Boca Raton's Robert Levitt of Levitt Capital Management Makes Prestigious 2008 WORTH Magazine List of Top 250 Wealth Advisors; One of Only Two Boca Raton Advisors on List

Share Article

Boca Raton's Robert Levitt of Levitt Capital Management Makes Prestigious 2008 WORTH Magazine List Of Top 250 Wealth Advisors; One of Only Two Boca Raton Advisors on the List

Robert Levitt, Founder and Chief Investment Officer of Levitt Capital Management LLC, based here, has been named as one of the country's top 250 wealth advisors by Worth magazine in its annual October/November issue on newsstands October 21, 2008.

Commenting on being selected as a top wealth advisor, Mr. Levitt said, "We have worked tirelessly traveling around the world seeking out investments for our clients, so it is very gratifying to be recognized for the tremendous effort we put forth everyday as the steward's of our clients wealth and financial future. We are proud to have made the list of the top 250 wealth advisors in the country at a time of such challenging economic times, and particularly pleased as only one of two from Boca Raton. It's an honor to be chosen among the thousands of financial advisors in the country by such a prestigious magazine as Worth."

The Top 250 Methodology as published by Worth:
"The process begins with an invitation to our readers to nominate those advisors who represent the absolute best of their profession. We also solicit nominations from banks, wealth management and investment firms, and industry associations. Nominated advisors and others who wish to participate then complete a detailed online questionnaire in which they provide their educational and professional credentials and discuss their approaches to customer service, portfolio management, and risk.

"Based on the quality of these responses and on each applicant's insights into the current investment climate, Worth editors make the selections. Those advisors who take the time and space to fully explain a strategy or an opinion typically do well. We assume that they communicate in a similarly clear, thorough fashion with their clients. Those who demonstrate a nuanced understanding of the global markets, alternative investments and the current economic climate also score well. Following the completion of a preliminary list, the final step involves confirming, to the extent possible, that the information the advisors provided is accurate and truthful. In the end, we feel confident in our choices. Those listed impress us with their expertise, dedication and enthusiasm."

Levitt Capital Management LLC, headquartered in Boca Raton, Florida, with a representative office in Paris, France, is a boutique wealth manager dedicated exclusively to offering discretionary investment management and cross border wealth management in the United States and Switzerland. The firm also offers onshore and offshore (Cayman Island) limited partnerships through various affiliated companies. The firm is regulated by the US Securities and Exchange Commission and various offshore regulatory agencies.                                            

Founded in 2000 by Robert Levitt, the firm is completely independent and provides client driven service. It manages $400 million, with a $3 million (€2 million) minimum exclusively for private wealth. It specializes in designing and managing global portfolios, focused on investment performance, for clients invested in global equities purchased on foreign and domestic stock exchanges, as well as fixed income investments, commodities and currencies, with the goal of absolute positive returns.

About Worth (as published on its website):

Worth is a publication of Sandow Media, edited for high-net-worth individuals and their advisors. Worth reports on issues related to comprehensive wealth management, including investment opportunities (e.g. alternative investments, private equity, hedge funds and real estate), private banking and financial advisory services, business ownership and succession planning, as well as philanthropy and estate planning. Worth also provides financial intelligence on passion investments such as antiques, fine art, watches, jewelry, autos and other high-end collectibles.

Worth has an estimated total readership of 250,000 with an ABC-audited circulation of 100,000, including 75,000 high-net-worth individuals plus 25,000 wealth advisors and C-suite executives at hedge funds, venture capital firms and privately held companies. Worth subscribers have an average net worth of $4.37 million with 58% owning secondary real estate valued at $1.9 million. More than 60% are owners or partners in a business.* The magazine was first published in February 1992.

*Source - 2007 Worth Subscriber Study conducted by Monroe Mendelsohn Research.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Bill Bongiorno
Blue Chip PR
914-533-7065
Email >

M. Susan Van Bergen
Levitt Capital Management LLC
561-893-9901