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
Positive Momentum. The global recovery remains largely on track, as economies continue to rebound from the dislocations caused by the pandemic....
Stay for May. Despite the old Wall Street adage of “sell in May and go away”, the S&P 500 registered the fourth consecutive month of positive returns by...
Rally On. For the third consecutive month, equity markets moved higher in April, lifted by a succession of robust economic reports and a healthy...
Rally On. Slightly over a year ago, equity markets bottomed following a sharp 30% decline in only twenty-two days. No market or sector was immune...
89 Genesee Street
New Hartford, NY 13413
315.624.7300
