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Fiduciary responsibility, independence, objectivity, and transparency guide our investment decisions. We believe in, and follow, fiduciary standards for corporate retirement and municipal pension plans.
Our costs are transparent, so you can trust our counsel. You will not be subject to hidden fees or “wrappers.” You need to know exactly what you are being charged and we will clearly present all service and advisory fees.
We are not affiliated with any wire house, insurance company or mutual fund company, so we are not tied to specific products. We don’t rely on revenue sharing from financial institutions, which allows us to be impartial, objective advocates for our clients.
We earn a percentage of assets under management, so we have a vested interest in growing your portfolio.
10116 Valley Forge Circle
King of Prussia, PA 19406
Phone: 610-354-0288
Fax: 610-354-9413
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Securities and advisory services offered through Geneos Wealth Management, Inc. Member
FINRA
/
SIPC
.