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
August 2018 Newsletter
You may have been hearing the terms ‘yield curve’ and ‘inversion’ mentioned in the financial press recently, most likely with negative connotations. This month we will discuss this indicator, and how it relates to economies and the markets. When you hear that the Federal Reserve is ‘raising/lowering interest rates’ it can be easy to assume that the Fed is setting interest rates across the economy. In reality though, the Fed is only moving one rate. […]
May 2018 Newsletter
Last week, the US House of Representatives passed legislation designed to ease some of the regulations on the banking industry, originally put in place after the 2008 mortgage crisis as part of the Dodd-Frank regulatory overhaul. This month, we look at this new legislation and some ways in which it could affect the consumer. In what was a rare act of semi-bipartisanship, the house voted 258-159 (with 33 Democrats) to ease Dodd-Frank regulations on banks […]
April 2018 Newsletter
Ten years removed from the housing collapse of 2007-2008, home prices have rebounded back to pre-crisis levels and beyond in many markets. This month we look at the state of housing and how that critical part of the American experience is playing out across the country. At first glance, it appears that after a long decade of recovery, the housing market in the U.S. is stronger than it has been in a generation. Much of […]
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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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