Delaware Avenue Advisors Inc. is a New York-registered investment advisory firm located in Buffalo, New York. With over twenty years of experience managing retirement income portfolios and 401k trusts, their veteran-owned firm offers fiduciary-level advisory services to individuals, families, foundations, and small corporations through employee trusts. They specialize in portfolio management, financial planning, and 401k fiduciary consulting, providing bespoke portfolios tailored to clients' investment goals and risk tolerance.
Delaware Avenue Advisors prides itself on its integrity, expert knowledge, and fiduciary care, adhering to the CFA Institute's Asset Manager Code of Conduct. With no outside investors or public shareholders, their clients are their only masters. Their managing director, who holds the Chartered Financial Analyst designation, also serves as an adjunct finance professor, ensuring a commitment to continuing education and staying up-to-date with the latest industry practices. Clients have praised their excellent financial advice, high level of integrity, and clear investment choices.
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