Portfolio Management
Strategic Investing Built Around Your Goals
A well-managed investment portfolio is more than just a collection of assets — it is a roadmap for achieving your financial future. At The Chittenden Group, our dedicated Financial Services team helps clients make informed asset allocation decisions designed to support long-term growth, capital preservation, and financial stability.
By combining decades of experience with disciplined research and analysis, we build portfolios that reflect your goals, risk tolerance, and time horizon — ensuring every investment works together as part of a complete strategy.
The Chittenden Difference
Customized Strategies
Every portfolio is built around your specific goals, financial situation, and risk tolerance.
Experience-Driven Decisions
Our team brings decades of market insight and research-based analysis to every investment strategy.
Ongoing Management
We don’t just build your portfolio — we actively monitor and adjust it as your needs and markets evolve.
Trusted Financial Partners
Clients rely on Chittenden for disciplined, thoughtful portfolio management backed by experience and integrity.
Regulatory & Investment Disclaimer
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.
*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.
Let’s Review Your Portfolio Management Options Today
203-723-7447
Phone Number