Caruso McLean is a customized asset, investment and wealth management company that promises clarity, transparency, attention to detail and discipline. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our attention and dedication to client needs has earned us a reputation for excellence. Our team of experienced investment advisors and wealth managers is committed to listening to clients and making customer service a top priority.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our attention and dedication to client needs has earned us a reputation for excellence. Our team of experienced investment advisors and wealth managers is committed to listening to clients and making customer service a top priority.
Services
Caruso McLean is a customized asset, investment and wealth management company that promises clarity, transparency, attention to detail and discipline. Founded with the goal of assisting our clients in every aspect of their financial lives, we provide the most personal service available - earning us a reputation for excellence in the industry.
Greg has counseled clients and managed their portfolios for more than 35 years. He realized early on in his career that each of his clients has their own story, their own distinct circumstances and their own views on investing. In her role at Caruso McLean, Lori helps her clients take advantage of opportunities in today's global economy, with a clear eye to their financial future.
A customized asset, investment and wealth management company that promises clarity, transparency, attention to detail and discipline. Our experienced team of investment advisors and wealth managers are committed to listening to clients and making customer service a top priority. Your services are always customized to match your specific needs.
We have advised clients in Central New York for over thirty five years, with some relationships spanning more than three decades. During that time, we've measured our success quite simply: we do well when our clients achieve their long-term investment objectives. The following elements represent the core of our investment philosophy.
Our risk management strategy centers on the principles of Modern Portfolio Theory (MPT). The goal is to maximize the portfolio's expected return for a given level of risk. We select each investment based on how its price changes in relation to the price changes of other available assets. An investor can manage or reduce portfolio risk by holding a combination of investments that are not perfectly positively correlated.
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