Transcend Capital Advisors, led by Brian Gorczynski, is a wealth management firm based in Madison, NJ, with custodied assets totaling $2.9 billion. Gorczynski, who has a background in private equity investing, joined Transcend in 2021, two years after its founding. The firm, which serves over 1,000 clients, has over 40 employees spread across offices in New Jersey, Michigan, and Florida. One of the ways Transcend sets itself apart is through its sponsorship of top junior and amateur golfers under the age of 20, allowing the firm to support young athletes while also engaging with its clients.
Transcend’s competitive edge lies in the breadth and depth of its partners’ investment backgrounds, which enables the firm to provide clients with unique investment opportunities, particularly in private and alternative investments. This includes access to opportunities that may not be available to other wealth management firms, as well as the ability to negotiate favorable terms on behalf of clients. Many of Transcend’s clients have exposure to alternative investments, which are seen as a way to diversify portfolios and potentially enhance returns. One area of focus for the firm is reinsurance, specifically catastrophic weather insurance, where the team is able to leverage their network to secure advantageous terms.
Looking ahead, the firm’s investment outlook is cautious, with expectations of below-average returns in the near future. Current S&P 500 valuations are seen as unattractive, prompting the team to explore opportunities beyond traditional public markets. Gorczynski stresses the importance of considering alternative investments, as many of the world’s most sophisticated investors allocate a significant portion of their portfolios to such assets. By diversifying beyond the typical 60/40 portfolio allocation, individual investors may be able to achieve better long-term results.
In light of the evolving investment landscape, Transcend continues to seek out new opportunities for its clients. The firm’s partnership with young golfers, made possible by the Supreme Court’s decision to allow student-athletes to profit from their name, image, and likeness, is just one example of how Transcend is innovating in its approach. By staying ahead of trends and leveraging its network, the firm aims to offer clients access to unique and potentially lucrative investment options. With its focus on building relationships and delivering value to clients, Transcend Capital Advisors is well-positioned to navigate the challenges of today’s financial markets.
