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Investment & Portfolio Management

We prioritize balance in our investment management services, aligning your financial strategies with your life goals.

An Investment Portfolio Built For You

Our in-house CFA’s (Chartered Financial Analysts), trading department and investment committee diversify and segment your portfolio across various account types based on risk levels and industry sectors, shaping decisions based on your risk tolerance.

Let’s Review Your Portfolio

Your In-House
Investment Team

  • Chartered Financial Analysts (CFA’s)
  • Trading Department
  • Investment Committee

A Proactive Approach to Investment Management

  • Individual Stocks and Bonds
  • Disciplined Re-Balancing
  • Advice on Outside Accounts
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Business Hours

  • Monday - Friday
  • 7:30 a.m. to 5:30 p.m.

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Locations

  • JGUA Headquarters
  • 343 Daniel Zenker Drive Horseheads, NY 14845
  • 800-936-3785
  • 607-936-8361
  • Rhinebeck, NY Branch Office
  • 20 East Market Street, Rhinebeck, NY 12572
  • 866-819-5046
  • Charlotte, NC Branch Office
  • 5955 Carnegie Blvd., Suite 100 Charlotte, NC 28209
  • 800-936-3785
  • Corning, NY Office
  • 51 E. Market St. Corning, NY 14830
  • 607-936-3785

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