Cornell Pochily Investment Advisors, Inc.

Cornell Pochily Investment Advisors, Inc. is an SEC registered investment adviser founded in January 2008 by Ezra Cornell and Robert Pochily. The firm offers investment services, financial planning, consulting, and tax preparation. As of December 31, 2024, Cornell Pochily managed $570,312,667 in regulatory assets on a discretionary basis and an additional $164,941,672 in non-discretionary services. Investment services include managing assets among mutual funds, ETFs, and individual securities tailored to client objectives and risk tolerance. Financial planning services cover investment and asset allocation planning, retirement planning, estate planning, and tax preparation. Fees are based on a percentage of assets under management, ranging from 0.50% to 1.25%, or on a fixed or hourly fee basis. Cornell Pochily does not charge performance-based fees and serves individuals, pension plans, trusts, corporations, and charitable organizations. The firm's investment strategies involve fundamental, technical, and cyclical analysis. Clients have the option for discretionary or non-discretionary investment services, with portfolios regularly monitored and adjusted. Cornell Pochily does not provide compensation for client referrals and does not accept the authority to vote client securities. The firm has no material changes, disciplinary information, or financial impairments to disclose. For more information, visit www.cornellpochily.com.