Your Trusted Advisors for
Portfolio Management
As the Chittenden Group we have a dedicated Financial Services team who will assist you in determining the appropriate asset allocation decisions for you. We are able to access decades of experience to create comprehension wealth management strategies that are tailored to your unique goals. Our Financial Services team have the technical and analytical skills to do the research and create a portfolio for you that takes into account diversification, tax efficiencies, risk mitigation, capital preservation and long-term growth.
One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. At the Chittenden Group we believe that effective portfolio management helps implement your overall financial strategy. It allows you to make the most efficient use of resources and understand the benefits of each of your investments. Thus, whether you choose active investing or a more passive approach, our team is here to help guide you toward your investment goals.
Our goal is to help meet your objectives through the design and management of your portfolio. Our clients look to us for asset management services that are customized and strategic and backed by experience based recommendations.
Contact our Financial Services team today and experience the Chittenden Difference.
*Securities offered through LifeMark Securities Corp.
400 West Metro Financial Center
Rochester, NY 14823
585-424-5872
Member FINRASIPC
Chittenden Group is not affiliated with LifeMark Securities Corp.
Please be advised that neither I nor LifeMark Securities can execute instructions regarding trading or distributions that are left by any means other than speaking directly with a registered representative.
The commentary on this website reflects the personal opinions, viewpoints, and analyses of Chittenden Group, and should not be regarded as a description of advisory services provided by LifeMark Securities or performance returns of any LifeMark Securities client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. LifeMark Securities manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
