Saddle River Capital Management is a Registered Investment Advisor who adds decades of hands-on institutional investment research, portfolio management, and trading experience to provide individual investors, institutional investors, advisors, family offices, endowments and foundations with exceptional financial expertise. We are backed by the full power and resources of Fidelity Investments.

The Saddle River Capital Management Difference:

Our mission is to understand your financial goals and help you reach them with confidence. Whether you are an individual, advisor, foundation or business, developing an investment plan and consistently reaching and exceeding your plan with confidence is essential. We are experienced financial advisors and investment managers dedicated to your financial success.

We provide comprehensive retirement and estate planning. We help you identify your financial goals and the risks associated with them. Then we work with you to develop a plan so you can consistently reach your financial goals.

Our focus is on investment management. Our experience is in institutional investment research and portfolio management. We do our own research, select and manage the investments in our client’s portfolios ourselves-we don’t rely on an outside research staff, committee or news letter to select securities.

We believe in “active indexing”. The index advantage: lower portfolio cost, easy diversification, easily manage portfolio risks, tax advantages, and consistent results. We are specialists in building Exchange Traded Fund Portfolios. We have developed 5 life cycle or risk adjusted portfolios with a successful 3 year track record. We are one of the very few investment managers with ETF portfolios with a track record.

We use institutional investment techniques to build portfolios. Our portfolios are developed using a benchmark index as a base and overweighting the portions of the index that we feel will outperform the benchmark. Regardless of what your asset allocation goals are, we can develop a portfolio to consistently reach and exceed those goals.