Wellsville, NY Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Rise Advisors, LLC
Team
Firm-wide stats for Rise Advisors, LLC
About
RISE provides financial planning, consulting and portfolio management to individuals, trusts, estates, charitable organizations, corporations and retirement plans. The firm also offers nondiscretionary retirement plan consulting and delivers investment consulting to brokerage customers under an agreement with a broker‑dealer.
RISE generally manages client portfolios on a discretionary basis, using strategic asset allocation and regular rebalancing with an emphasis on ETFs while also employing mutual funds, individual securities, REITs, structured notes and alternative investments where appropriate. The firm uses model and custom strategies, may recommend third‑party managers, and leverages technology and periodic reviews to align portfolios with clients’ risk tolerances, time horizons and liquidity needs.
Noteworthy features include a formal consulting relationship to serve brokerage customers through a financial‑institution partner and supervised persons who are licensed insurance agents and may offer insurance products on a commission basis (disclosed as a potential conflict). RISE also provides retirement‑plan education services—facilitating group enrollment meetings, participant education and fiduciary training—and periodically distributes written or electronic reports to clients.
Based on Rise Advisors, LLC
Location
Wellsville NY
Advisors at this office
1
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