We are a registered investment advisor based in Pennsylvania. We are research intensive focusing on fundamentals complemented by technical analysis. We customize portfolios to meet our clients objectives and create unique portfolios. We manage portfolios for individuals, families, trusts, and institutions.
Our investment process begins with first determining our clients risk profile and investment goals. Then portfolios are designed to achieve the highest risk-adjusted returns to meet the clients objectives. We follow up with communications to clients to inform them of changes in the investment landscape. The focus is always on how we can satisfy the needs of our clients.
Our mission is to help clients formulate and then meet their investment objectives while providing the best possible service. We strive to build long-standing relationships with our clients that are based on trust and integrity.
David is the founding principal of Journey 1 Advisors. David was an investment advisor with Oppenheimer & Co. Inc., Janney Montgomery Scott, and Morgan Stanley prior to founding Journey1 Advisors. He has managed assets for high net worth individuals, trusts, and institutions for the past 37 years.
He is a graduate of Swarthmore College (B.A. Economics) and Temple Law School (J. D.). He earned the Chartered Financial Analysts (CFA) designation.
Journey 1 advisors is a Registered Investment Advisor (“RIA”) registered with and resident of the State of Pennsylvania. Registration as an investment advisor does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Journey 1 Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about Journey 1 Advisors. It is not intended to offer investment advice, or to offer or recommend the purchase or sale of any securities or investment product. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement, and shall be subject to the terms and conditions therein. Information regarding investment products and services are provided solely to inform the reader about our investment philosophy, our strategies and to be able to contact us for further information. You should not rely on any information provided on our web site in making investment decisions.
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