferen, Anthony Rosetti, Diana Moy, Hayden Emily Yogman

Modico-Holbrook Institutional Consulting Team


phone

212-333-8998
800-223-0170



phone

855-267-9886



address

299 Park Avenue
New York, NY 10171



Your organization has many responsibilities–to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.


Linda Modico has been recognized as an industry leader

  • Financial Times Top 401 Retirement Plan Advisors, 2016, 2017



Insights

 
 

 

 

 

 
 

 

 

 

Using debt for wealth planning

Creating a legacy that lasts