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
September 2017 Newsletter
Hurricane Economics
Our thoughts are with those clients and their family members who have been impacted by this past month’s hurricanes in Texas and Florida. This month we examine some of the economic impacts of these storms and their historical context. These past several weeks have brought some of the most intense weather our country has ever seen. For the first time in recorded history, two category 4 hurricanes made landfall in the continental U.S. less than […]
August 2017 Newsletter
Piercing the Veil of North Korea
In this Issue As tensions on the Korean peninsula rise to their greatest level in recent years, we look at the economics of the reclusive nation and the ties they have to the rest of the world. The first thing to note when discussing the economics of the Democratic People’s Republic of Korea (DPRK) is that the data does not come from the DPRK itself. Rather it is inferred through intelligence agencies, analyzing data from […]
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 […]
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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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