Strategic Financial Services, LLC is a trusted advisor for many not-for-profit organizations throughout New York State. Our institutional clients have come to Strategic in search of better investment performance, comprehensive investment policy statements and the customized service that comes with over a quarter century of experience helping not-for-profit organizations achieve their financial goals. Our institutional clients include:

  • Colleges
  • Churches
  • Private schools
  • Charities
  • Cemeteries
  • Government agencies
  • Health care organizations



Learn about our Investment Management solutions

Contact: Scott C. McCartney, CFA
President and Chief Investment Officer
Strategic Investment Advisors, Inc.

Telephone: 315.724.1776

Click here to view Scott's biography

 
  • Institutional Experience & Expertise
  • Comprehensive Investment Policy & Spending Statements
  • Transparent Fee & Holding Reports