top of page


We are a privately-owned, independent, fee-for-service-only Registered Investment Adviser based in suburban Philadelphia, PA.

Since our founding in 2003 our singular focus has been on skillfully and prudently managing our clients’ capital to meet their unique short-, intermediate- and long-term financial objectives.  We stick only to what we know best: managing money and managing risk.  We combine the knowledge, experience, skills, and sophistication of a major firm with the personalized services of an upscale boutique.

When you become a client, we partner with you; we listen closely to you; we review and rank your financial goals, and we assess your tolerance for investment risk. Only then do we jointly develop strategies designed to meet your very specific investment needs.

Galapagos HQ 2_edited.jpg







Your interests will always come first, ahead of our own. We wouldn't have it any other way

We work for you; we are in business to serve you, not to sell you anything. We communicate with you clearly and openly.

Our Chief Investment Officer has managed portfolios for over 30 years,  through all kinds of markets and all kinds of economic scenarios.

Our only income is the fee you pay us. We receive no economic benefit of any kind from anyone else.

We are mindful that fees lower your return on investment. Ours are very competitive and always fully disclosed.

Slide 8.jpg

The art of managing your capital skillfully, prudently and with integrity, under a variety of market conditions and economic scenarios, in such a way as to preserve it, generate stable income and provide opportunities for its sustainable growth, all at the lowest possible level of risk:  that's Intelligent Investing!


Our firm is named after the Galápagos Islands in the Pacific Ocean, where Charles Darwin developed his theory of natural selection. Unencumbered by preconceived ideas and not afraid to go against the prevailing wisdom of his day, Darwin drew on his detailed observations of the islands’ extraordinary ecosystem to formulate the principle that, in a fiercely competitive setting, the species that survive and thrive do so not because of their size, strength, or speed but because of their ability to adapt to constant changes in their natural surroundings.

Intense competition is not the province of nature alone; the same degree of competitiveness is found in business and in the global economy.  Emulating Darwin, a fundamental tenet of our firm is that the ability to adapt to an ever-changing environment is the key to survival and eventual success in business and investments. We make it a point to closely examine our surroundings and to learn from such observations. And like Darwin, we are independent thinkers; we do not follow the crowd; we are neither captive to preconceived ideas nor afraid of challenging conventional wisdom.

Galápagos Is_edited.jpg
bottom of page