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Philadelphia Investment Partners
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Our Process


WEALTH MANAGEMENT PROCESS

Advantages of Working with PIP


No Conflicts of Interest

Process-Driven
 
Friendly and Attentive Personal Service

Performance
  • We recognize that the #1 reason why clients hire us is to provide them with a "value-added" service over the long-term. Our open architecture platform allows us to utilize best of breed investments and remain completely unbiased and independent when providing value-added investments advice.

We are not incentivized by investment firms, nor are we clouded with campaigns and ideas of the day. 

Unlike hidden and "baked-in" fees, all costs and fees are disclosed upfront and ongoing allowing for a more informed investor.
  • On certain types of accounts, our fee is tax-deductible such as other professional expenses.
  • Constant contact via face-to-face meetings, phone calls, and emails.
  • Advise on ancillary investments such as 401ks and other investments.
  • At least one comprehensive annual review to discuss any new personal developments, the current economic environment and portfolio performance.
  • Although future returns can't be guaranteed, we encourage prospective clients to contact our current clientele for testimonials.

"Risk is good. Not properly managing your risk is a dangerous leap." 
- Evel Knievel, Motorcyclist

ALLIANCES

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Copyright © 2022 PIP, LLC.  All rights reserved.                                                                                             Phone: 856-210-6779 • Fax: 856-210-6789 • Email: info@piplp.com