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
Stocks began this week in freefall, ending down 1.7% on Monday, though off deeper lows on the day. The prime culprit to the selloff was the liquidity woes of...
US Stocks. Despite rising concerns over the delta variant, peaking economic growth and still-simmering inflation pressures, US equities had their...
Friends, Thus far, almost eight full months in, 2021 has proved to be a productive year for investing. Led by the US market, global stock market...
Positive Momentum. The global recovery remains largely on track, as economies continue to rebound from the dislocations caused by the pandemic....
89 Genesee Street
New Hartford, NY 13413
315.624.7300
