Our employees and advisory team members offer an impressive set of credentials and designations including PhDs, CFAs, CFPs, and CPAs. We have assembled a team of professionals who possess tremendous intellectual capital in finance and decades of experience in customer relationship management. Our depth of talent is truly unique in the retail space of financial services, and we are committed to bringing this highly specialized skill set to each and every client engagement. Almost all firms in our industry have a strategic mission to continuously grow. Unlike our competitors, we are committed to remaining very small. This will allow us to remain focused on what we do best for the benefit of a relatively small set of like-minded, value-oriented investors.
We operate on the highest set of principles. We are obligated to uphold the Chartered Financial Analyst (CFA) Code of Ethics, and, as Registered Investment Advisers, we owe our clients a fiduciary level of care. As we move into the future, we would like to play our small role in helping to restore investor trust by building a business model that reflects positively on the entire financial services industry. We are unique, and we have something much better to offer Philadelphia area investors.
On behalf of everyone at Penn Guardian Investment Counsel (PGIC), I would like to thank you for considering our services.
The company is a fee-only Registered Investment Advisor. We offer highly customized investment management services to Delaware Valley families, non-profits, and corporations.
I have been in the financial services industry for over 25 years. There is not a doubt in my mind that the fee-only, independent model is significantly better for investors than the sales driven business models of banks and brokerage firms.
Give us the chance to talk to you in person, and I'm confident that you will agree.
Thomas A. McDevitt, CFA, CFP
Our Clients are generally individuals and institutions with $250,000 to $5,000,000 in investable assets. Client accounts were previously serviced by retail financial advisers (“registered representatives” or “brokers”) working in banks and brokerage firms. In this segment of the market, we offer a number of advantages that are clear and decisive:
Penn Guardian Investment Counsel, LLC