A complete list of active advisors currently associated with Godshalk Welsh Capital Management, Inc.

Warmer can help you find a great advisor at Godshalk Welsh Capital Management, Inc. or one who fits your needs even better.

Godshalk Welsh Capital Management, Inc. provides discretionary investment advisory services and standalone financial planning and consulting to individuals (including high net worth clients), pension and profit-sharing plans, and charitable organizations. Services are offered on a fee-only basis and documented by an Asset Management Agreement or a separate Financial Planning and Consulting Agreement. The firm customizes portfolios across exchange-listed securities, OTC issues, mutual funds (including transferred positions in Dimensional Fund Advisors funds), municipal and corporate debt, ETFs, U.S. government securities, REITs and certificates of deposit, and provides ongoing monitoring and rebalancing. Accounts are generally managed on a discretionary basis, custodians such as Charles Schwab are typically recommended, and advisory fees are billed quarterly as a percentage of assets under management. Noteworthy for its scale relative to its adviser count, the firm reports about $290.5 million in discretionary assets under management for a single-adviser practice, a staffing and AUM profile that is uncommon among peers. The brochure also emphasizes several policy distinctions: the firm does not recommend cryptocurrencies (but can advise on proxy exposures), will only pursue ESG mandates at a client’s direction, accepts certain transferred mutual fund positions with applicable restrictions, and provides detailed disclosure and guidance regarding margin and pledged-asset borrowing risks.

To learn more about the advisors currently working at Godshalk Welsh Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.