An unwavering focus on wealth and investment management
Our independent ownership, innovation and unparalleled commitment to our clients have made us a trusted partner for more than 65 years.
Focusing on you, our goal is to surpass your expectations through sophisticated investment strategies and superior industry expertise – all with a personalized approach.
Perfectly positioned boutique wealth management
Our structure is by design. Understanding the benefits of being optimally sized, we are a boutique wealth manager with the scale to provide comprehensive solutions, while maintaining our client focus to deliver customized services and solutions.
Empowering your confident pursuit of purpose, passions and legacy.
Empowering your confident pursuit of purpose, passions and legacy.
Driven by your mission, focused on your success.
Driven by your mission, focused on your success.
Consistent. Transparent. Accessible.
Consistent. Transparent. Accessible.
Our clients inspire us, our expertise defines us
Privately owned and independent, our values and commitment have and will continue to guide a long-term perspective for our clients.
65+
Years of Experience
4:1
Client-to-Employee Ratio
$42.5 BN
AUM
50
States in which Clients are Served
As of 6/30/2023
Featured News & Insights
September 06, 2023
President of Glenmede Succeeds Retiring CEO
With Nearly 20 Years at the Firm, Peter Zuleba Assumes CEO Role PHILADELPHIA, PA September 6, 2023 — Glenmede, a leading investment and wealth management firm overseeing …
September 06, 2023
CNBC Power Lunch
Click here to watch Jason Pride, Chief of Investment Strategy and Research, discuss recession risk on CNBC Power LunchWe’re here to help
Get to know our team and how we can partner with you.