Marshall Serwitz

Marshall Serwitz

Marshall Serwitz, in 1969, assumed leadership of his family business. With the sale of the business in 1976, he experienced the challenges of transitioning from illiquid wealth to liquid wealth. Marshall was particularly frustrated by the marketing-driven, superficial services of "wealth management" offerings and the unprofessional manner in which services were provided by institutional "servicing" staff who themselves had no experience or appreciation of affluence. No less disturbing were the poor investment results. In 1989, Marshall approached Bob Sullivan to establish Sullivan & Serwitz with two overriding objectives: to create wealth continuity among generations and promote stewardship of a family's resources

What the Efficient Market Hypothesis (EMH) is missing!

Notwithstanding all discordant evidence to the contrary, the financial services industry insists financial markets are efficient. In an efficient market, according to the Efficient Market...

Investor Risk, Value and Price

In large measure, the resolution of the international debt crisis revolves around whether the largest and most credit worthy nations (United States, Germany and Japan)...

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