Brooklyn's Premier Financial Investment Firm

36 EQUITY helps you identify, secure, and manage profitable financial investments in New York

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About 36 EQUITY

Your trusted partner for financial investments in Brooklyn and beyond.

Founded with a vision to transform the financial investment landscape in Brooklyn, 36 EQUITY specializes in identifying high-potential opportunities and creating value for our clients. With deep market knowledge and a strategic approach, we help investors navigate New York's competitive financial markets.

Personal Financial Solutions

Discover exceptional financial strategies tailored to your personal needs, from retirement planning to investment management.

  • Customized investment portfolios designed to meet your specific financial goals.
  • Personalized financial planning based on your risk tolerance and time horizon.
  • Comprehensive market analysis and investment potential assessment for every opportunity, ensuring you make informed decisions with maximum return potential.

Strategic Business Solutions

Expand your company's financial health with our carefully selected investment strategies that offer stable growth and maximum returns.

  • Business financing solutions designed to fuel growth and expansion.
  • Corporate investment portfolios with strong performance histories.
  • Strategic market positioning in emerging financial sectors poised for growth.
  • Detailed financial analysis including ROI projections, cash flow forecasts, and potential appreciation models to support your business investment decisions.

Comprehensive Financial Planning

  • Full-service financial planning for individuals and businesses.
  • Retirement planning, education funding, and estate planning solutions.
  • Regular portfolio reviews and detailed financial reporting for peace of mind.

Our experienced planning team handles all aspects of your financial future, maximizing returns while aligning with your long-term goals and values.

Strategic Wealth Management

Our wealth management advisors create personalized investment strategies aligned with your financial goals and risk tolerance.

  • Portfolio diversification strategies across different asset classes and markets.
  • Expert guidance on market timing and emerging investment opportunities in New York.
  • Comprehensive tax planning and optimization strategies specific to financial investments to maximize your returns and minimize tax liability.

Our Services

Comprehensive financial solutions tailored to your investment objectives

Investment Advisory

Strategic investment selection and portfolio construction to secure prime financial opportunities in today's competitive market

Financial Analysis

Detailed financial modeling and ROI projections to evaluate potential investments and maximize returns

Risk Management

Comprehensive risk assessment and mitigation strategies to protect your investments and ensure sustainable growth

Portfolio Optimization

Strategic advice on asset allocation and rebalancing to maximize your investment portfolio performance

Ready to Invest in Your Financial Future?

Contact 36 EQUITY today to schedule a consultation with our financial specialists. We'll help you identify opportunities that align with your financial goals and guide you through every step of the investment process.

Client Testimonials

Hear what our clients say about their experience working with 36 EQUITY

36 EQUITY helped me develop my first investment portfolio. Their market knowledge and strategic approach were invaluable. Within the first year, my investments grew by 12% while maintaining a balanced risk profile.

Michael Roberts

Individual Investor

Working with 36 EQUITY transformed my financial portfolio. Their wealth management services are exceptional, handling everything from asset allocation to tax planning. I've been able to expand my investments significantly with their guidance.

Rebecca Chen

Portfolio Investor

The business financial analysis provided by 36 EQUITY was comprehensive and accurate. Their insights into emerging markets helped us secure investments that have been consistently profitable despite market fluctuations.

Sophia Mike

Business Owner

As an international investor, I needed a partner I could trust with my U.S. investments. 36 EQUITY has exceeded my expectations with their transparent reporting and proactive management approach. Highly recommended!

James Wilson

International Investor

36 EQUITY provided invaluable guidance during my retirement planning process. Their financial analysis and market insights helped me secure a diversified portfolio with strong growth potential and regular income.

Daniel Morales

Retirement Planner

Our Team

Experienced financial professionals dedicated to maximizing your investment success

David Stern

Founder & Chief Investment Officer

Amanda Rodriguez

Financial Analyst

Michael Thompson

Wealth Management Director

Frequently Asked Questions

Common questions about financial investment and our services

What types of financial services do you specialize in?

We specialize in a wide range of financial services throughout New York, with particular expertise in investment advisory, retirement planning, wealth management, and business financial planning. Our team continuously monitors market trends across all financial sectors to identify emerging opportunities.

What is the minimum investment required to work with 36 EQUITY?

While we work with investors of various capacities, our typical investment management services start at $100,000 for individual portfolios and $500,000 for business accounts. We also offer partnership options for investors looking to pool resources for larger investment opportunities.

How does your wealth management service work?

Our wealth management services include portfolio construction, asset allocation, retirement planning, tax optimization, estate planning, and regular performance reviews. We charge a competitive management fee based on assets under management, with discounts available for larger portfolios. Our goal is to maximize your returns while aligning with your financial goals and risk tolerance.

Do you help with business financing solutions?

While we don't provide direct financing, we have established relationships with numerous lenders specializing in New York business financing. Our team can connect you with financing options suited to your business profile and assist with the application process to secure favorable terms.

What makes your approach to financial planning different?

Our approach to financial planning is comprehensive, personalized, and growth-oriented. We consider your entire financial picture, from current assets and liabilities to future goals and risk tolerance. We utilize sophisticated modeling tools, maintain a fiduciary standard, and provide complete transparency in all recommendations and fee structures.