Allegheny Investments

Allegheny Investments provides investment management and financial planning to a broad client base that includes individual and high‑net‑worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. Offerings include comprehensive portfolio management (PMA), a streamlined account management program (SAM), stand‑alone financial planning, and recommendations of third‑party independent managers and private investments.

The firm typically implements client strategies using mutual funds and model portfolios developed by an in‑house research department and investment committee, and it offers both discretionary and non‑discretionary management with periodic performance reporting and reviews. Allegheny also operates a wrap‑fee program for many clients, monitors accounts ongoing, and provides semi‑annual performance reviews for comprehensive accounts.

Allegheny is affiliated with Allegheny Financial Group (AFG), which sponsors private funds that the firm may recommend to qualified investors, and certain firm principals and related entities serve as general partners or managing members of those funds. The firm is also a licensed insurance broker (with some advisors licensed as insurance agents) and participates in a third‑party insurance platform, and several advisors engage in accounting and other professional services—relationships the brochure discloses as potential sources of additional compensation and conflicts of interest.