A commitment to employees, clients and community: The Bonadio Group’s response to COVID-19. View Here

The Bonadio Group and High Probability Advisors Partner for New Service Offering Featuring Multi-Factor, “Moneyball” Approach to Investing

The Bonadio Group, one of New York State’s largest independent providers of accounting, tax, and consulting services, is joining forces with High Probability Advisors (HPA) to offer a unique investment solution. The data-driven, analytical approach is similar to baseball’s “moneyball” strategy. More specifically, factor-based investing isolates the factors that have been proven to contribute to investment success, capitalizing on the market upside while minimizing downside.

HPA’s CEO Steve Carl and co-founding partner Mike Jones enjoyed successful careers at Clover Capital, a leading Rochester firm well-known to many in the regional financial and business community.

“As we have grown, our clients have routinely sought our help in finding sophisticated investment solutions within an increasingly complex financial landscape,” said Tom Bonadio, CEO of The Bonadio Group. “We’ve known Steve and Mike for many years and look forward to this partnership on their new investment firm High Probability Advisors.”

HPA will work with existing and prospective clients of The Bonadio Group, focusing on wealth management for high net worth individuals as well as multi-generational families, not-for-profit endowments/foundations, and businesses. The partnership combines The Bonadio Group’s deep expertise of planning, tax, audit and related services with HPA’s proven investment knowledge.

“This partnership brings to the marketplace exactly what we want for our clients—a smart, data-driven investment process that is lower cost, tax efficient, risk-managed and customizable,” said Steve Carl, CEO of High Probability Advisors. “The benefit we can bring to clients is well beyond anything we have seen offered by competitors in the market. It is more powerful now than when we started HPA, which makes this partnership with The Bonadio Group so exciting for us.”

The Bonadio Group continues to grow, expanding both its footprint regionally and nationally as well as the breadth and depth of its services. The partnership with High
Probability Advisors marks another milestone in its offerings, enhancing customer service and capabilities.