Investment Concepts

Sterling Capital Management LLC is a team of 152 experienced investment and client service experts overseeing $86 billion in assets under management as of December 31, 2021. The firm's seasoned professionals are dedicated to providing top-notch financial solutions and managing assets for their clients with precision and expertise. Generated from their website's infomation

Lipe & Dalton is a Syracuse-based investment firm founded by two highly qualified professionals who hold the esteemed Chartered Financial Analyst (CFA) designation, demonstrating their expertise and commitment to ethical standards. With a focus solely on managing clients' money, they offer separately managed portfolios that provide greater control and potential tax efficiency, resulting in above-average returns with reduced risk. Operating with complete transparency and accountability, Lipe & Dalton safeguards investments while utilizing state-of-the-art technology to monitor and optimize portfolios. Co-founder Willard C. Lipe, III, brings extensive experience as a Senior Portfolio Manager for HSBC Bank USA, managing assets exceeding $250 million, while Patrick M. Dalton, also a co-founder, has a background in Electrical Engineering and holds an MBA from Syracuse University. Together, their dedication to research, risk management, and non-traditional investment approaches has consistently delivered outstanding results for their clients.Generated from the website

Since 1982, OMC Financial Services has provided personal attention and expert consultation for retirement planning, estate planning and investment management in Syracuse, NY. OMC Financial Services’ fee-only investment advisors will develop an asset management strategy to achieve your personal go...