Penn Guardian Investment Counsel, LLC

Penn Guardian Investment Counsel is a Registered Investment Adviser located at Two Logan Square in downtown Philadelphia, Pennsylvania. We offer highly customized investment management services to Delaware Valley families, non-profits, and corporations. Our employees and advisory team members offer an impressive set of credentials and designations including PhDs and CFAs. We have assembled a team of professionals who possess tremendous intellectual capital in finance and decades of experience in customer relationship management. Our depth of talent is truly unique in the retail space of financial services, and we are committed to bringing this highly specialized skill set to each and every client engagement. Almost all firms in our industry have a strategic mission to continuously grow. Unlike our competitors, we are committed to remaining very small. We have a mandate to cap assets under management at $250 million. This will allow us to remain focused on what we do best for the benefit of a relatively small set of like-minded, value-oriented investors. We operate on the highest set of principles. We are obligated to uphold the Chartered Financial Analyst (CFA) Code of Ethics, and, as Registered Investment Advisers, we owe our clients a fiduciary level of care. As we move into the future, we would like to play our small role in helping to restore investor trust by building a business model that reflects positively on the entire financial services industry. We are unique, and we have something much better to offer Philadelphia area investors. Give us the opportunity to explain our story to you in person, and I’m confident you will agree. We are committed to the financial success of our friends, family, colleagues,and neighbors, and we look forward to earning your trust.