About his business today, Ben says, “The first thing I do for my clients is to help them identify their short and long-term goals. Then, together, we develop an investment plan, with investments that are appropriate for their objectives and their own personal feelings about risk. I believe that the best investment plan is both effective and comfortable. I help clients understand the role of varying investment products in their portfolio and set realistic expectations for growth. I carefully monitor my clients’ portfolios and recommend changes as necessary. I believe that careful monitoring is a key to success—especially during times of volatility and market uncertainty.”
As your Financial Advisor, his mission is to provide you with a sound investment plan and to review that plan. While over the long term, a customized portfolio can be an effective way to build wealth, investors sometimes make mistakes that hinder their progress. This may include not establishing objectives, not adjusting to market cycles, and investing in too many or too few issues. His goal is to help investors avoid these mistakes and build strong portfolios.
His experience as a value investor is an essential tool in assisting his clients in all aspects of their financial decisions. Whether it be stocks, bonds, mutual funds, annuities, insurance, liability management services, commodities/futures, or any other financial instrument, assessing value is crucial in understanding the potential for growth and assessing risk. He brings over 33 years of this understanding and experience to all his clients’ investments.
Ben is a resource of financial information. He has been quoted nationally by the Wall Street Journal and for the local media. He is a member of the WRGB (CBS affiliate) financial answer team, and appears regularly on CBS’s nightly news program to answer questions and address issues in the financial markets. His counsel is regularly sought out by the business writers of the Albany Times Union, where he is frequently quoted. He also has written numerous articles on the financial markets.
Ben received a B.S. degree in business from The Whitman School of Business Management at Syracuse University. He lives in Saratoga Springs, New York, with his wife, Deidre, an attorney, sons, Maxim & Sachiel, and their German shepherds, Levi & Jolie and their rescue Bowie.
In his free time, Ben is an ardent outdoorsman and athlete. Besides hiking in the high peaks, he is an avid runner, Skier, martial arts participant and plays both indoor and outdoor soccer. Ben continues his family’s 100+ year involvement in the Capital District’s business community, including being a mentor for Skidmore College, and supporting Friends of the Troy Spring, the Regional Food Bank, miSci and the Double H Ranch.
37 Henry Street
Saratoga Springs, NY 12866
518-581-5049 or 800-581-5196