Barron's Advisor Hall of Fame ABOUT US WORKING WITH YOU SERVICES NEWS BLOG CAREERS AT WALDRON CONTACT LOGIN Back to Services Financial Planning Investment Management Services Family Enterprise Services Income Tax Planning Trust and Estate Planning Trust Services Insurance and Asset Protection Strategies Family Office Support Services Executive Compensation and Benefits Business Owner Advisory Services Next Generation Wealth Planning and Education Lifestyle Services Goal-based Investing Benjamin Greenfeld, CFP®, Partner and Chief Investment Officer, illustrates the wisdom of an investment model based on needs and objectives. More INVESTMENT MANAGEMENT SERVICES While we highlight aspects of wealth management that other firms tend to overlook, our investment expertise remains a critically important aspect of our advice. To that end, we operate an institutional-grade investment management approach that we customize precisely to your situation. The result is portfolio recommendations based on strategic and tactical asset allocation and prudent diversification. And because we are independent, it is advice that is always free from conflicts of interest. Asset Allocation When evaluating current and recommended holdings—stocks, bonds, cash, real estate, alternatives and other investment vehicles—asset allocation may be the most important part of the investment decision. We advise on investments to provide a high level of diversification, but whatever we consider, we are always guided by this maxim—“Know what you’re paying for; never invest in something you don’t understand or is difficult to value.” Once investments are made, we regularly summarize and report on your assets by entity, by category, and by manager. Where We Find Our Managers We approach manager selection from the same holistic, 360° point of view we bring to wealth management overall; databases alone can’t tell the whole story of a manager’s performance. Manager Selection and Monitoring Starting with managers who have demonstrated a history of consistent performance, we dig deeper, using in-depth interviews to understand the rationale behind a manager’s performance. They are considered through the lens of both rate of return and risk taken to achieve that return. We then carefully monitor the chosen managers, replacing them with more suitable candidates if necessary. Performance Reporting Reporting can be produced in accordance with your needs and within the context of your goals and objectives. It can be structured for you or your family office. Concentrated Stock Position Management Maybe you received a large block of stock as part of executive compensation, or maybe an early investment in a single stock historically provided above-average returns, or maybe it is a family legacy passed down to you, it is still best to diversify—but when, and at what pace? We’ll provide the answers. Review and Reporting of Non-managed Accounts So you see the total picture, our reporting technology is built around pulling together the detailed transactions and values for all your investment accounts. We then perform the aggregation of data needed to clearly evaluate non-managed accounts and place them within the proper context of your portfolio. Private Equity Tracking Despite the nature of private equity investments—large and illiquid for long periods—they should be tracked continually as part of your overarching strategy. After Tax Return Analysis A performance figure for an investment doesn’t tell the whole story. What was the true return after taxes? By viewing your investments through the lens of your tax situation, we make sure the recommendations remain true to your overall plan. Investment Location Structuring Hand in hand with asset allocation is the location of investments—should the investment be in an exempt or non-exempt generation skipped trust? An IRA? The 360° view Waldron provides leads to the decisions that can ultimately be of great benefit to our clients. NO MATTER YOUR GOALS, WE’RE HERE TO HELP. REACH OUT TO SPEAK WITH ONE OF OUR EXPERTS. CONTACT US ABOUT US WORKING WITH YOU SERVICES NEWS BLOG CONTACT LOGIN 44 Abele Road, Suite 400 Bridgeville, PA 15017 • Phone: (412) 221-1005 • Fax: (412) 221-2005 3303 Water Street N.W., 3F Washington, DC 20007 • Phone: (202) 656-8587 • Fax: (202) 573-8894 Privacy Policy Terms of Use Disclosure Copyright © 2014 Waldron Private Wealth. All rights reserved. For information about Forbes list of America’s Top Wealth Advisors methodology, click here Barron’s factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. For more information about Barron’s methodology, Click Here For information about AdvisoryHQ’s best financial advisors in Pittsburgh methodology, click here For information about the methodology of the Financial Times list of the top US registered investment advisors, click here All Best Places to Work winners are determined exclusively on the basis of their employees’ responses to the Best Places to Work Survey. Employee responses from the 30 standard survey questions, along with the number of employees that respond to the survey, are calculated to determine the company’s overall score and ranking. For information about Pittsburgh Business Times methodology,Click Here