Trusted financial guidance since 1967.

Courier Capital Team

 

Courier Capital has been a trusted source of premier independent financial advice and investment counsel for over five decades. As one of the largest registered investment advisory and wealth management firms in Western New York, our credentialed financial planning and investment professionals provide customized planning for individuals and families, businesses, retirement plans, institutions and non-profits. Our independent guidance is rooted in comprehensive research, deep experience and a commitment to fiduciary excellence.

Our Services

 

Retirement Services

Whether serving startups or existing plans, we offer the expertise, resources, and technology to customize programs to meet a plan sponsor’s specific needs. Our services for 401(k), 403(b) and Deferred Compensation plans include independent investment selection and monitoring, service provider due diligence and fee negotiation, and participant education and support.
 

Wealth Management & Planning

Our financial planning process is designed to provide tailored strategies to optimize wealth preservation, growth, and legacy planning for our clients. We design a comprehensive roadmap that integrates tax-efficient investment strategies, risk management techniques, and estate planning solutions that are aligned to your unique financial goals.
 

Investment Advisory

Active and passive investment strategies tailored to client needs, as well as risk-controlled investment management with comprehensive, transparent portfolio reporting. Faced with mounting choice and swifter, more volatile markets, the need to define and implement a suitable, customized investment strategy has become a necessity.

News & Insights

Private Equity in Defined Contribution Plans – Executive Order Summary

By James Iglewski, President of Courier Capital on
President Trump's executive order, signed on August 7, 2025, directs federal agencies to revise rules for defined-contribution retirement plans (like 401(k)s and 403(b)s) to make it easier to offer alternative investments such as private equity, real estate, and cryptocurrencies.
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Man and woman staring at a computer.

Benchmark Construction for Endowments and Foundations

By Jason Stronz, Sr. Managing Director & Head of Institutional Investments on
Standard equity and bond benchmark indices often fall short in evaluating institutional portfolios. Discover how custom benchmarks, aligned with investment policy, spending needs and risk tolerance, can drive more accurate and insightful performance evaluation. Featuring numerous industry sources with established research and practical examples.
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Importance of Retirement Savings: Lessons from How America Saves and Beyond

By "Rebecca Westervelt, Sr. Managing Director & Head of Retirement Services" on
Retirement saving is no longer optional, it’s essential. A June 25, 2025, Investment News article, “Who’s still falling behind?”, highlights key gaps in retirement readiness despite record 401(k) participation, based on Vanguard’s How America Saves 2025 report covering nearly five million savers.
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