INSTITUTIONAL ASSET MANAGERS
Meet ActivePassive.
Your “DIRECT INDEXING WITH SATELLITES” solution
Three Ways We Do Investments Different
No Robots. No Cookie Cutters. Just 40+ Years of Process and Math.
Markets Are Efficient
Because markets are efficient, we focus on building evidence-based portfolios designed to capture long-term growth—not chase short-term wins.
Investors Are Not.
Our approach is grounded in discipline—to protect you from emotional decisions that can derail long-term success.
Trends Tend To Last
Our strategies are built to capture long-term opportunities—without chasing short-term noise.
The Market is
Ripe for Change.
IS THIS A CHANCE TO OUTPERFORM MEGA-CAP?
DON’T MISS OUT.
In recent years, mega-cap stocks have outperformed, leading to high valuations and market concentration. However, we believe this dominance is unsustainable.
What We Do
Our Services
Who We Serve
- Private Client
- Institutional
RECENT RESOURCES
The AI Irony: How the Technology That Helped Build Mega-Cap Dominance May Now Undo It
When the Plan Changes: Navigating Retirement After a Gray Divorce
Is the Era of Mega-Cap Dominance Finally Ending?
Why Emotion Is the Enemy of Investment Returns
Retirement Isn’t Just About Money — It’s About Purpose
DOT-COM VS AI: WHAT’S REALLY DIFFERENT THIS TIME?
get your free financial checkup.
Since 1984, our highly experienced financial advisors have been developing and executing comprehensive wealth management plans for affluent individuals and families.
Pittsburgh Headquarters
- Mailing Address
555 Grant Street, Suite 380
Pittsburgh, PA 15219-4421 - GPS Address
530 William Penn Place
Pittsburgh, PA 15219 - Phone: 412.471.5320
- Fax: 412.471.4563
Ohio Office
- 3560 W Market Street
- Suite 215
- Fairlawn OH 44333
- Phone: 330.664.9500
- Fax: 330.576.3448
Florida Office:
- 1020 8th Avenue S
- Suite 5
- Naples, FL 34102
- Phone: (239) 427-4915
- Fax: (412) 471-4563
South Carolina Office:
- 130 S. Main Street
- Suite 500
- Greenville, SC 29601
- Phone: (864) 558-8885
- Fax: (330) 576-3448