Courier Capital LLC
Courier Capital LLC is a registered investment adviser headquartered in Buffalo, NY, with additional offices in Rochester, NY, Jamestown, NY, and Pittsburgh, PA. Founded in 1967, the firm is one of the largest wealth management and investment advisory firms in Western New York, now strengthened further by a 2023 merger with HNP Capital. Courier Capital provides customized investment management, retirement planning, financial consulting, and related advisory services for individuals, families, businesses, institutions, non-profits, and retirement plans. As an affiliate of Five Star Bank, it focuses on fiduciary excellence and tailored solutions. The firm employs approximately 23-25 professionals specialized in investment and financial planning, and serves over 2,000 client accounts.
Investment Strategy
Courier Capital LLC focuses on customized investment management rooted in comprehensive research and a consultative approach, prioritizing fiduciary duty and independent guidance. The firm adopts tailored portfolio construction and ongoing review, utilizing both equity and fixed-income strategies based on client goals, risk tolerance, time horizon, and asset allocation preferences. It emphasizes diversification, long-term wealth preservation, growth, and legacy planning, serving a diverse clientele including individuals, retirement plans, nonprofits, and institutions. Their investment philosophy centers on low-cost, tax-efficient portfolios, and regular client communication, with a full suite of financial planning and consulting services.
Top Holdings
Equity Positions (384)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 6.81% | $112.2M | 1,019,483 | $49.21 | $110.10 | +$16.9M |
I IVV | ISHARES TR | 4.63% | $76.3M | 122,837 | $220.75 | $620.90 | +$6.2M |
I IVE | ISHARES TR | 3.52% | $58.1M | 297,095 | $76.99 | $195.42 | +$1.3M |
A AAPL | APPLE INC | 3.35% | $55.2M | 269,167 | $50.07 | $205.17 | -$5.7M |
S SPYG | SPDR SERIES TRUST | 2.87% | $47.3M | 495,785 | $61.87 | $95.32 | +$10.0M |