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Investment managers often excel at thinking creatively but fail to act on their ideas consistently. Computers and models are the opposite – they aren’t creative – but they can enforce disciplined testing and implementation. Our investment philosophy is to utilize the strengths of each. Our investment team generates ideas for identifying cheap or expensive stocks, drawing on academic work in accounting and behavioral finance as well our own internal research. We use a quantitative process to test and implement these ideas, removing emotion from buy and sell decisions. Blending fundamental research with systematic implementation is critical because even the most talented investors struggle to remove emotional and cognitive biases from their decisions.
Diversified Provider of Financial & Business Advisory Services
Invest in Something Greater Wealth is more than numbers on your account statement. Wealth is living your most fulfilling life. How to invest, manage and deploy your financial assets to achieve your unique goals is where we come in. RKL Wealth Management is a nationally leading, Central and Eastern Pennsylvania based investment advisory firm offering a broad range of financial planning and investment management services. A subsidiary of RKL LLP, RKL Wealth Management helps individuals, business owners and families with sophisticated financial planning and wealth management needs realize their unique goals.
Central Ohio Credit Corporation is a Reynoldsburg, OH-based company in the Financial Services sector.
Founded in 2008, Lincoln Peak Capital is a long-term, supportive equity partner to entrepreneurial management teams of high-quality asset management firms. Leveraging its deep industry experience and proven value-add approach, Lincoln Peak provides capital and expertise to help its partner firms successfully transition ownership and enhance their core capabilities. Since inception, Lincoln Peak has invested in category-leading asset management firms that collectively manage more than $100 billion.