THINK FORWARD
We Are Here For Your Biggest Financial Challenge
Wherever you are on your financial journey, we simplify the world of investing.
UNDERSTANDING YOUR NEEDS
Our Unique Investment Process is Tailored for You
IDEAS THAT
Move Us Forward
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We regard our association with clients as much qualitative as it is quantitative, and our investment approach is in years not quarters. We interpret our job as somewhat broader than just competing with the indices. We think of ourselves as taking care of our clients by taking care of their finances. We’ve grown more than we originally expected which means that we now have quite a few more friends than we had in 1992.
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Security selection is not an art. It’s art appreciation. The art is the company itself, just as the picture at the Carnegie is the art. The stock picker recognizes the art, prices it, and tries to extend its value into the future.
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We believe that our most valuable tool to make rational decisions during irrational and emotional times is the Investment Policy. By utilizing a fixed investment policy, we remove the emotional reaction that market swings cause in many of us.
Our People
We share a common drive to achieve and are continually looking for opportunities to improve our services and performance – to the benefit of our clients. We are founded on the simple belief that success is rooted in people; we believe that employees reach their fullest potential when they feel a high degree of freedom and work with other forward-thinking professionals. We are seasoned and experienced, young and innovative. We are a well-balanced, dynamic collection of professionals across two locations.
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PENNSYLVANIA OFFICE
800.354.3105
OHIO OFFICE
800.203.6593
BROKER CHECK
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