We provide professional investment management services

Accounts For Individuals:
	Taxable Portfolios
	Retirement Accounts
	Trusts
	Estate Accounts
Accounts For Businesses:
	Corporate Cash Accounts
	Retirement Plans
Accounts for Not-For-Profit Organizations:
	Endowment Accounts
	Capital Accounts
	Cash Accounts
	Retirement Plans

24B Grove Street, Pittsford, NY  14534
Tel: (585) 248-9821