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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:
- 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.
- Investment Consulting Services: They provide comprehensive investment consulting for clients utilizing multiple investment managers, ensuring quality monitoring and designing appropriate asset allocations.
- 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
Regulatory filings
Areas of specialty
- Retirement Planning
- Investment Management
- Investment Planning
More about Courier Capital
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 282485 | 12 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Courier Capital.