Our Services

Investment Management

The only good portfolio is one that fits the needs of the investor. Any good result will directly manifest from a solid understanding of goals, objectives & risk tolerances. Courier Capital begins by listening. A thorough understanding forms the foundation upon which can be built a proper asset allocation and investment selection process. Read more

Investment Consulting

Courier Capital offers a customized approach to define and implement a suitable, customized investment strategy. We create portfolio solutions that are more individualized and suitable than the typical "product" solutions offered today. We build the investment process around the organization—its investment objectives, its time frame and its comfort with risk. By understanding the organization's needs, we can construct a customized investment plan that endures in different market environments. Read more

Retirement Plans

Offering a retirement plan is a significant undertaking for any employer, large or small. It demonstrates your sincere regard for your employees, your concern about their future. It reflects your generosity — even if you don't match their contributions, you commit considerable time, effort and resources to establish and manage the plan. And because the laws governing your retirement plan are complicated, it also imposes substantial responsibility. Read more


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