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WE’RE HERE TO HELP

If you would like to open a Roth IRA, Mutual Fund Account or Separately Managed Account, please contact us today. You can also schedule to meet with one of our investor relations associates via video conference to discuss our wealth management solutions. For investors in the greater Capital Region, NY area, we welcome you to arrange an in-person meeting at either our Albany or Cobleskill, NY office. Thank you.

Mutual Funds

FAM Funds Shareholder Services
Available 8:30 a.m. to 5:00 p.m. (EST)
Monday to Friday

800.932.3271

email us

518.234.7462
Fax 877.513.0756

Open an Account Online

Separately Managed Accounts

Client Relationship Managers
Available 8:30 a.m. to 5:00 p.m. (EST)
Monday to Friday

800.721.5391

email us

518.234.4393
Fax 518.234.4473

MAIL & DELIVERY ADDRESSES

Intermediary
Relations

Anne Putnam
Chief Executive Officer

518.823.1222

email us