Our wealth management services provide a comprehensive level of
financial planning
and
investment management
in two phases. The first phase of our wealth management services includes the development of a specific Investment Proposal and Investment Policy Statement (IPS).
To help you
build a successful investment strategy,
we work with a team of the industry’s most elite investment professionals. Through our Asset Management Program, you will have direct access to a level of capability rarely available to most investors. For example, one of the primary determinants of portfolio performance is the asset allocation decision. One of the most important duties of the
Portfolio Strategist
is executing the asset allocation strategy. Because the asset allocation decision is the primary determinant of portfolio performance, we have gone to great lengths to bring significant capability to this critical area of decision-making. When selecting Portfolio Strategists, our due diligence has focused on firms demonstrating:
Substantial research across global capital markets
Asset allocation and portfolio strategy as a core competency
Investment Policy Committees composed of senior investment professionals
Disciplined investment process
The Portfolio Strategists are one of the primary participants of a properly integrated investment team. We determine which Portfolio Strategist is appropriate for your individual circumstances. As one of our clients, you have an exclusive opportunity to access this high level of capability through our Asset Management Program.
The second phase of these services is ongoing management and
financial planning.
Included with this phase are quarterly reports on the investment portfolio, target allocation and related performance. This includes a tracking of portfolio holdings, interest and dividend payments, capital gains, overall portfolio performance, and so forth. Periodic meetings are held to review your current situation and investment portfolio. Fees are calculated as a percentage of assets under management and include ongoing financial planning services with online access to our interactive daily
wealth management system.
If you have any issues or areas of concern regarding your investments, please feel free to give us a call.
Our office is located near Pittsburgh, Pennsylvania on Washington Road (Rt. 19) in South Strabane Township. We would look forward to meeting you!
