We are an independent SEC Registered Investment Advisor located in Pennsylvania. Founded nearly 30 years ago, our clients include private investors and family groups, public funds, corporations, professional practices, pension/retirement accounts, trusts and foundations. We provide fee-only investment management services with a long track record of investment success. Our team is dedicated to providing concierge-style service for all clients.
Having developed a strong investment, compliance and back office team, we are looking to acquire like-minded practices who desire to either: 1) join a collegial team that will allow them to focus on clients and let our team manage the compliance and back office functions; and/or 2) find a complementary practice to complete their succession plan.