Selinsgrove, PA Office

Allegheny Investments provides investment management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, and other entities. The firm offers combined portfolio management (PMA), standalone investment management (IMA, SAM) and one‑time or ongoing financial planning, and typically bills clients on a percentage‑of‑AUM basis and through a wrap‑fee program.

The firm develops client strategies tailored to stated goals, time horizons, risk tolerance and tax considerations, and offers both discretionary and non‑discretionary account management. Portfolios are primarily constructed with mutual funds using the firm’s in‑house research and investment committee, and Allegheny commonly recommends or monitors third‑party independent managers to manage portions of client assets.

Compared with many peers, Allegheny has multiple uncommon affiliations and product roles: an affiliated investment adviser (AFG) serves as adviser to private funds the firm may recommend, related entities are involved in receiving fund advisory fees, the firm sponsors a wrap‑fee program, and certain advisors are licensed insurance agents and participate in third‑party insurance platforms. Those affiliations and sponsorships — and the firm’s disclosures about excluding Fund assets from fee calculations and about additional compensation from insurance platforms — are distinctive features a prospective client should consider when evaluating potential conflicts of interest.