As a Principal with Alesco Advisors, Holly Mergenhagen, Esq., leads our Buffalo office. She provides advisory and consulting services to institutional clients such as corporate retirement plans, non-profits, including foundations and endowments and government pensions on their asset allocation, investment selection and monitoring and spending policy needs. Holly also works closely with individuals to customize their wealth management and asset allocation needs including cash flow analysis, retirement planning and other goals-based financial planning.
Holly's past and present community involvement includes serving as a member of the Nardin Academy Alumni Board and Evergreen Health; board treasurer for 83 Bryant St., Inc.; sponsorship/endowment committee member with HoliMont, Inc.; and board secretary for the WNY Catamaran Association.
Our investment philosophy is straightforward. We believe our clients are best served when the focus of their investment portfolio is on asset allocation, broad diversification and expense control. Our process works to maximize the return/risk tradeoff of investing.
Alesco specializes in providing asset-class-based consulting and discretionary investment management services. We are particularly strong in investment policy development, risk control, client education, investing as a fiduciary, and understanding the complexities and biases of the investment industry.
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