Overview

Headquarters
Pittsburgh, PA
Total Firm Assets
$873.9 billion
Average High-Net-Worth Client Portfolio Size
$5.6 million

Clients

High-Net-Worth Share of Firm Assets
2.25%
Number of High-Net-Worth Clients
3,492
Total Client Accounts
3,942
Discretionary Accounts
3,942

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Frequently Asked Questions