518.720.3333Troy, NY
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518.306.6268Saratoga Springs, NY
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Investment Management

When we manage our clients’ portfolios our goal is to maximize their risk adjusted return.  This requires us to consider the risk component of an asset allocation as well as the return potential of a portfolio.

Our core principles are investment management through broad diversification with active portfolio management done in a disciplined, quantitative manner.

Bouchey