Discover a disciplined, consistent framework for developing prudent investment portfolios.
We have advised clients in Central New York for over thirty five years, with some relationships spanning more than three decades. During that time, we’ve measured our success quite simply: we do well when our clients achieve their long-term investment objectives.
That means we must provide timely, detailed, unbiased, customized investment advice.
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High net worth individuals turn to us because they want extra attention, a closer relationship than they can get from a larger, big city firm.
We are privileged to work with many talented individuals, volunteering on boards of directors to serve their communities, making lives better.
We’ll help you make sophisticated, intelligent investment decisions with a broad offering of investment options.
Protect yourself and your family, business, and estate with life insurance, disability insurance, and long term care insurance.
Our risk management strategy centers on the principles of Modern Portfolio Theory (MPT). The goal is to maximize the portfolio’s expected return for a given level of risk. We also leverage the benefits of index holdings with actively managed investments.