Allegheny Investments provides investment management and financial planning services to individuals, families, and businesses. Allegheny works with clients to develop financial plans and provides ongoing advice on investments based on their individual needs and goals. Allegheny offers comprehensive portfolio management, asset management services, and streamlined account management. Financial plans are based on the client's financial situation and information provided to Allegheny.
Assets Under Management$630M
Clients1,356
Advisors14
Avg. per Client$470K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Allegheny Investments offers several investment management options:
- Comprehensive Portfolio Management (PMA): A wrap fee program with continuous advice and a financial plan.
- Asset Management Services: A comprehensive investment advisory service coordinating investment strategy and asset allocation.
- Investment Management Services (IMA): Investment strategy and performance reports for accounts held directly with a mutual fund company or annuity provider.
- Streamlined Account Management (SAM): Simplified investment management services without financial planning, offered through a wrap fee program.
Fees vary depending on the service and the amount of assets managed. See the fee schedule for details.
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