You may have assets, but do you have a plan?

At Saratoga Fiduciary Services LLC, we recognize that our clients do not all share the same investment goals or risk tolerance. Our customized portfolio construction process, developed and executed in an open architecture format, is driven by your unique needs, one client at a time. We achieve exceptional returns, while managing unwanted risk, by constructing portfolios using a disciplined asset allocation methodology, without the ‘one size fits all’ approach that is so often found with many portfolio managers.

Our approach to equity management is driven by a philosophy that does not place sector bets, does not engage in market timing and does not choose faddish styles. Its primary emphasis is on diversification and equity security selection.

Our structured fixed income style achieves objectives for liquidity, income and safety through a strategy of diversifying maturity ranges, issuing sectors and product selection. The results are the maximum return available for the specified level of risk assumed, with a stable income stream and limited volatility.

For those individuals and investment advisors who desire to maintain and continue their existing investment management relationship but are seeking unbiased, experienced, cost effective and personalized trustee/trust administration services, we welcome the opportunity to work with you in that capacity and encourage your inquiry.