Cerity Partners - Pittsburgh

EST. AUM
$823,305,244

CONTACTS
4

CLIENT ACCOUNTS
1,007

Firm Details

Metro area Pittsburgh
CRD Number
Website ceritypartners.com
Client types

Overview

XPYRIA has merged with Cerity Partners (Aug 2024) Xpyria Investment Advisors, now the Pittsburgh office for Cerity, is an $800M investment advisor based in Pittsburgh, Pennsylvania. They are value oriented investors building model portfolios of mutual funds across equities and fixed income. Very little liquid alternative exposure. They are fee conscious. Their team is led by Joe Salpietro who is the founder of the firm. He is supported by Bret Stutzman and Bradley Prosper who do manager due-diligence and selection. They will look at new managers of spin-outs as potential seeding opportunities. They do manage your due diligence in selection. Very little on the alternative exposure. If anything, it's going to be more on the liquid side. They do have more of a value orientation across all of the managers that they work with, both equities and fixed income and accessing through mutual funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cerity Partners - Pittsburgh

Platform Details

Investment Preferences

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