Alesco Advisors, LLC

120 Office Park Way
Pittsford, NY 14534 | View on Google Maps

Company Overview: Alesco Advisors, a registered investment advisor (RIA), is your fiduciary partner for high net worth and institutional wealth management.

Company Description: Alesco Advisors is an employee-owned, SEC-registered investment advisor (RIA) headquartered in Rochester, NY. The firm offers a variety of services for high-net-worth families, individuals, and institutions, including comprehensive wealth planning, investment advisory services, relationship management, and philanthropic services. The firm operates on a fee-only basis. The firm’s core philosophy emphasizes asset allocation as the primary driver of investment returns. Alesco works to establish appropriate asset class weightings, optimize diversification, reduce risks and costs, and rebalance client portfolios as needed.

Company History: Alesco Advisors LLC is an independent, employee-owned, SEC-registered investment advisor (RIA). Founded in January 2000, Alesco set out to change the landscape of the investment management business, where issues such as conflicts of interest, overly risky portfolios, high costs, and poor performance have plagued the industry for decades. Now, after 20 years, our focus and expertise as an independent, index-centric RIA is both significant and unique within the industry.

Company Year Established: 2000

Contacts

Andrew Kay

Erin Philipson

Member Since: 2023

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	(Date: 12/22/2024)