Lipe & Dalton

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103 E Water St Ste 305
Syracuse, NY 13202
+1 (315) 428-8585
https://lipeanddalton.com

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.

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