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The Armbruster Capital Management News & Education section of our website incorporates articles and newsletter specifically geared towards issues that our clients are facing today.

    We employ portfolio construction techniques that allow us
    to manage risk without sacrificing return potential.

    INDIVIDUAL SERVICES

    We employ a no-nonsense approach that focuses on generating the best return net of fees and taxes.
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    INSTITUTIONAL SERVICES

    Our strategies are based on research produced in the academic field.
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    CORPORATE SERVICES

    We help clients enhance their fiduciary obligations while reducing costs and improving performance potential.
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    Welcome to Armbruster Capital Management

    Meet Tarryn… She is likely to be the first person you’ll talk to at Armbruster Capital Management. Tarryn will assess your needs and direct you to the person who can assist you most effectively and efficiently. Stop by the office, and meet her in person.

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    Exceptional Client Service

    Exceptional Client Service

    We pride ourselves on the level of service we offer our clients. We provide all the basics, such as periodic performance reviews, quarterly statements and newsletters, and ongoing consultation via telephone and email. However, when clients need us the most, we go above and beyond.
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    Integrity

    Integrity

    We always act in our clients’ best interests. In an industry where truth is hard to come by, you can rely on us to always give it to you straight.
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    Security

    Security

    We separate the investment management function from the custody function. This means that the organization managing your assets and the organization holding your assets can serve as checks and balances on one another. This greatly reduces the probability of malfeasance.
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    Authentic Investing

    The true essence of investing is not what you hear from the financial media or in the marketing campaigns from large Wall Street firms. Aggressive trading and hot stock tips generally result in losses or sub-par investment gains. Rather, real investing is about discipline, patience, and smart, deliberate strategies. We strip away the hype and focus on what is real.

    Straight Shooters

    Armbrust is a German word meaning “crossbow”. In medieval times, an armbruster was an archer or soldier armed with a crossbow. We don’t find much use for crossbows in our current occupation, but just like our ancestors, we aim to be straight shooters in all our dealings.

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    News & Education

    July , 12, 2018
    Portfolio Review – Q2 2018 Newsletter

    While it may come as a surprise, the second quarter of 2018 was actually quite strong for stock investors. The S&P 500 rose 3.4%, mid-cap stocks gained 4.3%, and small-cap stocks returned almost 9.0%. Even REITs rebounded in the quarter for a gain of 7.8%.

    July , 12, 2018
    A Tale of Two Markets – Q2 2018 Newsletter

    Certainly, we’re in a divided age currently where the glass could look half full or half empty depending on which side of the political aisle you sit. Unfortunately, that has been true for some time now. The same dynamic is also at play in the stock market.

    July , 12, 2018
    Financial Exploitation of Specified Adults – Q2 2018 Newsletter

    The SEC recently approved two new rules: (1) the adoption of new FINRA Rule 2165 (Financial Exploitation of Specified Adults) to permit members to place temporary holds on disbursements of funds or securities from the accounts of customers where there is a reasonable belief of financial exploitation of these customers; and

    April , 30, 2018
    Small-cap Value Stocks May Be The Way

    Small-cap value stocks have been uniquely poor performers recently. They posted strong returns in 2016, but otherwise, each of the past seven years small-cap value stocks have either significantly lagged or just barely beaten large-cap growth stocks.

    April , 11, 2018
    Portfolio Review – Q1 2018 Newsletter

    Volatility has returned. While stock market returns were truly remarkable in 2017, the good times only continued into late January of this year. Since then, the market declined more than 8% from its peak into the end of the quarter. However, the downturn isn’t the real story.