Welcome to the Janney Pittsburgh Office website!

 

 Please plan to attend our upcoming public event, done in partnership with the University of Pittsburgh, "Thought Leadership in the Shale Gas Industry", 5:30 PM, June 20th at the Pitt University Club.  

You can register here: Registration Form



 

Our Focus

No needs are more important than your own. At Janney, our client commitment is the same today as it has always been; for over 175 years, we've made your needs, your goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. We help you to define your financial objectives—whether you are an individual or corporate investor—and then use that knowledge to develop, together, an investment plan that addresses today's needs and tomorrow's goals.

We pride ourselves on being a total financial planning resource. When you join us as a client, you gain access to education, advice, planning and consultation, all with you as its focus. We offer you financial planning, portfolio and wealth management strategies and access to new investment products and opportunities as they arise.

On this website, you'll find information regarding our roles as Financial Advisors of the Pittsburgh office. Our Financial Advisors find the culture of the Pittsburgh office reflects that of Janney Montgomery Scott. Janney is an entrepreneurial firm whose philosophy, for over 175 years, is to allow Financial Advisors to put their clients' interests first, while building excellent practices. Benefiting from the services of the Corporate staff, including dedicated industry specialists, our clients receive one-on-one service designed to  meet their investment objectives.

James J. Foley, the Branch Manager of the Pittsburgh office, mentors and coaches the financial advisors in managing and growing their businesses.  Janney's business model allows for each advisor to manage his or her own practice according to the needs of their clients, and our financial advisors have the resources and support to create customized investment strategies to meet the individual goals of each client.   

James J. Foley  was among our most successful Branch Managers in 2011. He now serves as a member of our Branch Managers Leadership Council for 2012.

Janney's specialists and support departments in the corporate office located in Philadelphia are available to meet with your clients.  They also welcome the opportunity to meet with other outside advisors, tax attorneys and CPAs the client may employ.

We hope your visit will help you appreciate the opportunities and potential rewards that are available when you work with us.  Be sure to add this site to your list of "favorites" in your Internet browser. 

James J. Foley was quoted in the April 20, 2012 edition of the Pittsburgh Business Times, the Insights Column, What's the most mistake investors make when it comes to diversifying portfolio's ? , " They invest more heavily in the currently outperforming investment asset classes and leave the underperforming ones either univested or they start to pull money from them.  When the market turns, they get hammerd because the undervalued assets go up and they're either not invested in them or they're underallocated." 



Janney is one of the financially strongest firms in America

In their just released December 21st S&P rating statement summary, Standard & Poors reaffirmed its AA- rating of our parent company, Penn Mutual, with a stable outlook.  In the report, S&P states:

“As measured by Standard & Poor's capital model, Penn Mutual's total adjusted capital is redundant at the 'AAA' level after the application of our updated asset stress factors. This reflects the strength of the company's investment portfolio, which is dominated by liquid, high-quality (average rating of 'AA-') fixed-income securities (historically averaging 79% of invested assets).”

That is and should be comforting to our clients.  If you are not a client or employee of Janney, how does that compare with your firm’s recent performance?  Events of the past decade have proven the benefits of conservative fiscal management in financial services.

 


If you are interested in a financial advisor career at Janney, click here to learn more or contact Jim Foley.

   
Click on the image to the left to view a message from the President of Janney's Private Client Group, Jerry Lombard, as well as interviews with Janney's newest advisors and the reasons why they joined Janney.