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Financial services in Conshohocken, PA (show on map)
Powers Capital Management is a registered investment adviser in Conshohocken, PA providing financial planning, investment management, and retirement plan rollover services.
Powers Capital Management was founded in 2006 by Timothy J. Powers after working for a large mutual fund provider, a bank, and a brokerage firm where he felt clients were not the focus.
The practice was designed with core principles: the investment process starts with defining client goals, client goals determine appropriate investment vehicles, and clients should fully understand their investments. Every client receives executive level service. The firm is a registered investment adviser with the States of Pennsylvania and New Jersey.
Founded in 2006
Registered investment adviser in PA and NJ
Executive level service for every client
Small handpicked book of clients for close monitoring
Services
Financial Planning
Financial planning to define and prioritize financial goals.
Goal definitionPrioritization
Investment Management
Investment management services to help clients achieve their financial goals.
Portfolio managementInvestment selection
Retirement Plan Rollover
Assistance with retirement plan rollovers to manage retirement assets.
Rollover assistanceRetirement planning
Ongoing Financial Management
Ongoing financial management and monitoring of client accounts.
Continuous monitoringAccount management
Credentials & Certifications
Registered Investment Adviser (Pennsylvania and New Jersey)
Frequently Asked Questions
What services does Powers Capital Management offer? +
They offer financial planning, investment management, retirement plan rollover, and ongoing financial management services.
Where is Powers Capital Management located? +
Powers Capital Management is located at 1024 Fayette St (Rear), Conshohocken PA 19428, serving clients in Pennsylvania and New Jersey.
What is the firm's investment philosophy? +
The investment process starts with defining client goals, client goals determine appropriate investment vehicles, and clients should fully understand their investments before they feel confident about them.
