Navient

According to CNBC, Foster Friess, the founder of Friess Associates is one of the last century s great investors. Friess Associates manages the Brandywine Funds family of mutual funds and separate portfolios. Growth-equity investing is the company s sole focus. Friess portfolio follows a strategy that emphasizes each company s ability to influence its share-price performance through earnings growth. Typical clients include corporations, high-net-worth individuals, universities, churches, foundations, endowments and government entities. The company is an affiliate of Affiliated Managers Group, a Boston-based, asset management holding company listed on the New York Stock Exchange under the ticker AMG. Friess Associates was established in 1974.

Daniel C. Danese, CFP , CLU, CERTIFIED FINANCIAL PLANNERTM practitionerLegacy Solutions, Inc is a financial planning firm which specializes in wealth management, estate planning, executive benefits and retirement plans. We are a process oriented organization which focuses on building and maintaining relationships with our clientele as opposed to the transactional behavior one might observe in the retail environment. We have recently been recognized as a Five Star Wealth Manager by Philadelphia Magazine.Our clients are our highest priority. Although it is essential that we formulate the most effective strategies for our clients, it is equally important that they fully come to understand why such a strategy is most appropriate for them. This can only be achieved on a consistent basis through a firm which remains focused on the relationship in order to not only develop a most appropriate plan but also to assure exceptional execution...the Legacy Solution.