October 1, 2025
We had an eventful quarter. Our big news was that we hit $1 billion in client assets under management. That was a significant milestone for our firm, and one that wasn’t even imaginable when we started the company 16 years ago.
In many ways, we’re still a small firm. With a team of 11, it still feels very collegial and familiar around here. We’re not a huge corporation, and no matter how big we ultimately grow our asset base, we never will be. That’s a positive from our perspective. It allows us to be creative and nimble, and to individualize the solutions we provide to our clients. We always said we’re building an investment model first, and a business model second. Believe it or not, most of our industry operates in the opposite direction. Once again, we thank you for helping us achieve a significant growth rate over several years. Working with our clients is what keeps us engaged and gives us the purpose we need to keep working hard every day.
Speaking of growth, we recently hired a new team member. Erica Uttaro joined us to help with client service. As we get bigger, we have found it necessary for each of us to specialize more in our respective roles. That means Tarryn will be more focused on operations, finance, and compliance. And Luca and Andrew will focus solely on investment work. Erica will pick up where they leave off to ensure client requests are handled in a timely and efficient manner, as has become our standard. Erica will also sit in on some client meetings with Chris and me, so that she can proactively address any client needs, such as cash requests, RMDs, and Roth conversions. It is likely you’ll be meeting or speaking with her soon.
You may recall that we hired a marketing person, Valerie, almost a year ago. Valerie has done a wonderful job of getting our name out there more. Part of that has been posting more content on our website and on LinkedIn. If you aren’t following us on LinkedIn, please consider doing so. We strive to publish new articles regularly, featuring high-quality educational content. Valerie has also nominated us for various awards. Mark was recently a runner-up for the Invest in Others Award in the lifetime achievement category for his work over more than 20 years with a local nonprofit called Empowering People’s Independence (EPI).
Our firm was also honored with the 2025 Elevating Women Award through the Rochester Business Journal. While most of our team is admittedly male, we have an outsized percentage of women, including women at the senior leadership level, for a largely male-dominated industry. In fact, we’re quite proud of our colleagues who may have shifted careers or pivoted to a new industry to help make our company great.
This has all contributed to a positive quarter for our firm. There is a lot of good stuff going on here all the time, and we thank you for your support over all these years.