Corning, NY Office

Mangolds Investment Advisors serves a mix of individual and high‑net‑worth clients as well as trusts, estates, retirement plans, nonprofit organizations and business entities, offering discretionary portfolio management, written financial planning and periodic educational workshops. The firm reports approximately $65.4 million in discretionary assets under management and manages relationships for over 500 clients.

The firm tailors investment programs to each client’s goals, time horizon and risk tolerance and uses a combination of fundamental, technical, charting and economic analysis to guide discretionary trading through its custodian. Account reviews are conducted at least monthly with formal client meetings no less than annually, while financial planning is available on an hourly basis and seminars are offered for employee groups.

Distinctive features in the brochure include a formal educational seminar program that focuses on employer plan participation and debt‑payoff strategies, an offering noted as less common among peers. The firm also discloses an affiliated tax and accounting business whose principal devotes roughly 77 hours per month to that activity, and the firm’s roster of about 518 clients served by three advisors results in a relatively high client load per advisor compared with many supported firms.