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
We have seen that commercial from Capital One with the catchy slogan, prompting us with the question “What’s in your wallet?” The message is clear and...
January Reversal. Stocks markets opened 2023 on a strong note, with robust gains across global equities. Signs that inflation is easing in several major...
A Look Back at 2022. The dialogue in 2022 revolved around inflation, which – brought on by pandemic-related circumstances - surged to its highest...
A Not-So-Happy Last Year The just-concluded year was an unproductive one for investors of nearly all persuasions. Both stocks and bonds lost value in 2022, the...
89 Genesee Street
New Hartford, NY 13413
315.624.7300
