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Investment management

Just as every client has unique investment goals, every Sage Rutty advisor has a unique approach to Investment Management.  

One Size Does NOT Fit All

Just as every client has unique investment goals, every Sage Rutty advisor has a unique approach to Investment Management.  

 

Whether you are looking for custom portfolios, third-party money managers, passive or active options, fixed-income portfolios and more; there is a Sage Rutty advisor for you.  

While there are many different strategies and products available for our clients, below is a list of some of the things your Sage Rutty advisor can do for you.

 

If you are not yet a Sage Rutty client, and need help identifying the right fit for you, give our President, Wayne Holly a call.    At Sage Rutty, we know...

You may like all of our Advisors, but you are going to LOVE one of them.  

Risk Management

Forecast.  Evaluate.  Mitigate

Retirement Income

No More Paycheck? No Problem

Portfolio Management

Match Investments to Objectives

Long-Term Care Plan

Be Prepared

Asset Allocation

Balance Risk & Reward

Insurance Analysis

What Kinds? How Much?

Securities Analysis

Finding Proper Value

Cash Flow Analysis

Know What's Coming In & Out 

Business Succession

Smooth.  Equitable. Transition

Education Savings

For Your Child/Grandchild's Future

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Sage Rutty and Company, Inc.   100 Corporate Woods, Suite 300   Rochester, New York 14623 
phone tel:
585.232.3760   fax 1.866.902.0273   toll free 1.800.733.1133

© 2021 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC