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Philadelphia Investment Partners
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Our Process


Wealth Management Process



1. Overall Market Analysis 
  • Identify current trends of the economic cycle 

2. Sector and Industry Analysis 
  • Recognize areas for overweight and underweight 

3. Specific Investment Selection 
  • Selection of individual investments according to analysis 

4. Portfolio Construction
  • Comprise portfolio according to current environment, analysis, client risk tolerance, time horizon, etc.

5. Monitor and Review 
  •  Constantly monitor and review to ensure targets and goals are maintained 
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"When written in Chinese, the word 'crisis' is composed of two characters. One represents danger, 
and the other represents opportunity."
 
- John F. Kennedy

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