Welcome to our Jamestown Office
Courier Capital | Registered Investment Adviser
What We Deliver
Investment Advisory
Active and passive investment strategies tailored to client needs, as well as risk-controlled investment management with comprehensive, transparent portfolio reporting.
Wealth Management & Planning
Comprehensive financial and estate planning for individuals and families using the most sophisticated strategies and planning tools in the industry.
Retirement Plan Fiduciary Oversight
Services for 401(k), 403(b), and Deferred Compensation plans that include independent investment selection and monitoring, service provider due diligence and fee negotiation, and participant education and support.
Institutional Asset Management & Consulting
Customized portfolio management that aligns with the investment and spending policies of the institution whether it be a foundation, endowment or corporate account.
Local Leadership
James Iglewski
President
Jason Stronz
Senior Managing Director - Institutional Services
