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Saxon Woods Advisors

Purchase, New York, United States

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General Info:

Saxon Woods Advisors provides private asset management services to separate accounts, including alternative investment options, tailored to the needs of individual and institutional investors. The company, located in Purchase, N.Y., operates under the Alpine Woods Investments, a privately owned investment management firm. The Alpine investment program includes various areas of specialization, such as real estate securities, equity-income portfolios emphasizing growing values, income-equity portfolios designed to generate tax-advantaged income and growth and short- to intermediate-term tax-exempt fixed-income securities. Its private asset management services include quarterly portfolio performance reports, semiannual investment and economic analysis letter, tax-aware investment management, consultative sourcing for retirement strategies, personal trusts, estate planning and charitable giving. Additionally, the company coordinates with independent accounting and financial planning consultants.

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