- Individuals
- Pension Funds & Profit Sharing Plans
- Foundations & Endowments
- Charitable Organizations
- Individual Retirement Accounts
- Trusts & Estates
OUR INVESTMENT PRINCIPLES
How do we get results? We develop an investment plan for each client based on realistic long-term goals. Our clients benefit from high-quality strategies, diversified portfolios, and a patient, disciplined, conservative approach.
IMPLEMENTATION
Successful investment strategies are a team effort. Working with our clients, we identify the resources that can best achieve the goal. That kind of personal service is rare today, and that’s why our clients value it so highly.
FUNDING OPTIONS AND FLEXIBILITY
While you must adhere to contribution limits, the source of SEP contributions can be from any business cash supply, including current income, savings, or loan proceeds.
Options to fund your SEP include:
Lump-sum or periodic contributions
Transfers from any of your eligible investment accounts
A low-interest term loan with a one-year clean-up feature in order to maintain your business cash flow.
Our lending professionals work hand-in-hand with the retirement plan representatives to deliver a seamless loan process for SEP funding purposes.
Investment options for your SEP include a wide range of mutual funds*, stocks*, bonds*, EFTs* or FDIC insured CDs.
You can count on strong experience from our team! To explore your investment growth possibilities, use our Investment Calculators.
FOR MORE INFORMATION, PLEASE VISIT OUR AFFILIATE
HUDSON VALLEY INVESTMENT ADVISORS
