Courier Capital, LLC

For over five decades, Courier Capital, LLC has provided premier independent investment advice and financial counsel to a diverse client base. The services we offer are centered around three main client solutions: Custom Investment Management Courier Capital, LLC offers clients a tailored investment management solution that encompasses not only the traditional asset classes of bonds and domestic equities, and foreign securities, but can also include alternative asset classes such as real estate, and commodities. Investment Consulting Services Our investment consulting service was created to meet the needs of clients who employed multiple investment managers, but needed independent monitoring of the quality of the managers and assistance in designing an appropriate asset allocation for their specific situation. We have invested in the technology necessary to deliver a comprehensive consulting service that examines the universe of mutual funds as well as independent investment management firms. 401(k) / Retirement Plans Whether it is a start up or an existing 401(k) plan, Courier Capital has the experience, resources, and technology to tailor a program specific to the needs of you and your employees. Courier Capital provides truly independent investment advice. We do not manage proprietary mutual funds and we do not receive compensation from mutual fund companies. Since we do not have a vested interest in any fund or fund family, you can be assured that our investment selections are driven by what is best for you and your employees. Our investment programs are designed to be diversified, but not complicated. The intention is to meet the needs of a wide range of investor profiles without causing an overload of investment choices. We have preferred partners who work with us to deliver fully bundled retirement plan solutions, or we can work with your existing plan service provider.