Achieve Your 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 who 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.

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. 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. Our investment team is comprised of experienced and credentialed Chartered Financial Analysts whom utilize a vast resource of cutting-edge technology, expert analysis and up-to-the-minute information sources.

Institutions & Not-for-Profits

Institutional investment accounts have been an integral part of our business for many years. We have 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.

You’ll work with dedicated investment professionals who understand the importance these investment accounts and endowments can represent in the long-term viability and success of the institutions, programs and organizations they support. Our own institutional and personal involvement in organizations such as these further ensure you’ll be working with investment professionals who understand and share the dreams, visions, and ongoing spirit that keep them vibrant and alive.

We have worked and continue to serve a variety of institutions, including community development organizations, religious organizations, healthcare providers and facilities, social service organizations, colleges and universities, as well as museums and other cultural organizations to name but a few.

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