Hillmont Associates Inc

P.W. Wood & Son Inc., known as The Wood Office, has been serving individuals, families, and businesses since 1853. As an insurance and risk management agency, they focus on providing comprehensive risk management programs tailored to meet the specific needs of their clients. The agency is a Trusted Choice member, which allows them to offer competitive pricing and a broad selection of products through multiple companies. They are committed to delivering exceptional service, guiding clients through the insurance process, and ensuring clear communication and support throughout every interaction. Generated from the website

Disciplined Capital Management is an independent registered investment advisor based in Syracuse, NY, with nearly $500 million in assets under management. With a team that brings together extensive experience from corporate, financial, academic, and not-for-profit circles, the firm applies a disciplined, proven, and responsible investment philosophy to serve the unique needs of institutions, foundations, and endowments. Their investment approach is grounded in academic research, focusing on capital markets' long-term performance, risk allocation among asset classes, and constructing portfolios with specific expected return-risk characteristics at the lowest cost. Led by Robert J. Ryan, Ph.D., who has over twenty years of experience in corporate finance and academia, the team at Disciplined Capital Management is committed to designing and developing investment ideas that align with their clients' financial portfolios. Craig Buckhout, with a background in corporate finance, applies institutional investment principles to help clients achieve their goals, regardless of the size of their portfolio. Adam Gagas, with expertise in fundamental investment research and asset management, brings over 15 years of experience in analyzing companies across various market sectors and industries. Sharon Craig, the Director of Client Relations and Chief Compliance Officer, joined the firm with over thirty years of banking experience, ensuring strong client relationships and compliance with regulations. Generated from the website