Investment Management

Investment Management Accounts

Helping You Achieve Your Investment Goals

Helping you build and preserve your wealth requires the guidance and expertise of an objective and experienced financial advisor. At Chemung Canal Trust Company, our investment team is comprised of experienced and credentialed Chartered Financial Analysts. Their individual expertise is recognized not only by our clients, but by the industry at large, with our analysts having provided their expertise on CNBC, Fox Business and Bloomberg radio and television.

Your Relationship Manager is backed by a team of investment professionals that believe the starting point to achieving your financial goals begins with listening to and appreciating the needs of each client. We do not simply recommend individual investments, rather, we work closely with you so that we clearly understand your goals, your timeframe, and your risk tolerance.

Because financial climates and opportunities change, we continually assess the financial markets using comprehensive research and proprietary tools. We utilize a vast resource of cutting-edge technology, expert analysis and up-to-the-minute information sources.  Our long-standing relationship with Dibiasio and Edgington gives us access to the industry’s leading technical analysis software and tools. We have a long tradition of working with industry stalwarts such as economists Paul Kasriel, Northern Trust in Chicago and Mike Darda, MKM Partners. In addition, we utilize research from several of the largest financial institutions in the world.

Personal Investment Accounts

A personal investment account with Chemung Canal affords you the opportunity to work with a Relationship Manager who will analyze your financial and personal information so that we can match your objectives with smart, time-tested strategies. Current accumulation of assets, holdings, tax considerations and individual risk tolerance are some of the core aspects which will be examined and reviewed in order to allow us to coordinate your individual financial plan.

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Institutions and Not-for-Profits

Institutional investment accounts have been an integral part of our business for many years. We have had an accomplished track record helping institutional clients and not-for-profits reach their financial goals. We can help develop and manage your organization’s endowment and related investment needs, assist with capital planning and credit needs, as well as provide banking and cash management assistance.

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