Investments
Phoenixville Federal’s services are designed to address each client’s financial objectives. Portfolios are customized and tailored to the specific requirements of each client. Our goal is to provide superior investment results in addition to the highest level of customer service.
Our overriding investment objective is capital appreciation. Our strategy for achieving this objective is to purchase equities that offer growth opportunities at reasonable prices and to monitor the performance of these securities on an ongoing basis. Integral to the implementation of this strategy is the technique used for portfolio construction – diversification of industry sectors and holdings which is fundamental to Phoenixville Federal’s investment style.
Our investment professionals work with clients to understand their individual circumstances and long-range financial objectives. We consider financial needs, both near-term and future, in developing an appropriate investment strategy.
401(k) Rollover
Phoenixville Federal provides for individuals who have transferred retirement assets for professional management. By developing an individualized and well diversified plan for long-term growth, we give clients piece-of-mind knowing their “nest egg” is safe.
Asset Allocation Models
Designed to take the guess-work out of investing, Phoenixville Federal utilizes asset allocation models. This helps our clients diversify their portfolios over a broad range of pre-screened mutual funds.
