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About Us

After working for years in large corporations with limited options, we chose to take another path that would allow clients to generate positive returns in more efficient, cost-effective ways. We founded our firm in 2013 on a foundation of trust and transparency with a belief that clients’ needs are the most important component in our business.

Situated in historic Auburn, New York, we appreciate the value of the long perspective. We have the patience and discipline to find solutions for the complex financial situations you encounter in your businesses, your non-profit organizations or your families.

As discretionary portfolio managers, we create portfolios based on our extensive experience and a desire to do what’s best for you. We have honed our judgment over multiple volatile and calm cycles. We don’t offer packaged products. We build portfolios that adapt as your needs change and we consistently review their performance and make adjustments as necessary. Using technical and fundamental research techniques, we tirelessly evaluate the most effective strategies for meeting your goals.

Our deepest satisfaction comes from helping you gain financial independence. Our dedication to your financial prosperity drives our performance.