Principal Financial Group

Compass Investment Advisors Investors who follow a plan can be in a better position to work towards their goals than those who act on their emotions or make frequent changes based on the events of the day. Our investment committee spends the majority of its time researching and writing about how to utilize behavioral finance in concert with integrated practices in portfolio management.

Established in 1923, Pitcairn is one of innovators and leaders in the multi-family office space. It helps families protect and grow substantial financial assets. Established to preserve the wealth and values of PPG Industries, the firm evolved into a multi-family office in 1987. The company maintains strategic partnerships with a wide array of companies, including De Visscher & Co., The Family Firm Institute (FFI), Family Office Exchange (FOX), The Institute for Entrepreneurial Excellence, National Philanthropic Trust (NPT), etc.

A top-rated and comprehensive financial planning & wealth management firm with a keen focus on helping our clients realize their dreams -- customized services designed for the financial needs of Tristate. We take a personalized approach, working together with you to grow and protect your assets.