News and Articles

Alesco Advisors adds Kircher to Rochester team

Alesco Advisors continues to expand its workforce. The company is pleased to welcome Benton F. Kircher to its Rochester team.

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Alesco Advisors named ‘Top 100’ firm by Forbes/RIA Channel

Alesco Advisors named ‘Top 100’ firm by Forbes/RIA Channel

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Protecting Your Interest: Know What Questions to Ask Your Investment Manager

San Francisco's GENTRY magazine asked Katharine Earhart and Maya Tussing of Alesco Advisors an independent investment advisory firm with offices in San Francisco and Upstate New York, what steps to take to determine whether your portfolio is on track for long-term performance. They suggest asking three key questions of your investment advisors...

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Alesco Advisors duo invited to address ‘Women & Wealth’ at CNBC’s ETF conference

ROCHESTER, N.Y. — June 21, 2016 — Women often end up with fewer financial assets at the end of their career than their male counterparts — and that means they can afford fewer financial mistakes.

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RBJ Article Highlights West Coast Expansion

Rochester, NY - May 6, 2016 - See below for Rochester Business Journal's interview with Alesco President, Jim Gould.

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​Alesco Advisors launches new San Francisco office

SAN FRANCISCO — April 14, 2016 — Former BlackRock ETF strategists Katharine Earhart, Maya Tussing to lead West Coast expansion

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Democrat and Chronicle Feature: Alesco Advisors focusing on clients, expansion

Rochester, NY - March 12, 2016 - See below for Democrat and Chronicle reporter Jinelle Shengulette's interview with Alesco President, Jim Gould.

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Alesco Advisors named as a Rochester Top 100 Company

Rochester, NY – November 23, 2015 – Alesco Advisors LLC is pleased to announce it has again been named to the Rochester Top 100 list, an annual program recognizing the region’s fastest-growing privately-held companies. Alesco was one of only five firms in the financial services industry, and the sole investment advisor to make the list. With nearly $3 billion in assets under management, the firm secured the sixty-ninth spot.

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Alesco Advisors Ranked as One of Forbes 2015 TOP WEALTH MANAGERS

Pittsford, NY August 11, 2015 – Alesco Advisors, an SEC registered investment advisor with $2.7 billion in assets under advisement, has been recognized by Forbes as a TOP 100 WEALTH MANAGER.

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Investing as a Fiduciary

In this paper we argue that fiduciaries (those overseeing personal trusts, not-for-profit endowments, foundations and retirement plans) regardless of their personal investment philosophy, should strongly consider the use of index funds. Using passive investment vehicles will help to greatly lower the risk of poor relative investment performance, reduce costs, minimize tax liability (for personal trusts), and maximize diversification.

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