Financial Management Services
At High Falls Advisors, we serve as coordinators, bringing together all financial disciplines to make certain our financial strategies are timely and prudent. We provide access to hand-selected specialists, choose cost-effective alternatives, and inform you of progress and developments.

Portfolio Management Services
We will take responsibility for the daily management of a portfolio of securities, using our discretion to make portfolio changes in line with your goals, and we will produce quarterly performance reports. We emphasize cash flow and safety of principal, with the goal of maximum total return.

Portfolio Advisory Services
For those who wish to manage their own portfolios, we offer advice according to an agreed-upon schedule, either as individual components or as part of a complete program.

Tax Planning and Preparation
At High Falls Advisors, we provide tax services to our clients with a team of knowledgeable professionals. They are equipped to not only prepare taxes, but also assist our advisors in recommending tax planning strategies which when implemented benefit the client in the current and future years.

Retirement Benefits Consulting
We provide our clients with a clear understanding of their benefit options before and after retirement. Based on combined corporate benefits experience exceeding 50 years, our professionals help clients with their pension payment decisions. In addition we provide survivor counseling in the event of death.

• See Jim McBride for more

Fiduciary Agent Services
On request, we will be glad to serve as agent for a Trustee or Executor, based on need and expectations.

Family Agent Services
We develop and manage family business plans, coordinate family record-keeping, and act as your representative in matters involving other family advisors.

SIP Fund Management
We offer this service to help Kodak employees and retirees manage their SIP 401(k) plans. By keeping an eye to controlling downside risk in the marketplace, plan participants develop their goals with the help of High Falls Advisors. We then monitor progress toward those goals by tracking the performance of selected funds.

High Falls Advisors track market changes, adjusting portfolio allocations when necessary, taking advantage of the plan owners' ability to shift certain funds without transaction costs.

Re-balancing your equity and fixed income funds, as conditions warrant, helps to smooth out the bumps in the investment road without sacrificing the goal of enhancing the value of clients' savings and investment plans.

• Read more about SIP Fund Management
• See Jim Englert for more