SERVING INVESTORS SINCE 1974

For more than 50 years, Fenimore has guided individuals, families and businesses to invest with confidence through personal service, independent research, and market-tested approach.

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YOUR FINANCIAL JOURNEY, SUPPORTED AT EVERY STEP

A confident financial future starts with thoughtful planning. We help you prepare early, navigate life’s transitions, and move toward retirement with clarity. Through our well‑managed mutual funds and separately managed accounts, we work alongside you to understand what matters most and support your long‑term goals.

INVEST FOR THE LIFE YOU’RE BUILDING.

Whether you’re opening your first account, rolling over a 401(k), saving for a home, or planning for your children’s education, Fenimore makes long‑term investing accessible and understandable.

Our team is here when you need us—ready to answer questions, offer guidance, and support your progress toward your financial goals.

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PRESERVE WHAT YOU’VE BUILT — WITH A TRUSTED INVESTMENT PARTNER.

Your wealth represents years of hard work, discipline, and dedication. At Fenimore, we honor that by managing your investments with care, diligence, and a long-term perspective.

For decades, we’ve helped individuals and families navigate changing markets by focusing on quality companies, steady growth, and thoughtful stewardship—not short term noise.

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THOUGHTFUL RETIREMENT PLANNING FOR SMALL BUSINESS OWNERS

Small business owners wear many hats—and retirement planning can end up on the back burner. With the right strategy, however, it can become one of the most powerful decisions you make for yourself and your business.

From SEP and SIMPLE IRAs to individual investment accounts, we guide you through retirement planning with clarity and confidence-helping you choose what works best for your business today and in the future.

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ENHANCE YOUR INVESTMENT KNOWLEDGE

Informed investors are better equipped to make thoughtful, long‑term decisions. We provide clear, practical educational materials to help you understand key principles and navigate your financial future with greater clarity.

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How We Invest

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Retirement Plans for Small Businesses

Your Goals. Your Future. Our Focus.

Whether you’re building, preserving, or transferring wealth, we’ll help you stay focused on what matters most and create a plan for the future you envision.

Stop in at Albany or Cobleskill, call 800.721.5391 or please fill out this form and one of our associates will contact you to set up a meeting.