Sibir Investment Advisors is a registered investment advisor based in Latham, New York, operating as a sole proprietorship. The firm provides ongoing portfolio management and financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Portfolio management services include building personal investment policies, asset allocation, asset selection, regular monitoring, and managing portfolios with the authority to make trades without asking first. Sibir Investment Advisors also selects third-party investment managers and private equity funds when appropriate. The firm limits its investment advice primarily to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, exchange-traded funds, hedge funds, private equity funds, and private placements. In addition to investment management, Sibir Investment Advisors offers one-time financial planning covering investment planning, life insurance, taxes, retirement, college savings, and debt management. The firm serves individuals and high-net-worth individuals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable. Portfolio management fees are calculated and paid monthly in arrears.