Our Firm

Our Firm provides investment advisory and wealth management services to corporate executives, professional athletes, business owners, and other affluent clients. Our fundamental investment management process, utilizes a distinct team approach of analyzing, planning, implementing and monitoring a clients investment portfolio. Portfolio recommendations are made after a diligent process is performed to determine our client's specific needs, risk tolerance level, circumstances and goals. The monitoring consists of re-balancing the portfolio, addressing on-going investment needs and accounting for changes in the client's current situation. All portfolio managers have earned the right to use the Chartered Financial Analyst (CFA) designation and are active members in the Financial Analysts of Philadelphia (FAP) and the CFA Institute.

CFA Institute 

Click here to access more information on the CFA Institute, a global organization that awards the CFA designation.