Investment Philosophy

Our goal is to produce consistent results for our clients. We do not participate in fads and we do not take speculative bets. We rely on our clearly defined investment process based on financial theory and industry best practices, informed by both quantitative and qualitative factors.  Our clients’ portfolios are tailored specifically to their individual return goals and the risk they are willing to accept.  Importantly, our Investment Committee is flexible in terms of the investment vehicles we utilize.  Although not limited to individual equities, mutual funds, ETF’s and separately managed accounts, these are the most often used solutions.

In addition to our in-house investment specialists, our practice is supported by additional wealth management specialists and investment strategists based out of Janney's corporate headquarters in Philadelphia, PA.  We work closely with these individuals in order to offer world-class solutions and services for each of our clients.