Background

PageOne Financial, inc. is an SEC Registered Investment Adviser located in the Capital District of New York State. Incorporated in 1986, PageOne manages over 3,000 individual, corporate and retirement accounts and provides specialized management programs that include mutual funds and variable annuity/life products. Led by Chairman Edgar R. Page, PageOne Financial is an active asset manager that relies upon decades of industry experience and state-of-the-art technology to monitor and analyze financial markets, identify emerging trends, and reposition investors assets to capitalize on market opportunities.

  • SEC Registered Investment Adviser formed in 1986.
  • Fee-Based Active Asset Manager specializing in mutual fund, variable annuity/variable life, and ETF accounts.
  • Manages Over 3,000 Individual, Corporate, and Retirement Accounts.
  • Works with many prominent broker-dealers and their representatives.