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Our financial professionals have the skillset and willingness to take a truly broad based and coordinated approach to helping clients manage their financial affairs.

Our definition of Wealth Management is comprised of components that blend together into a truly integrated financial strategy.

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We employ a research-based process-driven approach for our client’s investments. The foundation of our philosophy is rooted in decades of empirical data that guides our portfolio construction. Opinions, speculation, and market timing are not part of our process.

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Strategic Planning is all about making intelligent, well informed decisions on matters that are important to you. The ultimate objective is to construct at a well-conceived, integrated financial strategy that helps you and your family accomplish your goals and objectives in an effective, predictable manner.

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We act as advisors to companies offering qualified retirement plans to employees.  Our investment philosophy in retirement plans again focuses on our clients’ “serious money.”  We take a consultative approach with each organization to design their plan with competitive costs, a well-constructed participant-focused investment program, an ongoing education program for employees to assist them in making progress toward retirement, and to help plan sponsors understand and address their obligations.

We recommend “open architecture” qualified retirement plan platforms from a number of companies in which investment offerings from a wide range of companies are available with no “proprietary fund” requirements.

 

We provide advice and service at varying levels –

 

Our Broad-based Service – includes:

  • Record-keeper proposal solicitation, evaluation, assessment.
  • Investment program development acting as a co-fiduciary – a 3(21) fiduciary – including Investment Policy Statement development and investment recommendations.
  • Employee Education and Enrollment Assistance Services.
  • Plan Sponsor Design and Fiduciary Consulting Assistance – Plan design alternatives and Plan sponsor fiduciary guidance.
  •  Monitoring – ongoing and annual program review including – Investment selection review and reporting and Benchmarking plan’s all-in costs relative to peers.

 

Our Investment Program Advisory Services – includes:

  • Investment program development (from above) as a 3(21) fiduciary and
  • Monitoring, including annual review of, the investment program.

 

Our Plan Sponsor Design And Fiduciary Consulting Services – includes:

  • Plan Sponsor Design and Fiduciary Consulting Assistance from above and
  • Monitoring, including annual review, of the overall qualified retirement plan program.
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Through our affiliation with Kistler Tiffany Benefits, an employee benefits firm located in Berwyn PA, we offer group insurance brokerage and consulting services for group health, dental, life, and disability income insurance for our business clients.

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Through our partnership with Karr Barth Administrators our firm designs, funds and administers non-qualified benefit plans. Each plan – its benefit structure, funding strategy and administration – is carried out on an individually customized basis. Our clientele includes the full spectrum of American business: from the nation’s largest firms to growing entrepreneurships.

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