The Peirce Park Group Process
| Peirce Park Group’s comprehensive services are designed to assist our clients meet their fiduciary responsibilities. Each client relationship begins with a formal review of the current portfolio including investment policy, asset allocation, manager structure and manager performance. Our clients also receive an evaluation of management, custodial and trading fees for possible cost savings and fee negotiations. We then assess existing financial position and risk appetite to help define short- and long-term goals and objectives.
Capitalizing on our expertise in the investment consulting field, we combine our experience with advanced technology and analytical tools to help clients formulate an investment plan that suits their unique requirements. We provide diligent guidance through the entire investment consulting process; continually educating our clients and ensuring their appropriate next fiduciary steps. Listening and advising with objectivity. |
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WEST CHESTER, PA OFFICE 300 South High Street West Chester, PA 19382 Phone: 610.719.0300 Fax: 610.719.8345 |
PITTSBURGH, PA OFFICE Two University Square, Suite 423 4601 Fifth Avenue Pittsburgh, PA 15213 Phone: 412.241.1682 Fax: 610.719.8345 |
WILMINGTON, DE OFFICE 1407 Foulk Road, Suite 100 Wilmington, DE 19803 Phone: 302.429.0475 Fax: 610.719.8345 |
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