Contact Us

Speak with Old Slip Capital

Contact our team about investment advisory, private wealth management, retirement plan consulting or benefits and insurance services. We work with individuals, families, institutions and corporate clients. Whether you are reviewing a portfolio, planning for the next generation or evaluating an employer retirement plan, the conversation can begin with the financial decision in front of you.

Our New York office is at 40 Wall Street, Floor 28, in Lower Manhattan. Old Slip Capital Management also has an office in Plano, Texas, listed below. Contact us before arranging an office visit. For clients outside the New York area, video conversations provide another way to discuss advisory needs.

Investment and Family Wealth Inquiries

For private wealth inquiries, helpful topics include your investment objectives, retirement plans, family priorities and any concerns about coordinating existing accounts. Our services encompass investment management, family office support, family governance and education, and financial and estate planning considerations. A general description of your needs is enough for an initial inquiry; detailed financial records are not needed in this form.

Retirement Plan and Corporate Inquiries

CFOs, HR leaders and retirement plan committees can contact us about investment oversight, fiduciary consulting, fee benchmarking and provider reviews. Describe the issue your plan is considering and any relevant timing, such as a provider renewal or committee review. Our retirement plan pages explain the different advisory arrangements and the information that can support a fee review.

Corporate advisory inquiries may concern acquisitions, capital formation or valuations. Benefits and insurance inquiries can be directed to the same telephone number or email address. Please keep initial messages general and do not include account passwords, Social Security numbers or confidential participant records.