What Makes Us Different

At The Philadelphia Group, we manage client portfolios to address their needs. This gives us the flexibility to focus on attractive asset classes, while avoiding unattractive areas. We can also maintain large money market positions during large stock market declines like 2008 and the first part of 2009.

No Style Box Limitations:
We can invest in any asset class as long as it fits the clients risk profile.

Active Management
Our portfolios allocations adjust as market conditions change.

Defensive Strategies
Our models are designed to move defensive asset classes during bear markets.

Sell Discipline
Our models have built-in sell triggers.

Daily Monitoring
We review the finding of our models every day.

All Asset Classes Utilized
We do not have restrictions on where we invest and therefore can focus on attractive asset classes, while avoid unattractive areas.