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473 Broadway Saratoga Springs, NY 12866
Phone: 518-584-5844

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Investment Services

  • Diversified services

  • Expert guidance

  • Portfolio management

  • Asset management

Investment Management

Investment Management 


We believe every investment management relationship should begin with a comprehensive understanding of your financial goals, objectives and tolerance of risk. Our investment approach is driven by a strategy that is diversified across numerous asset classes and industries. As a Trusted Advisor, we work with you to develop and monitor an investment plan to accomplish your goals.


We offer the following types of accounts:


Investment Management – Full time supervision of your portfolio.


Retirement Accounts

- IRAs – Traditional, Roth, Rollover
- Employer Plans – 401k, Profit Sharing, and SEP accounts.


Trust Management – From managing assets to full administration

 

Getting Started

For additional information or to arrange an appointment to discuss your situation please call us at 518-584-5844 (x) 2311 or email us.
 

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Investment Products are:
NOT A DEPOSIT * NOT FDIC INSURED * NOT GUARANTEED BY THE BANK * NOT INSURED BY ANY GOVERNMENT AGENCY * MAY GO DOWN IN VALUE