INVESTMENT PHILOSOPHY

Our offices at:
451 Lake Avenue
Saratoga Springs, NY 12866

We recognize that most investors are in it for the long haul, and while short term fluctuations in the market are often troubling, we help them stay on task. By virtue of our unique background in the financial markets, we also recognize that short term market events present attractive opportunities. According to our client’s risk tolerance, we can find creative ways to take advantage of short term market fluctuations while keeping a focus on their long term goals. Recognition of current market perils and adaptation of asset allocation in accordance, are key to long term portfolio growth.

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