Alesco Advisors is your trusted partner for wealth and investment management, asset allocation, OCIO services, and retirement plan consulting. We were founded in 2000 and are an independent, SEC-registered firm with offices in Rochester and Buffalo, NY. Alesco provides comprehensive investment solutions for endowments, foundations, retirement plans, as well as high net worth families.
Alesco Advisors LLC
Tobey Village Office Park
120 Office Park Way
Pittsford, NY 14534
585.586.0970
External link for Alesco Advisors LLC
Tobey Village Office Park
120 Office Park Way
Pittsford, NY 14534, US
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Risk management is among the most important services expected of an investment advisor. Do you know how your advisor manages risk? In the second post of a multi-part series, I explain how the Alesco Advisors LLC philosophy and strategy inform our risk management practices to help our family and institutional clients achieve their important financial goals.
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What would a Buffalo Bills Super Bowl appearance mean for Western New York? Everything! But, of course, there’s more to the story. I had a fun time on WXXI Public Broadcasting Council's Connections with Evan Dawson exploring what a trip to the title game might mean for our region from an economic standpoint. Listen to me and my Alesco Advisors LLC colleague/fellow Bills fan Doug Emblidge discuss the potential implications of our beloved team fulfilling their championship hopes and dreams. Go Bills.
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On August 18th, 1986, I’d just transitioned from news reporter/anchor to sports director at WOKR in Rochester, now 13WHAM. The big sports story that first day was Jim Kelly signing to play with the Buffalo Bills, after initially refusing to play in the city that would become his home. I was privileged to cover the team’s rise from the ashes but returned to my home in news as my friend Mike Catalana took over and covered the Bills run of four straight Super Bowl appearances. While I’m two years into a new career at Alesco Advisors, and 35 years removed from my last sportscast, it was great fun to be among the guests on WXXI’s “Connections” with Evan Dawson, including my Alesco colleague Eric Morris, to discuss what a return to the Super Bowl would mean for Bills fans and Western New York.
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Inflation presents unique challenges for nonprofit institutions. In a recent Rochester Business Journal article, I share research-backed strategies for protecting endowment and foundation investment portfolios against inflation risk. Alesco Advisors LLC
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Had a great time at the Rochester Business Journal's Forty Under 40 event! It was an honor to be included in the 30th anniversary edition of this award alongside others who are helping to make our community the best it can be. I'm grateful to my family for supporting me always and coming out to celebrate with me in person. Thanks also to the incredible team at Alesco Advisors LLC for giving me the platform to help others make practical sense out of complex issues in markets and the economy (while my world-famous touring saxophone player plans are on hold). Looking forward to what's next! #RBJevents
In our latest Waterwheel post, Justin Sansone MBA, CPA, AIF® shares some exciting updates to 529 plans that give families far more flexibility when educational plans shift.
The SECURE 2.0 Act now allows families to roll unused 529 college savings into Roth IRAs, adding flexibility to long-term financial planning. Effective in 2024, this provision transforms 529 plans from solely educational tools into potential retirement savings vehicles, offering flexibility for families when educational plans shift. https://lnkd.in/gjrrzGiv
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Attention CPAs! I’ll be presenting at this year’s NYCPA - The New York State Society of CPAs Business and Industry Conference on October 30th, where I'll be discussing current issues in capital markets and the economy. Registration info is included in the post below - check it out!
The Business and Industry Conference will address technical issues and the evolving roles of CPAs in Industry, preparing them for a future of innovation, automation, upskilling, and reskilling. Speakers: Greg Altman Cory B. — MMB + CO Isabella Hoed de Beche — RSM US LLP Tom Hood, CPA,CGMA,CITP — Association of International Certified Professional Accountants Suzanne M Jensen, CPA, CGMA — The Business Council of New York State, Inc. Frank Kerbein — The Business Council of New York State James McGlothlin — RSM Eric Morris, Ed.D. — Alesco Advisors LLC Timothy Noonan — Hodgson Russ LLP Kathy Ortiz Marcey Rader, CSP® — RADER Nathaniel T. — MMB&CO Beth van Bladel — CFO For Hire a division of BST & Co. CPA's Igor Yezhov — RSM US LLP Register to attend virtually or attend in-person at one of our convenient locations listed below: Buffalo Chapter Satellite> nysscpa.org/bibc24 Manhattan/Bronx Chapter Satellite> nysscpa.org/bimb24 Northeast Chapter Satellite> nysscpa.org/binc24 Rochester Chapter Satellite> nysscpa.org/birc24 Suffolk Chapter Satellite> nysscpa.org/bisc24 Westchester Chapter Satellite> nysscpa.org/biwc24 hashtag#CPA hashtag#CPE hashtag#nysscpa
Eric Morris, Ed.D. dives deep into our investment philosophy at Alesco Advisors in the first of his multi-part series. Learn more!
An investment advisor should have a clear philosophy that is consistent with their strategy and practices. Do you know your advisor’s investment philosophy? In this first post of a multi-part series, I explain our belief at Alesco Advisors LLC that following empirical evidence gives our clients the highest probability of achieving their goals.
Our team was honored to meet Chaz Bono, the featured speaker at last week's East House Hope & Recovery Celebration. The event's proceeds directly support East House in providing vital housing and recovery services to individuals overcoming mental health and substance use challenges. We deeply appreciate the incredible work you do to uplift our community!
Andrew Kay, AIF® shares the benefits of a Multiple Employer Plan (MEP) in the latest Waterwheel post, including simplified retirement plan management, potentially lower costs, and reduced fiduciary risk. It's a great read!
In our latest Waterwheel post, I explore how Multiple Employer Plans (MEPs) can simplify retirement plan management, potentially lower costs, and reduce fiduciary risk by pooling resources with other employers. Plus, MEPs offer the flexibility to tailor solutions for each company’s needs. Check it out to learn more about MEPs, or feel free to reach out to me directly for more information! https://lnkd.in/euDaUwRE