History
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The firm was founded in Buffalo, New York in 1981 as an SEC registered investment advisor specializing in separately managed accounts.
Throughout the 1980’s and 1990’s, the firm implemented its strategies using individual large capitalization growth stocks. The turn of the century brought some exciting changes as the firm was acquired in 2000 by Community Bank Systems, a publicly traded company (NYSE: CBU) based in Dewitt, New York. Additionally, in order to broaden the scope of its investment management services, the firm began to incorporate exchange traded funds (ETFs) into portfolios in 2001.
Decades of experience
By 2006, the firm had completed its transition away from individual equity positions and was managing fully diversified, index based portfolios. That year, the firm was also rebranded as Nottingham Advisors.
