Beech Hill Advisors, Inc.
Beech Hill Advisors, Inc. is an SEC-registered investment adviser headquartered in New York, NY. Founded in 1988, the firm focuses on offering individualized portfolio management and wealth advisory services primarily to individuals, including high net worth clients. Led by principal shareholders Paul Seth Cantor (Chairman & President) and William Robert Wurm (CEO & CIO), the firm employs approximately 8-9 professionals. Beech Hill Advisors tailors investment strategies through personal consultations and ongoing account management for its clients.
Investment Strategy
Beech Hill Advisors emphasizes individualized portfolio management, creating investment strategies tailored specifically to each client's goals, time horizon, risk tolerance, and liquidity needs. Advisory accounts are managed primarily on a discretionary basis, focusing on the client’s stated objectives (growth, balanced, or income) and tax considerations. The firm regularly reviews and rebalances portfolios to align with evolving client needs, and clients may impose reasonable investment restrictions. Beech Hill’s managers each operate with their own investment philosophy and approach, and portfolio construction may vary by manager but consistently centers on the unique situation of each client.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | ALPHABET INC | 3.71% | $7.9M | 32,679 | $45.71 | $243.10 | +$340.5K |
A AMZN | AMAZON COM INC | 3.14% | $6.7M | 30,651 | $70.91 | $219.57 | -$1.1M |
M META | META PLATFORMS INC | 3.03% | $6.5M | 8,830 | $99.05 | $734.38 | -$2.4M |
A AAPL | APPLE INC | 3.02% | $6.5M | 25,435 | $20.77 | $254.63 | +$567.2K |
A AVGO | BROADCOM INC | 2.83% | $6.1M | 18,394 | $70.76 | $329.91 | -$465.6K |