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
August Recap. Following a steady rally through the year’s first half and into July, stocks consolidated during the back half of the summer season. August’s...
Decoding Artificial Intelligence and Its Impact on Investing The debut of ChatGPT in November 2022 marked a turning point in the world of artificial...
Positive Momentum. The first half of 2023 has brought a welcome market recovery, with investors benefiting from positive equity returns and more attractive...
Mixed May for Markets. Stocks recorded modest overall gains in May, after positive earnings surprises and the passing of the debt ceiling bill fostered a...
89 Genesee Street
New Hartford, NY 13413
315.624.7300
