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Investment Management

A strategy built for your needs, not our bottom line.

Money is personal, and it should be. The growth and success of your investment assets determine your next milestone. Our team understands how important your investment success is to you— and that’s why we take such a highly personalized, team-centered approach. At every step of the way, we are engaged and focused on exactly what you need to achieve according to your personal definition of financial success.

Our Process

Benefit from the hands-on service and powerful expertise of a team who can partner with you in person.

Discovery: Let’s talk.

When we first meet, we take the time to get to know you and understand your financial needs and objectives. We’ll have an open and honest dialogue about your expectations and risk tolerance. Ultimately, we’ll help you determine what you want your money to do for you.

Strategy: Let’s plan.

Your unique financial objectives function as our guide as we tailor an effective, long-term investment strategy for you. Once we have a functional understanding of your needs, we develop a comprehensive proposal that outlines our recommended strategy for your long-term success. Our second meeting with you provides the opportunity to present our recommendation in person. We use this time to walk you through our strategies and explain the rationale behind our recommendations.

Implementations: Let’s activate.

Once our plan is in place, our next steps are to put your investment strategy in motion. We’ll begin to allocate your funds according to the specifics of our Phase II strategic plan. As we do, we keep you informed every step of the way. Throughout the entire process, we are here to answer questions and provide updates on progress. Communication is key to making the process quick and easy for you.

Monitoring and Adjusting: Let’s stay on track.

Financial markets change—so it’s important that your investment strategy is ready to adapt at every turn. Our advisors regularly monitor your accounts to ensure their performance is measuring up. At times, we may need to modify an existing strategy or develop a new one. We continue to work with you to make sure your investment performance meets your needs as well as the demands of global markets.

For more information about our firm and our services, please call us at 800.626.1027. We would enjoy learning more about your goals and dreams.

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Learn more:
New Retirement Rules with the Secure Act of 2019
Creating a Financially Organized Life
The Secure Act 

Form CRS - Penn Investment Advisors, Inc.Penn Investment Advisors, Inc. ADV Part 2A
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment advisory services are offered through Penn Investment Advisors, Inc. , a Registered Investment Advisor. Penn Investment Advisors is a wholly owned subsidiary of Penn Community Bank (Bank). Penn Investment Advisors does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Penn Investment Advisors are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations of the Bank or guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.




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