Locations Contact Help LOGIN PERSONAL BUSINESS WEALTH INSURANCE ABOUT Local relationships, global resources. LET'S TALK about your financial goals Individual Retirement Plans Employer Retirement Plans Trust and Estate Meet Our Team Investment Services Asset Management Asset Management We manage each customer’s assets as if they were our own. Whether you need assistance managing endowment funds, inheritances, retirement plans or other assets, you can rely on our experienced investment professionals. With assets under management of approximately $1.8 billion, our personal approach and powerful tools are delivered by our local team of more than 30 that will be here for you now and in the years to come. Customized Approach In order to achieve success as you define it, we customize every portfolio, monitor it closely, and re-balance as needed for consistent goal focus. The Fiduciary Advantage Because we work as a fiduciary, we have a legal duty to act in your best interest. We are not driven by commissions; our goal is to ensure your wishes, goals and objectives are carried out. In addition, we deliver: Investment Expertise We have access to the best investment research in the industry, and constantly monitor the marketplace for investment opportunities. Competence Our familiarity with taxation, trust accounting, trust law, and investments, coupled with many years of practical application, equip us to manage virtually every type of fiduciary account. Specialized Knowledge It’s not common for one person to be a specialist in investments, real estate, taxes, and estate settlement procedures. Our team is deep enough to have experts in each discipline contributing to your needs. Permanence and Availability As a corporation with an indefinite lifetime, you never need to worry about your trustee or executor being unable to carry out their fiduciary responsibilities in the future. Reporting and Communication We offer investment clients customized online access to a platform with investment portfolio information 24 hours a day. This tool helps you take a closer look at your retirement strategy and get an at-a-glance view of your allocations, transactions and balances. With easy-to-understand comprehensive statements, periodic performance review meetings and other tools at your disposal, we can help you make the best adjustments to support your goals. Here, you truly have a team that is invested in you. Part of the Arrow Family of Companies Corporate | Contact Us | Website Accessibility | Disclosures | Privacy | In the News | Join Our Team | Site Map NMLSR ID: 473214 | Routing Number: 021302554 INSURANCE AND INVESTMENT PRODUCTS: Not a deposit, Not FDIC Insured Not Insured by Any Federal Government Agency Not Guaranteed by the Bank May Go Down in Value Insurance products are offered through Upstate Agency LLC (South Glens Falls, N.Y.) This agency is a non-bank subsidiary of the Arrow Financial Corporation family of companies and is licensed to sell insurance in New York State and act as an agent for issuing insurers. Insurance policies are obligations of the insurers that issue the policies. © 2021 Glens Falls National Bank and Trust Company.