| Comprehensive Wealth Management
 While our primary role is investment management, we believe it is essential to coordinate our clients` investment strategies with their overall financial situation. Often we first meet with their attorneys or accountants to determine their current circumstances and goals. Traditional money managers take a focused approach; they often manage portfolios according to a limited number of investment objectives and do not become involved in other aspects of their clients` finances. We obtain detailed information about our clients` assets, liabilities, income and expenses. We discuss their short- and long-range goals, assess their tolerance for risk and develop a coordinated investment strategy.
Depth of Knowledge
Our professionals have extensive backgrounds in taxation, estate planning, investment and risk management. We have the knowledge and experience to create strategies which help to optimize our clients` various goals. We maintain close contact with many of the industry`s other leading investment managers with whom we discuss market and economic trends.
Goal Setting
It seems logical to assume that before one would begin construction of a house there would be a blueprint to guide the process. Unfortunately many investors assemble their portfolios in a piecemeal fashion by selecting products touted by salesmen, newspaper ads or magazine articles. We work with our clients to develop a plan which, sets goals and provides benchmarks before the investing process begins or continues.
Independence
We work for the client. As independent financial advisors the overriding principle which guides all of our actions is our responsibility to the client. Stock brokers, financial planners and other purveyors of financial products are often faced with tremendous pressure to first serve the needs of their employers. True objectivity is what our clients demand and that is what they get.
Customized Investment Strategies
Most other investment managers run model portfolios of which their clients own a portion. Each Penn Estate Planning Advisors, Inc. client owns a customized, highly diversified portfolio which is designed and monitored with an eye to achieving the unique goals and objectives of the investment plan we have developed. Our philosophy of financial management is unusually multifaceted. While others specialize in stocks, bonds, real estate, or some other type of investment alternative, we construct a portfolio only after thorough fact-finding and research. Two clients may seem similar at first but each has unique familial, tax and business characteristics which may dictate quite different paths.
Enduring Client Relationships
Our orientation and history demonstrate an enduring relationship with our clients. Our modest size allows us to deliver a degree of service, flexibility, and close attention to detail seldom found in larger institutions. We are not just a voice on the phone or an anonymous 800 number. In short, we know our clients. Many new relationships with Penn Estate Planning Advisors have begun because our clients have been frustrated by the lack of personal knowledge and attention provided by their previous advisors. Our firm is owned and managed by our officers who are fully accountable for the long-term performance of our clients` investment portfolios.
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