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Courier Capital for Business

Since our founding in 1967, Courier Capital has been a leading provider of customized investment management and consulting solutions for corporate clients throughout Western New York.  Our highly skilled and seasoned team of professionals and staff associates average over 25 years of investment management and client servicing experience.   Our team is big enough to deliver broad sophisticated solutions, yet small enough to deliver decidedly personal service. 
 
Please visit our website for more information:

 
 
 
 
 
 
 

Our Services

Retirement Plans

Offering a retirement plan is a significant undertaking for any employer, large or small. It demonstrates your sincere regard for your employees and 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.  At Courier Capital, we understand the challenge in creating a retirement plan.  As a fee-only, SEC Registered Investment Adviser we are a fiduciary to your plan and help ensure that the plan serves the interests of the company and its employees.  We also understand the need to tailor a plan to your needs, because no two companies are alike.  As a result, we look at the bigger picture to better understand and address what is important to you and your employees.

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.
 

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
 
 
 

Get in touch with Courier Capital