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 can sign on as a co-fiduciary 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
May 2019 Newsletter
Trade is back in the headlines again. Many had expected a deal to be inked this past week between the US and China, but instead talks broke down and new retaliatory measures were put in place on both sides. This month, we look at the potential for escalations in this trade battle. According to reports in the NY Times, the two countries were on a verge of a deal last week, even discussing logistics […]
February 2019 Newsletter
An already bad situation in Venezuela is spiraling out of control. Humanitarian aid is being blocked at the border by the regime of socialist dictator Nicolas Maduro and the dire economic situation in the country is leading to calls in some circles for US military intervention. This month we examine the economic side of this story. Hyperinflation is perhaps the most severe economic sickness that a country can contract. It makes day to day life […]
January 2019 Newsletter
Amid the longest government shutdown in U.S. history, this month we will examine the historical context and some of the potential economic impacts it may have for the rest of the year. Unless you have somehow managed to avoid any news or social media for the last month, you are likely aware that approximately 25% of the federal government is shut down. You are still receiving your mail, the police are responding to calls, and […]
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Monthly Newsletter
This monthly newsletter will keep you current on The Philadelphia Group news and contain our latest insights on economic and market events.
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