our clients

We’re interested in interesting people.

We love learning about our clients’ families and lives, and our clients love that we take such interest in what fulfills them and what keeps them up at night, outside of their portfolios.

We have a long history of helping institutions with unique stories and unique mandates, not dissimilar from the individuals we work with.

We hit it off with individual-like organizations.

We consider ourselves “uncertainty killers.”

Life has enough unknown variables to navigate. Build a team to solve for the unknowns for you. Build a team to plan for you before an issue becomes top of mind because often, that is too late.

Our Individual Clients

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in transition

Whether selling a business, navigating a divorce or family death, or approaching retirement, we specialize in taking the lead during these times of challenging questions and big decisions.

in retirement

Replacing traditional income streams with portfolio income is our bread and butter. We love partnering with individuals during this time in which financial decisions are just one piece of a new, rewarding, and yet sometimes intimidating puzzle.

emerging wealth

Some people are just beginning to build for a financially secure future, and they are often overlooked in the financial advisory space. We commend this group of individuals whose time horizons are long and potential is limitless.

The needs of the ultra wealthy are especially unique. We evaluate and screen venture investments, assist on feasibility studies for project finance, research real estate, and help them make board decisions.

Our Institutional Clients

mission-driven organizations

We have decades of experience working with non-profits whose values and mission are of utmost importance to them.

small businesses

Running a small business comes with its own challenges and needs for strategy, whether that’s investing excess cash or managing a 401k plan.

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self insurance trusts

We ensure that your actuarial outflows are met by portfolio cash flows through appropriate asset-liability matched bond portfolios.

We’d love to hear
from you.

[email protected]

(585) 325 4140

120 East Avenue, Rochester, New York 14604