Published On: February 11, 2021
Written by: Ben Atwater and Matt Malick
As a firm, we spend little time on “sales.” We don’t have a marketing budget and have never advertised. And while industry consultants would shudder at this admission, we are fairly bad at asking clients for referrals.
However, we are proud of the time and effort we devote to serving our clients. As independent advisors, we have a straightforward investment approach that has delivered robust long-term returns while limiting volatility, portfolio turnover, taxes and trading expenses. Our fees are transparent and highly competitive. We offer thoughtful, proactive wealth planning advice and strive to respond quickly and thoroughly to client inquiries.
We have been fortunate to grow simply by working hard for our clients. Clients consolidated savings with us, our investments performed well, new clients joined us via word of mouth and a number of professional advisors referred their clients.
To our pleasant surprise, an industry publication acknowledged our “accidental growth” late last year. CityWire, a London-based financial news group, ranked the fastest growing registered investment advisory (RIA) firms in each state, naming Atwater Malick the fastest growing RIA in Pennsylvania.
Here is a link to the full report, including the methodology behind the rankings.
We would like to thank you for trusting our advice, placing confidence in our investment process, sticking with us through various market cycles and continuing to recommend us to friends, family and your own trusted clients. We are incredibly grateful for your support.
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