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High Falls Advisors

EST. AUM
$694,723,183

CONTACTS
6

CLIENT ACCOUNTS
1,848

Firm Details

Metro area Rochester
CRD Number 108678
Website highfallsadvisors.com
Client types

Overview

The team runs a Enhanced Allocation Strategy which utilizes actively managed mutual funds. Using asset allocation models to achieve broad diversification of asset classes, there are 6 portfolios offered. Managed mutual funds are used as the investment vehicle in this strategy and portfolios remain fully invested throughout all stock market phases. Portfolios are monitored, adjusted and rebalanced as necessary using in-house performance and management criteria as well as 3rd party research.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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