We shall develop our capabilities and processes further to anticipate and satisfy client needs, always placing their interests ahead of our own.
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Client interests are permanently aligned with our portfolio managers who are also the principles of the firm and whose compensation is tied to the firms' success.
Tom focuses on serving closely held family businesses, key executives and high net worth individuals. He provides his clients with holistic business and personal financial planning including business succession planning, estate analysis, insurance planning, investment solutions, selective key employee and employer benefits and charitable giving.
Tom resides in Hamburg, New York. Reach Tom at twaring gcwcapital. Pete spends a great deal of his time working in the area of qualified retirement plans and employee benefits where he works diligently with plan sponsors and plan participants to help them understand their needs for retirement planning and overall financial planning. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures according to a defined standard of expertise.
One of the things which sets Pete apart is his ability to break complex topics down and help relate them to aspects of everyday life.
Reach Peter at pcampo gcwcapital. Since her arrival, she has provided the firm with professionalism and superior effort in all of her duties. She was an integral part of a long-term conversion project where her input and expertise helped streamline the digital imaging process.
In January of , Janine transitioned to the role of primary administrative assistant in addition to her duties on the paperless project. Janine has a keen eye for detail and strives to provide the perfect client experience each day. She received certification from Microsoft in for her proficiency in Microsoft Office software. Genesis's dedicated client support system assists clients though a variety of their life's challenges. The firm is committed to accountability, utmost integrity, and collaboration, which we believe is the foundation for long-standing relationships.
Genesis's investment team follows a time-tested principle of investing that emphasizes avoidance of unnecessary risk in the pursuit of consistent, long-term returns. Our long-term approach helps position our investment advisors to capitalize on the inevitable overreactions of short-term investors while minimizing losses to trading and taxes. Our portfolios are constructed one security at a time, based on the strict analysis of the portfolio impact and return potential of every investment choice we make.
We analyze the risk-return potential of every investment. We manage risk by deploying a detailed securities analysis, careful portfolio construction, management, and broad diversification. In managing portfolios, we adhere to establish investment disciplines through all market environments and maintain a consistent focus on risk and tax management. We employ a well-versed, talented team with a specialty in multiple investment disciplines, who constantly seek to add value to our client portfolios by developing comparative advantages in terms of knowledge and information about the markets that they follow and the application of superior investment judgment.
Our Mission To foster the value of investment advisory services in order to advance the needs of our clients by providing professional services of the highest quality. We shall develop our capabilities and processes further to anticipate and satisfy client needs, always placing their interests ahead of our own.
At the same time, we will help each client to achieve his or her financial hopes and dreams.
Starling Capital Group, Inc. is a New York Domestic Business Corporation filed on February 24, The company's filing status is listed as Inactive - Dissolution By Proclamation / Annulmen and its File Number is Location: New York (NY).
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Lynn Miller. Managing Partner at Starling Capital Group & Assoc. Location Greater New York City Area Industry Financial ServicesTitle: Managing Partner at Starling . Contact Starling Capital, LLC or view Starling Capital, LLC's ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history. New York, NY Articles. Insights.
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