US Fiduciary Opens New York Office with Hedge Fund Advisory Practice

Share Article

US Fiduciary, LP, a leading boutique financial services firm focused solely on serving high-end investment advisors and their high net worth and institutional clients, today announced that Mr. David Zale would open the inaugural US Fiduciary office in Manhattan, New York.

David is a highly experienced independent financial advisor, who focuses on hedge fund investing and constructing portfolios using various hedge fund strategies to create sophisticated investment solutions for his clients. “David is a wonderful addition to US Fiduciary as we enter one of the world’s most exciting financial services markets.” Elliot Weissbluth commented, president of US Fiduciary’s advisory business.

“High net worth individuals are demanding sophisticated and wholly independent investment advice. Brokers, especially those inside brokerage firms impaired by conflicts of interest, are urgently seeking to become independent financial advisors. US Fiduciary provides a complete solution for brokers who wish to become independent advisors and grow their high net worth and institutional practices,” Wessbluth continued.

Zale, a strong advocate for hedge fund investing, reflects: “I believe typical independent broker-dealers provide minimal clearing services without much additional value. I had considered creating my own Registered Investment Advisory practice, but ultimately decided that I could successfully partner with US Fiduciary. Their unique solution includes integrating a broker-dealer with a high net worth focused Registered Investment Advisory practice and a traditional asset management platform. The US Fiduciary open architecture philosophy, coupled with their commitment to hedge funds, will enable me to focus on my clients, their portfolios and growing my practice.”

Steven Graubart, Chairman & CEO of US Fiduciary noted: "We are thrilled to enter the NYC market with the Zale-family advisor, and believe that David will bring additional sophistication and depth around our Team of advisors. The market continues to call out for independence and sophistication, and we are committed to serving advisors who aspire to operate at this intersection."

About US Fiduciary, LP

US Fiduciary is a boutique financial services firm focused solely on serving high-end financial advisors and their high net worth and institutional clients. US Fiduciary has offices in Chicago, Houston, New York, Palm Beach, and Philadelphia. The company’s innovative and integrated offering of Independent Broker Dealer and Registered Investment Advisory solutions supporting financial advisors and financial institutions manage the increasingly complex needs of wealthy clients. For more information, visit     


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Quan L. Domaleczny
Visit website