Occam Capital

Occam Capital Management is a registered investment adviser in Pittsford, New York, regulated by the United States Securities and Exchange Commission. It manages money for individuals, non-profit organisations and businesses.

What Occam Capital does

• Portfolio management: long-term value investing in large listed companies at home and abroad.
• Bond investing: investment grade bonds, both taxable and tax-exempt.
• Equity and balanced accounts: account types offered to clients.
• Financial analysis: recommendations built from an overview of the economy combined with company-level research.

Customers and markets

Private individuals and families, charities and non-profits, and companies. Performance figures are supplied to clients on request because of regulatory rules. The firm's founder has worked in financial services for more than three decades and holds the Certified Financial Planner designation.

Key facts

• Based in: Pittsford, New York
• Regulation: registered with the SEC
• Office hours: weekdays