A Commitment to Asset Management Excellence

We are driven by a single-minded focus: to provide disciplined, consistent and reliable investment strategies to help clients reach their long-term goals. We partner with elite financial advisors and their clients to create personalized investment plans that are aligned with their financial plans.

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Our Strategies

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Our People

An Experienced and Dedicated Team of Investment Professionals

Our Insights

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Our goal is to help clients remain committed to their investment plan regardless of whether markets go up or down through our:

Experience.

Our Portfolio Managers have extensive industry experience, delivering what we believe are the best investment opportunities in today’s markets.

Discipline.

Using a combination of fundamental and quantitative research, our disciplined investment approach is unemotional and repeatable.

Partnership.

We offer a true partnership to advisors and their clients, taking the time to listen, learn, and help investors achieve their unique goals.

1986

Firm Founded

3 Decades

Serving Financial Advisors & Their Clients

Phila., PA

Corporate Headquarters

An independent asset management firm specializing in customized strategies for high net worth investors.

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