Separate Accounts
Equity Strategies
- Large Cap
- Equity Income
- Large Cap Value
- Large Cap (Core)
- Large Cap Growth
- Strategic Growth
- Mid Cap
- Mid Cap
- Smid Cap
- Smid Cap
- Small Cap
- Small Cap Equity
- Small Cap Concentrated
- Core Fixed
- Intermediate Fixed
- Short Duration/Enhanced Cash
Extensions
Fixed Income
AT A GLANCE
- Privately owned, boutique investment firm
- SEC registered investment advisor
- All investment professionals work from Philadelphia office
- Approximately $5 billion of institutional assets under management (January 2009)