A critical component of effective investment management is understanding that the financial markets are anything but predictable. That is why we use a disciplined approach of diversifying our clients’ investments based on long-term fundamental analysis of the global financial markets, instead of focusing on recent short-term trends. This approach will provide you with the opportunity to achieve your long-term investment goals while minimizing volatility.

At WNY Asset Management, our investment management team knows that each client is unique, each investment profile dynamic in its own way. That’s why all client relationships start with a face-to-face meeting.

We design and manage traditional investment portfolios as well as ones that are Tax-Sensitive and Socially Responsible.

Partner, Head of Investment Committee

Understanding Risk Tolerance

Investment advisors at WNY Asset Management won’t simply diversify your portfolio without understanding who you are and what you are trying to accomplish. We’ll analyze your risk tolerance, and make sure that your money is placed in the right investments. Whether we are helping to manage Retirement Plan Rollovers, Traditional and Roth IRA’s or Non-Retirement Accounts, we want you to be able to sleep at night and not worry about investment returns.

High amounts of volatility can create fear and/or greed in an investor’s mind. Those two emotions can reduce your potential for earning the returns that you will need to achieve your goals. Our approach is to build a custom plan that works for you, be there when you have any questions or concerns, and help to guide you on your investments. 

Navigating the Investment Management Process

Are you confused about what your Retirement Plan Rollover means? Unsure how to maximize your Traditional or Roth Individual Retirement Account (IRA)? We can help answer questions and build custom plans that work for you.

Socially Responsible Investing

We believe that most companies deliver a net benefit to society, through their products and services, creation of jobs and the sum of their behaviors. We choose investment partners that invest in companies that operate in a manner that is consistent with or promote environmental sustainability and resource efficiency, respect human rights, are accountable, and are transparent in their governance. In summary, we want to invest in companies whose activities improve societal outcomes, including those that will affect future generations.

Ready to take the first step in working with us? Contact an advisor today to discuss our investment management philosophy in more detail, and begin the relationship essential to successfully navigating the markets.

Trusting your financial team is important