Cobblestone Capital Advisors, LLC

Cobblestone Capital Advisors (Cobblestone) is a wealth management firm based in Rochester, New York. Established in 1986, the firm provides investment management, wealth management, and investment consulting services. The firm caters to individuals, institutions, pension, and profit-sharing plans, charitable organizations, and corporations. The firm manages equity, fixed income, and balanced portfolios. Additionally, the firm invests in exchange-traded funds, mutual funds, bonds, convertible securities, royalty trusts, unit investment trusts, real estate investment trusts, and preferred stocks for the fixed-income portfolio. The assets of the firm are managed by the executive management team.