Lipe & Dalton

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Lipe & Dalton is an independent investment counseling firm specializing in separately managed accounts. Each of the principals has over a decade of investment experience and holds the prestigious Chartered Financial Analyst (CFA) designation. Clients include pension/profit sharing plans, foundations, endowments, trusts and high net worth individuals.

Category

Investment Advisory Services

Main Contact

Mr. Patrick M. Dalton

Phone

(315) 428-8585

Fax

(315) 428-8589

Website

www.lipeanddalton.com

Address

103 E. Water St., Ste. 305
Syracuse, NY 13202