Business Details
34 Years
experience
Your Trusted Partner for Customized Asset Management Solutions
At Consilience Asset Management, we specialize in preserving and enhancing client wealth through disciplined risk management strategies. Our approach combines a proprietary Global Macro Model with a unique wealth analysis framework to create tailored investment solutions. Founded in 1992, our firm has over 100 years of combined experience in asset management, leveraging deep industry expertise to help clients navigate market volatility. We prioritize transparency, avoiding conflicts of interest and hidden fees, while maintaining a client-first philosophy. Our team works closely with individuals, institutions, and foundations to develop personalized portfolios aligned with each client's risk tolerance and financial goals.We conduct thorough risk analyses and regularly adjust portfolios to maintain alignment with evolving market conditions and client objectives. Our commitment to education ensures clients understand their investments and the strategic decisions behind their portfolios. With offices in Buffalo, NY, we serve clients nationwide through personalized communication and a focus on long-term financial success.
Services
Asset Management
Risk Analysis
Portfolio Structuring
Wealth Planning
Retirement Planning
Details
- Year established: 1992
Highlights and features
- We offer over 100 years of combined experience in asset management
- Our proprietary Global Macro Model provides unique market insights
- We maintain complete transparency with no hidden fees or commissions
- Our team personalizes portfolios based on individual risk tolerance
- We conduct regular portfolio adjustments to maintain risk alignment
Associations and certifications
- SEC (U.S. Securities and Exchange Commission)
Services
Asset Management
Our asset management services combine proprietary analytical models with personalized risk assessments to create customized investment portfolios. We focus on maintaining appropriate risk levels while pursuing long-term growth. Our approach emphasizes transparency and regular portfolio adjustments to maintain alignment with market conditions and client objectives.
Risk Analysis
We conduct comprehensive risk analyses to determine each client's unique tolerance for market volatility. This assessment forms the foundation for all investment decisions, ensuring portfolios remain within acceptable risk parameters. Our process considers life stage, financial goals, and other personal factors to create appropriate investment strategies.
Portfolio Structuring
Using our proprietary Global Macro Model, we structure diversified portfolios that balance risk and return potential. Our approach avoids traditional Wall Street models in favor of unique analytical frameworks that consider real-world economic events and their impact on client assets.
Wealth Planning
We help clients develop comprehensive wealth plans that align with their long-term financial objectives. Our services include retirement planning, estate considerations, and strategic asset allocation designed to maintain purchasing power over time.
Retirement Planning
Our retirement planning services focus on creating sustainable income streams while maintaining appropriate risk levels. We help clients navigate distribution strategies, tax considerations, and longevity planning to ensure financial security throughout retirement years.
People
Michelle M. Malone
President/Investment Advisor Representative
Co-founder with 20 years of financial markets experience. Holds Series 7, 9, 63, and 66 designations. Specializes in personalized investment approaches and client education about portfolio management.
Roger M. Faulring
Partner/Portfolio Manager
Co-founder and lead strategist with over 40 years in finance. Former Merrill Lynch Sr. Vice President. Developed the firm's proprietary Global Macro Model and authors monthly market analysis notes.
Donna M. Stone
Partner/Investment Advisor Representative
Co-founder with extensive experience in investment advisory services. Focuses on helping clients achieve financial goals through structured frameworks and realistic expectations. Holds a BA in English and History from University of Texas.
Susan M. Simpson
Administrative Manager
Manages client support and daily operations with 25+ years in financial services. Former Client Service Associate at Advest, Inc. Prioritizes client needs and practice operational efficiency.
Questions
What services does Consilience Asset Management offer?
We provide asset management, risk analysis, portfolio structuring, wealth planning, and retirement planning services tailored to individual client needs.
How does your risk analysis process work?
Our risk analysis evaluates your life stage, financial goals, and market tolerance to create personalized investment strategies that match your comfort level.
What makes your approach different from other firms?
We use proprietary analytical models and avoid traditional Wall Street methods, focusing on transparent fee structures and client-first investment strategies.
How often do you adjust investment portfolios?
We regularly review and adjust portfolios as market conditions change to maintain alignment with your risk tolerance and financial objectives.
Do you work with clients outside Buffalo, NY?
Yes, while based in Buffalo, we serve clients nationwide through personalized communication and digital portfolio management tools.
