The Philadelphia Group
Areas of Focus
Wealth Management
No matter the level of sophistication desired, The Philadelphia Group has the advisors and technology platforms to serve the investment needs of any size portfolio. Whether you are just starting out saving for retirement or are seeking to preserve and grow wealth already accumulated, The Philadelphia Group can create a plan to help.
Retirement Plan Consulting
Whether it is a 401(k), 403(b), or Defined Benefit Plan, The Philadelphia Group acts as a consultant versus that of a traditional broker, and to sign on as co-fiduciaries to your company’s retirement plan. Additionally, we offer Business Succession Planning, Executive Benefits and Group Employee Benefit Plans.
Insurance Protection
Our team is well versed in serving the needs of families and individuals who wish to protect themselves and their families from unforeseen events. Insurance is an important part of any holistic financial picture, and our advisors are ready to walk their clients through the complex insurance landscape.
Private Wealth Management
Our Simple Process
Risk Discovery
Take a brief adaptive risk preference survey to determine what level of volatility you are comfortable with in your portfolio. We will then analyze your current investments to see if you are allocated in the way you should be based on the results of that survey.
Optimize Portfolio
We will design a portfolio for you that matches up to the characteristics agreed upon during the risk discovery process. Our assessment software uses historical volatility and correlation figures to determine a statistically likely range of potential returns.
Implement & Monitor
We will build and manage your portfolio based on a foundation of mathematical risk assessment. With this program, you will know why your portfolio is allocated the way that it is; can you say that about your current advisor?
Newsletters
From the Investment Department
July 2017 Newsletter
A Weight on the Back of Young Americans
In this Issue In a recent story, reminiscent of the subprime mortgage era of 2007, a portion of the outstanding $108 billion in private student loans have been ruled noncollectable by courts, due to missing or fake documentation. Just like those mortgages, these loans typically came with higher interest rates and fewer consumer protections than federal loans, often targeting low-income borrowers attending for-profit schools. In this issue, we dig in to some of the numbers and challenge […]
The Philadelphia Group’s Managing Partner Joseph Elliott Appointed to Children’s Hospital of Philadelphia Corporate Council
Wealth management consulting firm founder tapped to share expertise with world-renowned children’s healthcare organization King of Prussia, Pa. – June 22, 2017 – The Philadelphia Group, an independent wealth management consulting firm based in King of Prussia, Pa., is pleased to announce that its Founder and Managing Partner Joseph Elliott, III, CFP, AIF, has been appointed to the Corporate Council of Children’s Hospital of Philadelphia (CHOP). The Corporate Council is comprised of top business and civic […]
June 2017 Newsletter
Climate Change & Pulling out of Paris
In This Issue: As has become the norm, the reaction to President Trump pulling the US out of the Paris Climate Accord has been either abject horror and condemnation or raucous support and praise. We will attempt to provide a more balanced and nuanced perspective on the issue this month. First, Some Facts Reasonable people can disagree on the extent to which human activity is influencing the change in climate and what the appropriate actions […]
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