Investment Services

Investment Services IconDo you know where you hope to be in 5, 15 or 30 years? Are you confident that you're doing everything possible to ensure your family's financial security in the years to come?

With over 100 years of experience and a staff of tenured experts we can help you achieve the success you want. Our success is measured, and evidenced, by our client’s ability to reach their goals.

Tompkins Financial Approach to Investing

Our approach is a holistic, disciplined process that takes into account your personal financial goals and tolerance to risk. We construct portfolios by combining assets that are not highly correlated, creating the potential for the best return with the least amount of risk. Because we do not utilize proprietary investment products, we are able to choose from the entire universe of best-in-class investment solutions for our clients.

Customized Portfolios:

  • Tax Efficient Investment Management Accounts*
  • IRAs
  • Not-for-Profit Endowments
  • Trust Accounts

Asset Allocation:

  • Multiple Asset Classes
  • Multiple Styles: Growth vs. Value
  • Multiple Managers
  • Individual Stock and Bond Portfolios

Click here to see how our process works.

 

*Consult your tax advisor

Tompkins Financial Advisors is the brand name used by Tompkins Financial Corporation for the wealth management services offered by its separate subsidiaries Tompkins Trust Company and TFA Management, Inc.  Tompkins Trust Company provides bank trust and asset management services.  TFA Management Inc. subsidiary Tompkins Wealth Management, Inc., a registered Investment Advisor (RIA) offers financial planning, investment, tax, and risk management services.  Securities are offered through Ensemble Financial Services, Member FINRA, SIPC.

Investments are not FDIC insured, not Bank guaranteed, and may lose value.