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.
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.
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?
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 […]
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 […]
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 […]