For over 150 years, we have been providing investment management services to high-net-worth individual and institutional clients.
We have assembled one of the most seasoned teams in the business, with nearly 200 years of combined wealth management experience. Our assets under management have continued to grow at a dramatic pace, making us one of the largest investment organizations in Upstate New York and extending our operations across the entire state. This history of stability, expertise, and expansion enables us to provide you with more choices, more flexibility and more personalized service.