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The Joseph Group Capital Management

EST. AUM
$947,008,553

CONTACTS
6

CLIENT ACCOUNTS
796

Firm Details

Metro area Columbus
CRD Number 165311
Website josephgroup.com
Client types

Overview

$800 million RIA. They manage five models utilizing mutual funds, ETFs, as well as liquid alternatives. Their most aggressive model can be accessed either through mutual funds or-- they do have an in-house concentrated stock portfolio that some of their clients use. Alex Durbin is the CIO and a good point of contact at the Joseph Group.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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