SEC CRD #801-77308
--> Home - Radnor Capital Management Radnor Capital Management Investment Counsel Stewardship Webster’s defines it as the responsible overseeing and protection of something considered worth caring for and preserving . As stewards, we provide independent, tax and fee-sensitive investment counseling and individualized portfolio management to high-net-worth individuals, families, and non-profit organizations. We work collaboratively with them toward achieving specific goals for their benefit. Independent and Employee-Owned We believe the client always comes first. We have seen firsthand how culture can change following a corporate transaction. We are committed to remaining independent, and employee owned. “The Radnor Difference” Investment offerings in the wealth management industry have become increasingly complicated, and costs can be difficult to determine. We build client portfolios with individual stocks and bonds. Our clients find it easy to answer the following questions: What do I own? How am I doing? How much am I paying? Our Investment Strategies: Equity income Core Small Cap Fixed Income The Equity Income Strategy is best suited for clients who seek income through dividends as a significant component of portfolio total return, have long-term oriented investment objectives, and look for less downside portfolio risk. Learn more » The Core Strategy is best suited for clients who seek price appreciation as a significant component of portfolio total return, have long-term
LISA M. LAFOND
CCO
📞 (610) 674-0400
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AUM
$855M
Location
WAYNE, PA
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