Defined Benefit Investment Management

Fiduciary responsibility, independence, objectivity, and transparency guide our investment decisions. We believe in, and follow, fiduciary standards for private sector and municipal pension plans.

We take an institutional investment approach that includes:

Utilization of individual stocks and bonds
Eliminating the inefficiencies of mutual funds, which are investment vehicles designed for smaller entities
Developing an asset allocation model
Selecting appropriate managers for specific asset classes, and assuring coordination among managers
Monitoring fees, performance and services of asset class managers

10116 Valley Forge Circle
King of Prussia, PA 19406

Phone: 610-354-0288
Fax: 610-354-9413
email us

Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.