Ingalls & Snyder LLC

Overview

Ingalls & Snyder LLC is an independent investment firm founded in 1924, offering personalized portfolio management and wealth advisory services to high-net-worth individuals, families, and institutional investors. The firm manages approximately $11.38 billion in client assets as of September 30, 2025. The firm's investment strategy is characterized by a long-term, prudent approach, focusing on custom portfolio management tailored to each client's financial needs and goals. They employ a variety of investment strategies, including long- and short-term purchases, trading, short sales, margin transactions, and option writing. Their philosophy emphasizes direct engagement with clients, risk management, and independent research, allowing flexibility to invest wherever opportunities arise globally. Ingalls & Snyder's commitment to flexibility and accessibility ensures that clients have direct communication with the professionals managing their investments, fostering transparency and trust. As of March 31, 2025, the firm managed or advised approximately $10.5 billion in client assets. The firm operates as an employee-owned entity, aligning its interests closely with those of its clients. This structure underscores a commitment to prudent financial management and long-term stability.