Fundsgate

Investing doesn’t have to feel distant. Fundsgate operates from an Upper West Side storefront at 2289 Broadway, steps from the 96th Street subway stop. The neighborhood hums with small cafes and bookshops, a fitting backdrop for a firm that handles portfolio management, retirement planning, and tax-efficient strategies. Clients here often juggle legacy goals with modern market shifts, and the company offers tools for both equity research and fixed-income allocations. The area’s mix of pre-war buildings and newer developments mirrors the balance many seek in their financial plans.

While the Upper West Side keeps its own rhythm, Fundsgate provides a quiet counterpoint with services like estate planning and risk assessment. Directions to the office are simple—check the map here. For questions or appointments, call (601) 568-3121.