The clarity to plan. The confidence to act. Private Wealth Management

CORAL Investment Partners Russell A. Rabito, Margaret Beal, Mark Zeller, Daniel T. Coash, Reed Fawley, Lance E. Cholet, Natalie Ann Mack, Ann McGee, Kelly Molter, Thomas Ryan Carney, Charmaine St. John, Shlomo Mizrahi, Alexander Spring, Shana Metcalf

CORAL Investment Partners


phone

888-308-1980
800-910-1478



phone

877-803-0133





address

1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019



At CORAL Investment Partners, we’re dedicated to helping you make the most of your success. We’re focused on helping you plan for tomorrow, make informed decisions and explore new opportunities. Through our commitment to providing a client-focused, family office-like environment, we help you find answers to your most pressing questions about your wealth and life. We welcome your involvement in that process—in fact, we require it. Your active participation is key to helping us better understand what you want and need and to giving you the confidence to pursue your goals.


Russell Rabito, Mark Zeller and Reed Fawley have been recognized as industry leaders

  • Russell Rabito, Forbes Best-In-State Wealth Advisors, 2019
  • Russell Rabito, Barron’s Top 100 Financial Advisors, 2013 – 2019
  • Russell Rabito, Barron’s Top 1,200 Financial Advisors, 2014 – 2020
  • Russell Rabito, Barron’s Top 1,000 Financial Advisors, 2011 – 2013
  • Russell Rabito, Financial Times 400 Top Financial Advisers, 2013 – 2019
  • Mark Zeller, Forbes Best-In-State Wealth Advisors, 2019
  • Mark Zeller, Financial Times 400 Top Financial Advisers, 2018, 2019
  • Reed Fawley, Forbes America's Top Next Generation Wealth Advisors, 2018

CORAL Investment Partners is proud to have been recognized as an industry leader

  • Ranked in Barron’s “Top 50 Private Wealth Advisory Teams” 2019

A 20-plus year veteran of managing substantial portfolios, Russ brings decades of financial experience to bear in his role as chief investment officer of our team. He has taken on every type of market environment, giving him the clarity to deliver fact-based insight to navigate whatever financial questions you may have. From business owners and executives to individuals and families, you can consider yourself covered when it comes to your financial decision making.


A disciplined process shapes your plan

We want to understand who you are as a person, as well as an investor. We’ll help you clarify your priorities and your concerns, and then examine your complete balance sheet. All of this information will helps us frame your goals and shape a plan to help you achieve them.

Your goals inform your customized plan, as does our broad experience in both financial planning and institutional-level portfolio management.

We take an active and transparent approach to structuring your portfolio, evaluating your insurance needs, determining your liquidity requirements and planning for your legacy. It’s important that you weigh in on those decisions and understand how our investment choices are tailored specifically to your objectives and comfort with risk.

We’ll coordinate with your current legal and tax advisors to discuss and align our recommendations. Our goal is to be your single point of contact—the financial advisors who “connect the dots” to simplify your financial life with an integrated planning strategy and consistent oversight.

You receive an individualized asset allocation plan that is actively managed and tailored to you. Our process is fully transparent so you are aware of any fees and how your portfolio is performing against its benchmark. Our planning and seamless implementation is your road map to help you work toward your financial goals.

Life and market conditions may change at any time. So once we’ve implemented your strategy, we monitor your portfolio regularly and, if needed, we can adjust risk and rebalance your asset mix. Because we continually analyze the markets, we may also recommend opportunities that could potentially further your goals.

Our team can prepare a personalized report to let you know how your investments are doing. This highly detailed report shows:

  • The amount you originally invested
  • How much you have contributed and/or withdrawn to date
  • How much you have earned to date
  • How your portfolio compares vs. the appropriate benchmark

An entire team committed to working for you

We believe our investment management experience, combined with our financial planning insight, continues to earn our clients’ confidence year over year. But we’re also told it’s our focus on service and relationships—putting your needs and best interests first—that our clients truly value.

We’re consistent communicators who stay connected with you, your family and your evolving life. There’s no guesswork about where you stand and what you need to do to pursue a goal—from managing a concentrated stock position to developing a sustainable spending plan today and through retirement.

All told, we receive the greatest satisfaction from sharing in your successes and milestones. We are grateful for your loyalty and look forward to serving you and generations of your family in the years ahead.

 

Are you a PricewaterhouseCoopers employee?

Read more about the special wealth management services we provide.

 


Institutional advisory services for foundations and not-for-profit organizations

Many of our clients have corporate and nonprofit relationships that can benefit from our fact-based approach, data-driven decision making and personalized service. Speak with us to learn more about how our team can put our institutional knowledge to work for your organization.



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