Cobblestone Capital’s strength lies in the investment services that we provide, how we deliver those services and the individual practitioners at our firm. Our services and our people have always, and will continue to, set us apart.
Cobblestone offers a wide breadth of services with portfolio management and investment consulting alone or married with our planning services. The planning team supports our institutional clients and the investment team as they navigate through the complicated tax world. We take a holistic approach to money management and help our clients better manage assets while considering any tax implications.
How we deliver these services sets us apart in our industry. Cobblestone takes a very broad approach to asset allocation through a multi asset, multi style open architecture and global perspective. We deliver completely unbiased, exceptional investment advice through our asset based fee schedule. We receive no commissions and are not transactionally motivated. We have no proprietary relationships with regard to any investment vehicles. We are agnostic concerning active and passive investments. We have structured our investment philosophy and platform to ensure that we deliver objective advice always in the best interest of our clients.
Cobblestone has placed great effort in developing an account servicing model that provides clear, concise and consolidated reporting with actionable deliverables. We ensure that our clients receive reporting that offers transparency of fees and costs and comprehensible information all in the framework of providing customized advice and counsel.
Cobblestone has created a staff culture that is deeply committed to client service. When working with Cobblestone, our clients receive the service and expertise of a team of professionals all working in our local office. We live in the same towns as the clients that we serve and are sensitive to the economic climate of upstate New York. Our team structure positions us to serve our relationships as a cohesive unit, but also allows each staff member to deliver in their own field of expertise as an independent arm of the team.