Financial Services

Due to several requests from clients, market conditions, and our concern for the achievement of desired results for clients, we have decided to expand our services to include the monitoring of investment portfolios.
We have formed a new, separate company which is becoming a Registered Investment Advisor. The name of our new company is Sinopoli & Sinopoli Financial Services, LLC. The owners and Investment Advisor Representatives of the Company will be V. James Sinopoli, Jr., Joseph M. Sinopoli, and Steven J. Sinopoli, the same as the current owners of our accounting practice.
We have made arrangements with various brokerage houses to oversee managed accounts without our clients incurring any costs to pay for our services. The brokers will compensate us out of the management fee they already collect from you, therefore, you do not incur any additional costs for us to provide investment advice to you.
If managed accounts are not a part of your portfolio, but you wish to have us provide you with investment advice, we can do so on your non-managed accounts as well. Such services can be billed to you at our standard hourly rates, a fixed fee basis, or on a percentage basis. We anticipate the percentage fee to be approximately 25 basis points (1/4 of 1%) per year of the market value of your non-managed account.
Many people are dissatisfied with the current advice they are receiving from their brokers or with the performance of their accounts. Whether you have retirement, trust, business, or personal accounts, we can help.
Please contact us if you would like an introductory meeting to discuss your investment and portfolio objectives and the services that we now provide.

COMMITMENT	QUALITY	INTEGRITY
Phone: 315.474.7500 • Fax: 315.474.7525 • Email: info@sinopoli.com