Courier Capital Email Format

Financial ServicesNew York, United States11-50 Employees

Courier Capital is a financial services firm based in Buffalo, New York, offering independent financial advice and investment counsel. It delivers services through three core areas: wealth management, institutional management and advisory, and retirement services. In wealth management, the firm designs tailored plans to optimize wealth preservation, growth, and legacy planning, integrating tax-efficient investing, risk management, and estate planning.

For institutional clients, Courier Capital provides discretionary investment management with a risk-controlled approach and transparent portfolio reporting, supporting foundations, endowments, and corporate accounts with asset allocations and portfolio solutions aligned to investment and spending policies. In retirement services, it assists plan sponsors of 401(k), 403(b), and deferred compensation programs with independent investment selection and monitoring, service provider due diligence, fee negotiation, and participant education and support. The firm traces its history to more than fifty years in operation and recently expanded with a new office in Sarasota, Florida; advisory services are provided through Courier Capital, LLC, an SEC-registered investment adviser.

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