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Corporate Cash Management

Investment management that produces safety, liquidity and yield with full transparency

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Private Wealth Management

How High-Net-Worth Individuals Stay Wealthy

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Services

Corporate Investors

Portfolios are customized based on your investment policy, liquidity needs and return objectives. Safety overrides all investment management decisions.

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Private Investors

Generations of high-net-worth investors have relied on us for comprehensive investment management and to navigate the complexities of their financial affairs.

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A Barron’s Top
Advisor for over 20 Consecutive Years

Based in New York City since 1982, Treasury Partners delivers a broad range of cash and investment management services to high-net-worth and corporate investors.

Currently ranked Barron’s 2025 Top 100 Financial Advisors, 2024 Top 100 Independent Advisors, 2025 Top 1200 Advisor Rankings by State, 2025 Top 250 Private Wealth Management Teams

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Latest Video

Saperstein on CNBC Closing Bell: Unpacking the opportunity in municipal bonds

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Our insights are recognized by
The Wall Street Journal, Forbes and Barron’s

Richard Saperstein is a top-ranked advisor among Forbes 2025 America’s Top Wealth Advisors and Forbes 2025 Best-In-State Wealth Advisors. The acclaim he earns rests on one commitment: As a Fiduciary, to always place each client’s interests first.

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how we can help you

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