Business Details
45 Years
experience
Your Trusted Partner for Financial Advisory Services in Buffalo, NY
Nottingham Advisors was founded in 1981 with a commitment to providing personalized, fiduciary-focused financial advisory services. Our team of Chartered Financial Analysts (CFAs) brings decades of combined experience in asset management, portfolio construction, and risk-based investment strategies. We specialize in dynamic asset allocation models using exchange-traded funds (ETFs), mutual funds, and customized fixed-income solutions tailored to individual client needs. Our core-satellite approach combines 80% strategic beta exposure with 20% tactical alpha-generating investments to balance risk and return. As an SEC-registered investment adviser, we maintain rigorous compliance standards and adhere to Global Investment Performance Standards (GIPS).Our proprietary goNottingham mobile dashboard provides clients real-time access to portfolios and personalized insights. With $4.9 billion in assets under management and advisement, we serve private clients, financial advisors, and institutional investors from our Buffalo, NY headquarters. Our team includes five CFA charterholders and experienced professionals in portfolio management, compliance, and client services. We prioritize accessibility, offering 24/7 availability for client consultations and maintaining transparent communication through regular market updates and newsletters. Our fiduciary duty ensures clients' best interests remain central to every investment decision.
Services
Private Client Advisory
Financial Advisor Solutions
Institutional Investment Management
OCIO Services
ESG Investing
Details
- Year established: 1981
Highlights and features
- We operate as a fiduciary, legally obligated to act in clients' best interests
- Our team includes five Chartered Financial Analyst (CFA) charterholders with decades of experience
- We offer customized investment solutions tailored to individual risk-return profiles
- Our proprietary mobile dashboard provides real-time portfolio access and insights
- We maintain GIPS compliance for transparent performance reporting
Associations and certifications
- Securities and Exchange Commission (SEC)
What people say
Personalized investment approach
Responsive portfolio management
Accessible team
Transparent communication
Expertise in ETFs
Services
Private Client Advisory
We create customized investment portfolios for individuals based on unique financial goals, risk tolerance, and time horizons. Our approach combines strategic asset allocation with tactical adjustments to optimize returns while managing risk. Clients receive regular performance updates and have 24/7 access to portfolios through our mobile dashboard.
OCIO Services
We provide comprehensive investment management solutions for financial advisors and institutions, handling portfolio construction, rebalancing, and tax-loss harvesting. Our services include model portfolio delivery, separately managed accounts, and fiduciary consulting. Advisors gain access to our CFA-led investment team and proprietary research.
Institutional Investment Management
We offer specialized investment solutions for institutional clients including foundations, endowments, and retirement plans. Services include Investment Policy Statement development, fiduciary training, and customized portfolio management. Our team meets weekly to review macroeconomic trends and adjust strategies accordingly.
Active Management Solutions
Our Select Managers Program employs actively managed funds across global asset classes. We screen for top-performing managers with high active share and strong risk-adjusted returns. This approach targets outperformance in less efficient markets like small-cap equities and emerging markets through bottom-up security selection.
ESG Investment Strategies
We offer ESG-focused portfolios that integrate environmental, social, and governance factors into investment decisions. Our solutions combine index-based and active management approaches across mutual funds, ETFs, and individual bonds. Strategies align financial objectives with personal values through rigorous ESG screening.
People
Matthew Krajna
Co-Chief Investment Officer
CFA charterholder with extensive experience in portfolio management and investment strategy development. Leads weekly Investment Policy Committee meetings to evaluate market trends and adjust asset allocation models.
Timothy Calkins
Co-Chief Investment Officer
CFA charterholder specializing in fixed income markets and risk management. Oversees development of customized bond portfolios and manages credit risk across client accounts.
Nicole Hendrix
Director of Institutional & Advisor Solutions
CFA charterholder with expertise in OCIO services and institutional client management. Helps financial advisors implement investment solutions and grow their practices through outsourced services.
Nicholas DiRienzo
Chief Compliance Officer
CFA charterholder responsible for ensuring adherence to SEC regulations and maintaining GIPS compliance. Oversees firm-wide risk management and internal controls.
Michael Skrzypczyk
Senior Portfolio Manager
CFA charterholder managing equity portfolios with focus on global market opportunities. Develops tax-efficient investment strategies and conducts ongoing manager due diligence.
Questions
Why should I choose Nottingham Advisors?
We offer fiduciary-level service with a personalized approach, combining global perspective and customized solutions. Our team includes five CFA charterholders with decades of experience in dynamic asset allocation.
What are exchange-traded funds (ETFs)?
ETFs are liquid, transparent investment vehicles that track indices while offering tax efficiency and low costs. We use them extensively in our core-satellite investment approach.
What asset allocation framework do you use?
We employ a core-satellite approach with 80% strategic beta exposure and 20% tactical alpha-generating investments to optimize risk-adjusted returns.
Do you offer active management options?
Yes, our Select Managers Program provides access to actively managed funds across global asset classes with focus on high active share strategies.
How do you communicate with clients?
We provide regular market updates through our Monthly Market Wrap, quarterly CIO Letters, and real-time portfolio access via our goNottingham mobile dashboard.
Are my assets commingled?
No, we use separately managed accounts that keep individual assets distinct with personalized risk-return targets for each client.
Videos
