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
Smart Year-End Tax Moves for High-Income Families
The Ultimate Guide to Tax Loss Harvesting
2025 Mid-Year Market Update
The Great Reversion: Is the Mega-Cap Era Ending?
Enhance Your Direct Indexing Strategy: 5 Ways a High Active Share Momentum Manager Complements Your Approach
Annual Market Review & Outlook Webinar
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