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 equities recovered some ground in October following a notably weak close to the September quarter. The S&P 500 rose about 8% in...
Warren Buffet warned us: “A rising tide floats all boats. Only when the tide goes out do you discover who has been swimming naked.” The Oracle of...
Market Commentary. Risk assets sold off around the globe in late September as investors continued to grapple with hawkish monetary policy positioning from the...
The Situation is Inflation Investment markets have continued their slog this year, and barring events entirely unexpected, both the stock and bond markets...
89 Genesee Street
New Hartford, NY 13413
315.624.7300
