Morgan Management

Alesco Advisors LLC is an independent, employee-owned SEC registered investment advisor (RIA) based in Pittsford, NY. With over 20 years of experience, Alesco focuses on helping clients grow their assets and achieve their financial goals through their expertise in strategic asset allocation and portfolio construction. They offer a range of services for families, individuals, and institutions, including investment management for taxable accounts, retirement accounts, estates, trust accounts, foundations, endowments, and corporate taxable accounts. Alesco's client-first ethos is guided by their corporate emphasis on service, integrity, and value, ensuring quality service and investment solutions tailored to meet their clients' needs.Generated from the website

Main Content CEPHAS CAPITAL Cephas Capital was founded in July of 1997 and was approved for a license to operate as a Small Business Investment Company ( SBIC ) in March of 1998. Cephas was organized with $10 million of private capital contributed by six Upstate NY community banks and the general partners. The SBIC license also provides Cephas with access to up to another $30 million of funding from the SBA, generating a total capital pool of $40 million. Since 1997 Cephas has been seeking opportunities to help owners of small and medium sized privately held companies fund rapid growth, recapitalize their businesses or provide financing for management- led ownership changes. Through the end of 2009, the partnership had invested more than $64 million in 43 deserving small businesses located primarily in Upstate New York. The businesses funded by Cephas employ more than 5, 000 people and contribute more than $700 million annually to the economic output of the region.

Financial Management Associates (FMA) is a Pittsford, NY-based firm that offers comprehensive Controller and CFO services to growing companies, emphasizing hands-on involvement and strategic leadership. With a proven track record of success with over 35 Rochester area companies, including many from the Rochester Top 100, FMA is dedicated to enhancing operational financial management and ensuring the financial success of owner-managed businesses. In addition to their core services, FMA provides specialized management assistance on a project basis, covering areas such as business strategy, financial planning, and mergers and acquisitions. Their commitment to flexibility and tailored solutions allows them to adapt to the evolving needs of their clients, ensuring sustained growth and success. Generated from the website