4.0
Jan 3, 2013
Former employee, more than 3 years
Malvern, PA
Recommend
CEO approval
Business Outlook
Pros
Highly ethical corporation which is a refreshing rarity in today's financial industry. Comparatively speaking, most of their fund returns lag in bull markets, but the trade off is that your capital is well protected during bear markets.
Cons
Business practices, in terms of service provided to the client, tends to lean towards elitism. Employee reviews were critiqued more on a personal level as opposed to a professional level.