Adirondack Capital Advisors, LLC

Adirondack Capital Advisors, LLC is a registered investment adviser based in Syracuse, New York, established in 2003. The firm is organized as a limited liability company and is owned by Patrick J. Dooley and Christopher W. Berg. Adirondack Capital Advisors specializes in providing fee-only investment advisory services, including financial planning, discretionary and non-discretionary investment management, retirement plan management, and advisory consulting services. The firm tailors its services based on clients' financial situations and individualized needs. Clients have the freedom to accept or reject recommendations and retain discretion over implementation decisions. Adirondack Capital Advisors primarily advises on mutual funds, ETFs, and individual securities, utilizing fundamental analysis with a focus on asset allocation and diversification. The firm does not accept performance-based fees, participate in side-by-side management, or engage in soft dollar arrangements. Clients are required to have a minimum of $250,000 to open and maintain an advisory account, which may be waived based on individual circumstances. Adirondack Capital Advisors charges a tiered fee for investment management services based on a percentage of assets under management. The firm does not have any disciplinary information and does not participate in wrap fee programs. Adirondack Capital Advisors does not take custody of client funds or securities and does not vote proxies on behalf of clients. The firm prioritizes client privacy and maintains strict policies to protect personal information. In the event of a trade error, the firm's policy is to restore the client's account to the correct position. Adirondack Capital Advisors does not determine class action lawsuit eligibility for clients or initiate litigation on their behalf.