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. A financial planner can help you develop an overall financial plan that will be implemented to serve your distinct needs.
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 unique needs of each client. We don’t 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 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.