Jacob Karl CPA

At Rockbridge, we provide straightforward, rock-solid, fee only investment advice in terms you can understand without unnecessary costs or complexity. We're a fee-only financial advisor, so there's never any conflict of interest. And we insist on complete clarity at Rockbridge-after all, you can't be confident about your decision if we aren't speaking your language

Disciplined Capital Management is an independent registered investment advisor based in Syracuse, NY, with nearly $500 million in assets under management. With a team that brings together extensive experience from corporate, financial, academic, and not-for-profit circles, the firm applies a disciplined, proven, and responsible investment philosophy to serve the unique needs of institutions, foundations, and endowments. Their investment approach is grounded in academic research, focusing on capital markets' long-term performance, risk allocation among asset classes, and constructing portfolios with specific expected return-risk characteristics at the lowest cost. Led by Robert J. Ryan, Ph.D., who has over twenty years of experience in corporate finance and academia, the team at Disciplined Capital Management is committed to designing and developing investment ideas that align with their clients' financial portfolios. Craig Buckhout, with a background in corporate finance, applies institutional investment principles to help clients achieve their goals, regardless of the size of their portfolio. Adam Gagas, with expertise in fundamental investment research and asset management, brings over 15 years of experience in analyzing companies across various market sectors and industries. Sharon Craig, the Director of Client Relations and Chief Compliance Officer, joined the firm with over thirty years of banking experience, ensuring strong client relationships and compliance with regulations. Generated from the website