Occam Capital Management, LLC, located in Pittsford, New York, offers investment management services to individuals, non-profit organizations, and businesses. With a focus on long-term value, the firm specializes in investing in large-capitalization domestic and international equities, as well as investment grade taxable and tax-exempt bonds.
Led by Managing Director Priscilla Baker Jones, a Certified Financial Planner with over 30 years of experience in the financial services industry, Occam Capital Management combines top-down economic overviews with traditional financial analysis methods to select individual securities for client portfolios. The firm's client-centric approach includes tailored fee schedules and a commitment to providing performance data upon request.
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