Meet Our Team - Asset Management & Investment Research Group

Allegheny’s Asset Management team is led by Joe Clark, CFA^®. Our investment policy favors a disciplined, team-based approach to create a diversified portfolio that is designed to weather market instability. Our services are designed to protect and maximize your wealth over multiple market cycles and provide a high level of personalized service. Our financial advisors take the time to understand your individual needs. We then tailor each program around your goals, investment time frames, and tolerance for risk. Our regular monitoring and evaluation helps ensure that your investments adapt appropriately as the market and your needs change.

Allegheny’s Investment Research Group has developed and maintains a comprehensive and proprietary investment research methodology. This methodology is the basis for an objective measure of professional money managers, portfolio modeling, market analysis, and investment management. Our team not only provides this research to our advisors in support of their clients, but also is retained by individuals, pension plans, and non-profit institutions.