Fifth Set Private Wealth Management LLC is an independent investment advisory firm serving successful mid-career professionals and their families. Fifth Set is the expression of our belief that clients are best served through a combination of an evidence-based investment approach and a fiduciary standard of client care.
We invite you to learn about the Fifth Set approach and reach out to discuss how we can help you.
Clients come to us with hectic lives filled with career obligations, family activities, and a desire to ensure their finances are being strategically managed. We offer a deliberative client experience that allows for thoughtful discussion and delivers the answers and guidance you seek.
Humans are not hard-wired to be successful investors. Studies have identified numerous systematic human biases that lead to poor investment outcomes for investors. The key to counter our human biases is to apply a methodical, evidence-based investment approach we call the Fifth Set Discipline™.
Included as part of the Consolidated Appropriations Act, 2023, the SECURE 2.0 Act of 2022 was signed into law on December 29, 2022. A follow
As investors, we are experiencing a truly painful period. Inflation, Covid, Ukraine, interest rates and now plummeting stock markets. Since peaking on January 3, 2022,
Much of Fifth Set’s investment philosophy is drawn from the academic research findings of University of Chicago Professor Eugene Fama. A 2013 Nobel laureate in
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Ian A. Post, CFA, CFP®
600 Mamaroneck Avenue, Suite 400
Harrison, NY 10528
Phone: 646-783-9717 | Fax: 646-572-8737
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