Investments & Wealth Planning
- Investment Management Agency
- Traditional IRA, Roth IRA, 401(k) Rollover
- Tax Planning
- Estate and Wealth Planning
Investment risk tolerance is the degree to which you personally can withstand the variables in the market without panicking or selling at the wrong time. Phoenixville Federal’s Wealth Management team uses the FinaMetrica Risk Profiling service, which provides an assessment of you personal financial risk tolerance in order to help you plan effectively to meet your financial goals. Take the brief questionnaire here at the right for a no-obligation assessment of your investment risk tolerance.
CLICK BELOW TO DISCOVER YOUR PERSONAL RISK TOLERANCE
Our wealth management team, in conjunction with our strategic partner Addison Capital Group, provide superior investment results in addition to the highest level of client service.
We strive to help identify your objectives for asset growth, income, principal protection and tax-minimization. As a wealth manager, 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 conjunction with the highest level of customer service.
Phoenixville Federal's overriding investment objective is capital appreciation. We employ a proprietary 3 pronged approach to all investment classes. Integral to the implementation of this strategy is the combination of technical, economic, and fundamental screens. Our investment professionals work with clients to develop a tailored asset allocation that fits each clients' needs and risk tolerance levels.
When you select Phoenixville Federal as your investment advisor, we will become the full-time manager of your portfolio. Each client is assigned a relationship manager, dedicated portfolio manager and administrator. Together, with you, we develop an appropriate investment strategy based on your goals and objectives both now and in the future.
Phoenixville Federal provides for individuals who have transferred substantial 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.
We will work with your accountant to develop a tax plan that will benefit you and your family in the most tax advantaged way.
We assist individuals and families clarify their estate plans and understand alternatives. Our advisors work with your attorney, reviewing documents and following up to ensure that the estate plan is on schedule and on target.