We are held to the highest level of fiduciary standard in working with our clients
Core to our business is a consistent and repeatable investment strategy, married with a client-specific planning process
Bradley M. Kowalczyk, J.D., LL.M
Partner
Partner , Chief Investment Officer
Partner
Managing Director
Managing Director
Managing Director
Portfolio Manager
Director of Operations, Chief Compliance Officer
Financial Advisor
Some Relief. US stocks staged a comeback in July, rebounding from a tough first half of the year. Moderating inflation expectations and better-than-feared...
A Challenging First Half. Financial markets struggled to their worst start to a year in decades. Accelerating inflation and rising interest rates,...
A Challenging Time. Global equity markets saw another down month in April, but will end May about flat. It is premature to suggest we have...
A Down Open to the Year Market Comment The year’s opening quarter was marked by a confluence of headwinds for investment markets, and some were quite...
89 Genesee Street
New Hartford, NY 13413
315.624.7300
