Wyomissing Branch

Lountzis Asset Management, LLC is a registered investment adviser founded by Paul Lountzis in October 2000 to manage customized portfolios serving high net worth individuals, institutions and retirement plans.

Incorporated in 1991, Emerald Asset Management Inc. is a closely held institutional asset management firm, specializing in equity and high grade fixed income portfolio management. It is the parent company of Emerald Investment Advisory Services, which includes Emerald Advisers Inc., Emerald Mutual Fund Advisers Trust and Emerald Fixed Income Advisers LLC. Emerald Advisers is a Securities Exchange Commission (S.E.C.) registered investment advisor that has been providing professional advisory services to institutional investors, high net worth individuals and public through separate account management and sub-advised mutual funds. The company s product line includes small capital growth equity, mid capital growth equity, large capital core equity, financial services equity and fixed income strategies.

Scotia Partners, LLC is a tactical asset management firm founded in 2006, offering strategies tailored to help investors achieve their long-term financial goals. With a focus on successful outcomes, Scotia Partners employs specialized approaches to asset management, providing clients with personalized solutions for their investment needs.Generated from the website