Courier Capital

Courier Capital has been a trusted source of premier independent financial advice and investment counsel for over five decades. Our tailored solutions revolve around three key areas: Wealth Management: Our financial planning process is designed to provide tailored strategies to optimize wealth preservation, growth, and legacy planning. We design a comprehensive roadmap that integrates tax-efficient investment strategies, risk management techniques, and estate planning solutions. Institutional Management and Advisory: We offer discretionary investment management personalized to client needs, with a risk-controlled approach and comprehensive, transparent portfolio reporting. We cater to institutional clients by offering independent oversight and assistance in designing appropriate asset allocation strategies and tailored portfolio management solutions that align with the investment and spending policies of each client we work with, whether a foundation, endowment, or corporate account. Retirement Services: Whether serving startups or existing plans, we offer the expertise, resources, and technology to customize programs to meet a plan sponsor’s specific needs. Our services for 401(k), 403(b) and Deferred Compensation plans include independent investment selection and monitoring, service provider due diligence and fee negotiation, and participant education and support. Advisory Services offered through Courier Capital, LLC, an SEC Registered Investment Adviser.