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
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.

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