Investment Management
Our Investment Management Services Include:
Discretion
Time is one of your most precious commodities. Having discretion empowers us to make decisions on your behalf that are consistent with your goals and risk capacity. This relationship allows us to act quickly to deploy our wisdom and experience to grow your assets.
Managed Accounts
The greatest advantage of this platform is simplicity: we prosper as you prosper. In lieu of charging a commission per transaction, we charge a fee based on a percentage of your total assets. This minimizes conflicts of interest and allows you to receive objective guidance. Your assets are held directly with National Financial Services (NFS), a wholly-owned subsidiary of Fidelity Investments.
Socially Responsible Investing
Also known as “ESG,” “Green,” “Sustainable” or “Socially Conscious” investing, we can ensure your values and investments are aligned through the use of proven research that seeks to consider both financial return and social good.*
Choice and Flexibility
You have the ability to choose how you want to engage us. Our most preferred method is a traditional assets under management arrangement, where we’re compensated based on a percentage of the assets under our care, or a consulting arrangement, where we can advise you on assets not in our custody.
Portfolio Design
We utilize a vast array of securities including institutional-level mutual funds, ETF’s, stocks & bonds, options, and specialized alternative investments.
Model Management
Through our streamlined model management process, we are able to efficiently monitor and manage our client’s portfolios on a daily basis. Using our deep research analytics we build portfolios to fit our client’s financial planning needs. This allows our team to spend more time servicing our clients.
*Investments are subject to risk, including the loss of principal. Environmental, social, and governance (ESG) criteria is based on a set of non-financial principles in addition to financial principles used to evaluate potential investments. The incorporation of non-financial principles (i.e. social, environmental, political) can factor heavily into the security selection process. The investment’s ESG focus may limit the investment options available to the investor. Past performance is no guarantee of future results.
Our Difference
Our wealth of experience, paired with our personal touch gives our clients the momentum to achieve their dreams.
Professional Advice.
One Click Away.
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
CenterBridge Planning Group
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
© 2024 CenterBridge Planning Group
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
CenterBridge Planning Group
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
© Copyright 2014 - 2024