Services
Investment Management
Successful investing is imperative in making your financial goals a reality. We believe investing is too important to outsource. That is why we are proud to create customized client portfolio that meet your investment objectives.
Customized Planning
Our detailed planning allows us to completely understand your personal and financial situation, objectives, comfort level, risk tolerance, and time horizon for achieving goals.
Long-Term Focus
Obsessing over short-term results has been the downfall of many investors, both amateur and professional. In general, we employ a "buy and hold" approach to asset management. That approach is based on the belief that market timing has not been proven as a consistent, long-term, successful strategy. Rather, we focus on how much you can risk losing while staying invested in the market.
Seeing The Big Picture
We recognize that your financial life is not one-dimensional. Our expertise in investing, tax strategies, asset protection, and other areas, allows us to coordinate all elements of your financial life in order to help you reach your goals and achieve peace of mind.
Securities offered through Purshe Kaplan Sterling Investments. Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207
Purshe Kaplan Sterling Investments and Stephen J. Garry & Associates, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Copyright © 2018 Stephen J. Garry & Associates, LLC