Investment Strategies

Our dedicated investment advisors create personal investment strategies with tailored investment advice based on your goals.

Comprehensive Process

We evaluate the overall direction of the economy to form our capital market assumptions in order to build the foundation for asset allocation decisions. Our core portfolio management services include:

  • Individually managed investment portfolios
  • Risk assessment & management
  • Special/unique investment considerations
  • Investment performance reporting
  • Tax considerations
  • In-person meetings or virtual meetings
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The Right Tools and Products

Our internal and external resources allow us to select and recommend the appropriate products for your asset allocation. Some of these products include:

  • Individualized Portfolios for:
    • Mutual Funds
    • Stocks
    • Bonds
    • ETFs
    • Treasuries
  • Unit Investment Trusts
  • 529 Plans
  • Individual Retirement Accounts
  • Long-term Care Insurance
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Advisory Services are offered through Adirondack Financial Services Corp, an SEC registered advisor. Broker-dealer services are offered through Hazard & Siegel Inc. AFS & Hazard & Siegel are separate and unaffiliated entities.  The opinions and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. All content is developed from sources believed to be providing  accurate information. No information provided is intended to be considered legal or tax advice.  Please consult legal or tax professionals regarding your individual situation. This communication is intended for individuals residing in states that AFS is registered or licensed in or exempt from registration. CRS & ADV Part 2