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Quarterly Economic Review – 3rd Quarter 2020

As autumn approaches and we near the end of the third quarter, the vigorous equity market recovery that began in Q2 continues. As of 9/15/20, the S&P 500® is up 11.5% for the quarter and the Russell 3000 and NASDAQ Composite have both advanced nearly 10%. August,...

Socially Responsible Investing

Where your financial goals and personal convictions intersect   Are you looking for a way to integrate your personal values into the way you invest for your future? Is it important to you that the companies you invest in are good corporate citizens? If yes, you...

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STREET ADDRESS
103 MONTGOMERY AVENUE
MONTGOMERYVILLE, PA 18936

215.643.9100

MAILING ADDRESS
P.O. BOX 1010
MONTGOMERYVILLE, PA 18936

215.643.9100

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500