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
Volatile September. US equities notched a small positive return in Q3. Strong earnings had lifted stocks in their run up through August, but...
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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...
89 Genesee Street
New Hartford, NY 13413
315.624.7300
