Creating & Preserving Wealth for Generations SERVICES ABOUT US ADVISORS UNIVERSITY ACCOUNT LOGIN MORE 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 Asset Allocation Balance Risk & Reward Cash Flow Analysis Know What's Coming In & Out Retirement Income No More Paycheck? No Problem Insurance Analysis What Kinds? How Much? Business Succession Smooth. Equitable. Transition Portfolio Management Match Investments to Objectives Securities Analysis Finding Proper Value Education Savings For Your Child/Grandchild's Future Long-Term Care Plan Be Prepared BACK TO TOP 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 Careers Disclosure/Form CRS Privacy Accessibiity © 2021 Sage Rutty. Sage Rutty is a trademark of Sage Rutty and Company, Inc. Members: FINRA and SIPC