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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 Services

Our experienced investment professionals will work with you to analyze your financial needs and to help set your objectives for asset growth, income, liquidity, capital preservation, and tax minimization. Using investments that coincide with your goals, we then design and implement an investment strategy that culminates in a written Investment Policy that serves as a road map to attain your goals.

We monitor your portfolio on an ongoing basis and adjustments are made as warranted. Our professionals are always available to meet with you to review your portfolio or to discuss changes in your objectives that might alter the investment strategy.

The following types of accounts are available:

 

  • Investment Management – This account relationship provides complete investment management for your assets. It also includes record keeping, custodial and administrative services.
  • Investment Advisory – This account includes the services listed under Investment Management but in this relationship, we make investment recommendations to the client for their approval.
  • Mutual Fund Account – This relationship offers a selection of six mutual fund models that are designed to achieve specific investment objectives through broad diversification.
  • Custody Account – This account provides safekeeping of securities, record keeping and administrative services. It does not provide investment management services.

 

Getting Started

 

For additional information or to arrange an appointment to discuss your situation please call Alicia Butler 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