Capital Manager
your own private money manager
Do you ever wish that your investments could be privately and actively managed – not just looked in on once in a while? Then it’s time you discovered Utica Capital Manager™. We will introduce you to this asset management program that puts professional money managers in charge of your investments. At an initial interview, we will come to understand your preferred investment style, and your tolerance for risk. With this knowledge, we can help you select one of six asset allocation models and invest your money according to that allocation. Utica Capital Manager™ also ultimately connects to you to CPAs, estate planning attorneys and other advisors that can further enhance and protect your prosperity.
genuine personal attention
At Utica Capital we never reduce "wealth" to mere numbers. we know wealth is measured in the richness of family and relationships, in the achievement of lifelong goals, and in the security that comes with having made the right choices.
We work with you face-to-face, knowing that there’s nothing like personal contact. We want you to realize greater degrees of financial freedom – and with their wealth management tools, they can help you plan to extend and enhance your retirement savings.
respect for your intentions
We realize the importance of stewardship, and can help you plan to preserve and direct your wealth in accordance with your values. As we assist you to build wealth conservatively with Utica Capital Manager™, we will also show you how to plan your estate and charitable gifts for significance.
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.
