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Widmann, Siff & Co., Inc. in Active Trader Links Directory

Widmann, Siff & Co. is a mid-sized investment advisory firm dedicated to meeting the financial needs of our clients. Founded in 1970, our original mission was performing investment research tailored to the needs of national and international clients such as mutual funds, banks and insurance companies. Widmann, Siff & Co. began accepting management responsibility in 1974 for a number of equity-oriented portfolios for businesses, individuals, and charities. Today, our principal business is constructing and managing portfolios to meet our client needs. Widmann, Siff & Co. uses our research skills as a key tool in establishing and managing client portfolios. The company maintains an on-going research effort in mutual funds as well as stocks. Widmann, Siff & Co. invests approximately $43 million of about $287 million total assets under management (as of 9/30/06) in a non-discretionary fashion. This means that investment decisions are made jointly with clients. Widmann, Siff & Co.s goal is to help clients meet their investment targets. To help achieve this goal, we utilize proprietary research to pick and manage equities, bonds, mutual funds and units of master limited partnerships. The company recognizes that managing client financial assets is an on-going process in view of ever-changing markets and client goals.

Address: 717 Constitution Drive, Suite 106, Exton, PA 19341
Telephone: 610-321-6020
Fax: 610-520-0510
Website: http://www.widmannsiff.com/