About Utica Capital Management
For over thirty years, the people of Utica Capital Management Corporation have endeavored to meet the various needs of their clients. Clients have entrusted us with the management of hundreds of millions of dollars. Our goal is to grow our clients’ assets to provide homes, education, retirement, and ultimately a legacy for their families and their charitable interests.
We seek to maximize client portfolios and assets through established relationships with over one hundred-fifty different financial institutions and hundreds of various financial products.
Utica Services
Full Brokerage Services
Investment Advisory Services
401k and IRA Rollovers
401k Advisory services
Insurance products and advice
Income Planning
Retirement feasibility studies
We offer a wide range of services from rolling over your retirement account to managing a your entire investment portfolio our team at Utica Capital is ready and willing to help you.
