Your Investment Fiduciary
Delaware Avenue Advisors
Delaware Avenue Advisors Inc. is a Veteran-owned, New York-registered investment advisory located in Buffalo, New York. We offer fiduciary-level advisory services to individuals, families, foundations and small corporations through employee trusts. Our investment competence is derived from over twenty years experience managing retirement income portfolios and 401k trusts. Our managing director holds the designation of Chartered Financial Analyst and our firm relies on the CFA Institute Asset Manager Code of Conduct as our corporate governance.
Our Specialty Services
#1
Portfolio Management
For those investors whose investment goals go beyond simple accumulation portfolios as found in 401(k)s, our investment management services provide bespoke portfolios that focus on aggressive growth, risk-controlled growth, and income both taxable and tax-free.
While we use “robotic-mathematics” to assist in portfolio construction, our individually managed portfolios are still manually invested by human hands and judgement.
A specific focus for over twenty years has been retirement income portfolios, a unique blend of growth, income, and particularly growth of income for the retiree that uses pure, liquid securities and may include income-focused options overlay strategies.
#2
Financial Planning
Bespoke portfolio construction does not start with a one size fits all solution. We begin the process by completing a full financial plan for our client addressing both personal finance issues and goals as well as determining the client’s risk tolerance and preferred portfolio factor biases or characteristics. We invest that first dollar only with a full plan and investment policy in hand.
#3
401(k) Fiduciary Consulting
Our skill sets and fiduciary mindset make us a perfect partner as your 401(k) consultant. Our principal serves as a professor of corporate finance, investments, and personal finance. This expertise , when combined with a partnership Delaware Avenue Advisors has with the 401K Expert LLC in Rochester NY , provides a very high caliber pension and retirement plan consulting practice, with both CPAs and CFA charterholders to bring to the table for our Plan Sponsors.
Why choose Us?
Integrity, Expert Knowledge, Fiduciary Care
The CFA Code of Conduct
We hold ourselves to the highest standards of professionalism and client advocacy by adhering to the CFA Institute's Asset Manager Code of Conduct.
Continuting Education
There is no better continuing education than to be an adjunct finance professor at the local state college. Our managing director teaches corporate finance, investment management and estate planning at Buffalo State College, in addition to the customary continuing education required.
An investment firm for you!
We have no outside investors, no public shareholders and therefore no conflicts with our client family. One has to ask who the masters are in public traded, parent owned, or foreign company owned investment providers. Our clients are our only masters at Delaware Avenue Advisors.