Updated October 02, 2023
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Courier Capital

Investment Advisor Firm
Total assets under management$1.9B
Years in business57+

About Courier Capital

Courier Capital, LLC, boasting a history of over five decades, is a prominent independent investment advisory firm. Their services revolve around three primary client solutions:

  1. Custom Investment Management: Courier Capital tailors investment management solutions, encompassing traditional assets like bonds, domestic equities, foreign securities, and even alternative asset classes such as real estate and commodities.
  2. Investment Consulting Services: They provide comprehensive investment consulting for clients utilizing multiple investment managers, ensuring quality monitoring and designing appropriate asset allocations.
  3. 401(k) / Retirement Plans: Whether for startups or existing 401(k) plans, Courier Capital offers independent investment advice, devoid of proprietary mutual funds and bias. Their programs aim for diversification without complexity, catering to a wide range of investor profiles.

As one of Western New York's largest registered investment advisory and wealth management firms, Courier Capital serves individuals, families, businesses, retirement plans, institutions, and non-profits. Their approach involves goal identification, customized investment planning, asset allocation, manager selection, ongoing monitoring, and comprehensive reporting. Rooted in comprehensive research and a commitment to fiduciary excellence, their merger with HNP Capital in 2023 has further enhanced their service offering, solidifying their position as a leading advisory firm in the region.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Retirement Planning
  2. Investment Management
  3. Investment Planning

More about Courier Capital

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
28248512

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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