Looking For A Financial Strategy In A Volatile Market?
We run a tactical strategy for our clients.
Paperback Edition Now Available!
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"This book is our suggestion for every officer!" - Chris Englebert
This book is a strategic roadmap designed to help Pennsylvania police officers achieve financial security for themselves and their families, regardless of where they are in their career. Being a police officer is one of the toughest professions, but navigating their financial journey shouldn’t have to be as hard.
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Achieve Financial Freedom
Our goal is to help you achieve true financial independence.
Meet Chris Englebert
Chris began his career in 1984 with E.F. Hutton, utilizing their institutional managed accounts program through the Consulting Group to place institutional and high net worth clients with professional money managers. Learn more →
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The Do's and Don'ts
Releasing a Request for Proposal (RFP) for your Municipal Defined Benefit Pension Plan? We can help you navigate the landscape.
How We're Different
Transparent & Simple Fees
As a fiduciary advisor, we never earn commissions, fees, or kickbacks on your investments. You will know exactly what your fees are, and how well you are performing.
Researched Based Investing
We never make an investment decision on a hunch. We follow our disciplined investment philosophy.
We Go The Extra Mile
We believe financial planning should be an engaging process to help you achieve your financial and personal goals, not just a formality.
Monthly Expert Market Updates
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A Few Examples Of Who We Work With
NEED AN RFP REFEREE?
Mr. Englebert has personally answered hundreds of RFP’s for municipal defined benefit plans
We "All" Have One
Has Your Residential and/or Vacation Home Mortgage Recently Been Reviewed?
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How We Work
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