Plan – Invest - Manage

  • Consultancy based investment discipline
  • Customized solutions to unique needs
  • Enhanced performance through a partnership with non-proprietary products and resources while avoiding inherent conflicts of interest in the investment management business
  • Access to “world class” institutional money managers
  • Exceptional capabilities delivered by a team of highly qualified professionals
  • Extensive audit and compliance management
  • Unique reporting capabilities
  • Ability to offer “large” organizational capabilities with the feel of a “boutique”

 

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Youngstown Office | 42 McClurg Road, Youngstown, OH 44512 | 330.743.7000 | 877.228.1643
Howland Office | 1625 Niles-Cortland Road NE, Warren, OH 44484 | 330.609.5057 | 800.540.7957
Canton Office | 4518 Fulton Dr NW Suite 100, Canton, Ohio 44718 | 330.526.7305
Wooster Office | 305 West Liberty Street, Wooster, OH 44691 | 330.439.4495