Courier Capital

There's no better time than now to talk to Courier.

Since 1967, Courier Capital has been a Western New York provider of choice for customized investment management, retirement planning, and consulting services.  Our clients include individuals, businesses, institutions, and foundations.  We are dedicated to providing the broadest independent and objective investment solutions available.  Our clients' interests will always come first.  These values align very well with our new partner, Financial Institutions, Inc. and will enhance our service to both respective client groups.  Through the relationships with Five Star Bank, Five Star Investment Services, Five Star Affinity Insurance Agencies, and Scott Danahy Naylon, we are positioned to meet every need of every client.

Please visit our website for more information: http://www.couriercapital.com/.

Our Services

Investment Management

The only good portfolio is one that fits the needs of the investor.  Any good result will directly manifest from a solid understanding of goals, objectives & risk tolerances.  Courier Capital begins by listening.  A thorough understanding forms the foundation upon which can be built a proper asset allocation and investment selection process.  Read more

Investment Consulting

Courier Capital offers a customized approach to define and implement a suitable, customized investment strategy.  We create portfolio solutions that are more individualized and suitable than the typical "product" solutions offered today.  We build the investment process around the organization - its investment objectives, its time frame and its comfort with risk.  By understanding the organization's needs, we can construct a customized investment plan that endures in different market environments.  Read more

Retirement Plans

Offering a retirement plan is a significant undertaking for any employer, large or small.  It demonstrates your sincere regard for your employees, your concern about their future.  It reflects your generosity - even if you don't match their contributions, you commit considerable time, effort and resources to establish and manage the plan.  And because the laws governing your retirement plan are complicated, it also imposes substantial responsibility.  Read more

Investment products are:
NOT INSURED BY THE FDIC | NOT A BANK DEPOSIT, BANK OBLIGATION, OR GUARANTEED BY THE BANK | SUBJECT TO INVESTMENT RISK, INCLUDING POTENTIAL PRINCIPAL LOSS