Assets Under Management: $300 mm

Location: Syracuse , NY

Investment Philosophy:

Our investment philosophy, captured in the following statements, underlies all we do:

•  Virtually all long-term performance is explained by a strategic asset allocation.

•  Few investment professionals "beat the market" over the long term either by selecting undervalued assets within market sectors or by altering allocations among these market sectors.

•  Security selection is a matter of constructing portfolios that provide the most diversification within a particular asset class at the lowest cost.

•  Superior performance is the result of a dynamic process that includes periodically measuring results in a straightforward and understandable way.