Investment Management Program and Consulting Services
Investment Management Program
W.E. Griffith & Associates, LLC provides investment management and consulting services to individuals, families, professionals, business owners and retirees in Pittsburgh and throughout Pennsylvania.
We offer one of the most comprehensive fee-based investment management programs in the industry.
In order to help you achieve your financial goals, we seek out institutional-quality investment talent to leverage on your behalf.
Customized Solutions
Our Investment Management Program provides us with the ability to offer customized investment solutions that may be appropriate for your needs – with the flexibility to keep you on track as your goals and circumstances evolve.
Our Six Step Investment Process includes access to ten institutional-quality Portfolio Strategists who have considerable expertise in specific approaches to asset allocation. Once we determine the right mix of asset classes for your portfolio, we will implement your asset allocation strategy utilizing a range of investment vehicles, such as No-Load Mutual Funds, Exchange Traded Funds, Unified Managed Accounts and Privately Managed Accounts.
Consulting Services
We will keep you fully informed and up-to-date on your investment plan through proactive communication.
Our Investment Consulting Process is supported by state of the art technology designed to provide clear, concise and timely reporting, including Quarterly Performance Reports, tax reporting and a personal website with access to your account information.
We will keep you informed so that you are more comfortable with your decisions.
Communities We Serve
Here is a partial list of some of the Pittsburgh Area communities that we serve:
Baldwin, Bentleyville, Bethel Park, Bridgeville, Canonsburg, Carnegie, Cecil, Claysville, Eighty Four, Finleyville, Green Hills, Heidelberg, Hendersonville, Houston, Jefferson Hills, Lawrence, Library, Marianna, McDonald, McMurray, Meadow Lands, Mt. Lebanon, North Strabane, Oakdale, Peters, Pittsburgh, Pleasant Hills, Scott Township, South Park, South Strabane, Thompsonville, Upper St. Clair, Venetia, Venice, Washington, West Alexander, Whitehall.
Please feel free to call us if you have questions or if you would like to schedule a financial consultation to learn more about our investment management program.
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