Our Firm

Acumen Investment Services is a leading independent affiliate of Paulson Investment Company, Inc., a leading investment banker for emerging growth companies nationwide and the Pacific Northwests largest independent brokerage firm.  Through our New York and Connecticut offices, our seasoned and competent financial professionals offer individual investors, business owners and institutions a full range of investment services including: securities brokerage, investment banking, trading, investment advisory, and retirement planning. 

Our greatest asset is our independence.  Not being affiliated with a major wire-house brokerage firm, allows us to align our interests with our clients, thus enabling us to effectively carry out our mission statement: Creating personalized solutions, through sound advice and quality investment products, which will aid our clients in meeting their financial goals and objectives.   

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.