Stewardship
Webster’s defines it as the responsible overseeing and protection of something considered worth caring for and preserving. As stewards, we provide independent, tax and fee-sensitive investment counseling and individualized portfolio management to high-net-worth individuals, families, and non-profit organizations. We work collaboratively with them toward achieving specific goals for their benefit.
Independent and Employee-Owned
We believe the client always comes first. We have seen firsthand how culture can change following a corporate transaction. We are committed to remaining independent, and employee owned.
“The Radnor Difference”
Investment offerings in the wealth management industry have become increasingly complicated, and costs can be difficult to determine. We build client portfolios with individual stocks and bonds. Our clients find it easy to answer the following questions: What do I own? How am I doing? How much am I paying?
Our Investment Strategies:
The Equity Income Strategy is best suited for clients who seek income through dividends as a significant component of portfolio total return, have long-term oriented investment objectives, and look for less downside portfolio risk. Learn more »
The Core Strategy is best suited for clients who seek price appreciation as a significant component of portfolio total return, have long-term oriented investment objectives, and look for less downside portfolio risk. Learn more »
The Small Cap Strategy is best suited for clients who seek price appreciation as a significant component of portfolio total return, have long-term oriented investment objectives, and look for less downside portfolio risk. Learn more »
To the extent that investors are putting risk capital to work in stocks, accepting higher volatility in exchange for higher returns, the bond side of the portfolio has traditionally acted as a counter-balance, helping to mitigate overall portfolio volatility while also producing a steady stream of income. Learn more »
INVESTMENT COMMENTARY AND MARKET UPDATE — For our recent thoughts on the market, please CLICK HERE »
Our Logo:
The gryphon is an iconic mythical creature that symbolizes guardianship of treasure and priceless possessions.