Chas Boinske

Valley Forge Asset Management is a value manager that specializes in equity, balanced and fixed-income management on an individual account basis. The firm's core investment philosophy seeks growth at a reasonable price using mostly large cap (market value of $10 billion or more) securities to provide short-term preservation of principal and long-term growth of assets. This disciplined investment process is designed to manage risk at every opportunity through portfolio diversification and active management.

Functions as a College/University

Provides investment banking services

Modera Wealth aims to optimize the risk-return relationship appropriate to a client’s objectives and risk tolerance. They generally use mutual funds and exchange traded funds for all asset classes in a client portfolio. When utilizing individual stock investments, the firm follows a bottom-up process that seeks to identify high-quality companies, typically with market capitalizations of $3 billion or higher, that are currently trading at attractive or discounted valuations relative to history or to future growth prospects. Modera Wealth looks for companies with a long track record of consistent earnings and cash flow growth, healthy balance sheets, and competitive market positions. The firm prefers companies that engage in shareholder-friendly activities including a history of dividend payments and, when external growth opportunities are subpar, share buybacks.

Independence Advisors conducts securities analysis using a variety of software programs to help them evaluate potential investments. The firm's primary method of analysis is the Fama and French 3-Factor Analysis. This analysis is used to evaluate investments and establish the benefits of including them in an investment portfolio. This analysis determines an investments return in terms of 3 factors: (1) exposure to the stock market versus the bond market (2) exposure to large companies versus small companies and (3) exposure to value companies versus growth companies. Independence Advisors' securities advice is not limited to any particular class or type of security. The firm provides advice primarily about no-load mutual funds, but they also advise on other types of securities including equity securities, fixed-income securities, investment company securities and US government and municipal securities.