Investment Management

We believe that a good investment plan should be customized. So any investment you make should be done so with your goals and values in mind. The reality is that many of our clients don’t have the time or experience necessary with investment management services to execute these priorities on their own.  At Buffalo Financial, we understand that the client’s needs come first, so we offer our management services to our clients with full transparency.

What makes us different

At Buffalo Financial we take pride in the fact that our clients understand what they are investing in and why. With our firm being independent we are not required to use a specific companies funds in order to generate a commission. We take pride in building custom portfolio’s with investments that give our clients the confidence they deserve.

Planner works with an older couple

What to expect from a Wealth Management Firm:

When looking into your financial assets, you should look for an asset management firm that can provide you with an investment plan that best fits interest and goals. In a study done by Vanguard, the conclusion was reached that fiduciary investment advisors can add a value of over 3% per year. This far exceeds our standard advisory fee of 1.2%. Many of the clients who work with Buffalo Financial used to handle their investments independently. Now, they are still able to make these decisions with our professionals leading the way.

We encourage not to take on your investment management alone. Get help with customized portfolios, asset allocation, individual securities, bonds and more when you let a wealth management firm guide you on your financial path.

Wealth Management Solutions Customized for You.

We offer a wide range of financial planning and investment management solutions for individuals, families and businesses.

Investment Management

Financial Planning

Insurance Planning

Business Planning

Understanding Our Approach.

We integrate your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.