ALPINE SAXON WOODS

Overview

Alpine Saxon Woods operates as a boutique, fee-based investment adviser focused on discretionary portfolio management for individuals and small businesses, with institutional clients also represented. The firm has been SEC-registered since 1999 and charges clients on a percentage-of-AUM basis. Its stated investment preference is equities, implemented primarily through separately managed accounts and exchange-traded products, with mutual funds used as complementary building blocks. Alpine Saxon Woods is not identified as an active ESG investor and does not position itself as a multi-state adviser or pension consultant. The firm also has affiliations that indicate sponsor or general partner activity in pooled investment vehicles, which suggests it manages or sponsors private commingled structures in addition to delivering managed accounts. That affiliation, together with the use of third-party alternative managers for real estate, points to a mix of internally managed portfolios and access to external private-market managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices