Adirondack Financial Services

Investment Advisory Services

The AFS Investment Advisory Services Division manages goal driven portfolios for high net worth individuals, small business owners, corporate qualified plans, not-for-profit foundations and trusts. Our products offered and services provided are driven by our Investment Policy Process which is centered on the client. The client's unique circumstances outlined in the Investment Policy Statement translate a client’s goals into a set of investment objectives.

 

Concurrent with the work of creating an appropriate Investment Policy Statement, the Investment Advisory management team evaluates the overall direction of the economy to form our capital market assumptions which builds the foundation for basic asset allocation decisions. This economic backdrop is combined with the client’s investment goals to formulate a client specific asset allocation.

 

Our independent in-house research, coupled with our extensive external research, provides us with the tools to select and recommend appropriate products to "fill" the client’s specific asset allocation.

 

Investment Advisory Services include:

  • Goal setting
  • Savings and investment strategies
  • Retirement planning
  • Educational funding
  • Tax planning
  • Estate planning
  • Charitable giving
  • Life & disability insurance planning
  • Risk management
  • Family succession planning

 

* Investment Advisory Services offered through Adirondack Financial Services Corp.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Investment Advisory Services  |  Qualified Retirement Plans  |  Employee Benefits  |  Client Directed Investment Services
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