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
A Period of Consolidation. After a positive start to the year, financial markets entered a holding pattern during the month of April. Banking industry jitters...
A Positive First Quarter The year’s opening quarter provided investors a bit of relief, following last year’s disappointing returns. Most investment markets...
A Positive Q1. Volatility in the banking sector rose sharply in March following the collapse of three US regional banks. The ensuing market turbulence was...
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...
89 Genesee Street
New Hartford, NY 13413
315.624.7300
