Purpose-Driven Wealth Management
Tailored investment advisory services for ultra-high net worth families and institutions
About us
Ratson Advisory is a New York–based, SEC registered investment advisory firm dedicated to the stewardship of significant wealth. We serve ultra-high-net-worth families and leading financial institutions, delivering bespoke financial services, investment strategies, special opportunities, and the financial architecture to support them. Our approach blends discretion, precision, and adaptability — ensuring that every plan is as enduring as the legacy it protects.
Services
All of our services are guided by a commitment to delivering bespoke, client-centric strategies supported by a robust institutional infrastructure. This includes an in-house trading desk, deep relationships with dealers, market makers, and custodians, access to private and credit market opportunities, sophisticated derivatives for hedging, and proprietary research identifying opportunities in an ever-changing market.
Wealth Management
We specialize in providing bespoke solutions tailored to the unique needs of our ultra-high net worth clients.
Our investment plans are meticulously crafted based on each client's risk profile, ensuring personalized strategies that align with their financial goals.
Leveraging the strength of Ratson's in-house infrastructure, we seamlessly integrate services that fit into our clients' existing set-up, offering both flexibility and expert guidance.
Outsourced Treasury
We provide community and regional banks with access to a treasury advisory team.
We partner with bank CFOs and treasury teams to support securities portfolio management, liquidity strategy, interest rate risk analysis, and ALCO governance—helping clients strengthen treasury decision-making and risk management.
SMAs
Our Separately Managed Accounts services, is designed to function as an outsourced desk for funds and financial institutions seeking specialized expertise in managing specific sleeves of their portfolios.
At Ratson, we have a dedicated in-house trading desk, experienced analysts, and comprehensive research across various asset classes. Our tailored approach ensures that we build SMA's that aligns perfectly with your institution's unique needs and objectives.