Branch Manager
P.O. Box 5238
Potsdam, NY 13676
toll free: 800-722-0226
fax: 315-268-0212
- See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
- We have a variety of educational and reference items under brochures. These items should keep you informed and help save you time. Please contact us if you have questions.
- Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life.
Municipal Bond Monthly (pdf)
Portfolio Management Group (pdf)
Monday Morning Musings (pdf)

