Philadelphia Investment Partners, LLC

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Client assets under management

$149,488,934

Clients

137

40% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,091,160

About

Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high‑net‑worth clients, and institutional investors, and also offers retirement-plan advisory services. Its programs cover a broad set of instruments including equities, fixed income, derivatives and private securities, and the firm accepts account restrictions from clients where appropriate.

The firm’s investment process is top‑down macroeconomic analysis with a quantitative overlay, combined with company‑level fundamental valuation techniques and a typical multi‑year investment horizon. It offers both diversified asset allocation strategies and customized solutions — such as concentrated stock management and hedging — and may employ more frequent trading for certain mandates.

Noteworthy features include the availability of performance‑based fee arrangements for qualified clients and that some advisory personnel are licensed insurance agents who may receive commissions on insurance products, a disclosed potential conflict. The firm also provides regular market commentary and client communications and has publicly disclosed a prior regulatory finding related to a state notice‑filing oversight that was corrected and assessed.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Concentrated stock management Options & derivatives strategies Active portfolio management

Fee options

Percentage

$0 - $250,000: 2.50% $249,000 - $749,999: 2.00% $750,000 - $1,999,999: 1.50% $2,000,000+: 1.00%

Commissions

Insurance commissions earned by persons licensed as independent insurance agents, separate and in addition to advisory fees.

Performance-based

Performance fees include 1% management fee and 20% of profit or 1.25% management fee and 10% of profit, subject to High Watermark Rule.

Other

Account minimum: $100,000

Main office location

Philadelphia Investment Partners, LLC

Devonshire, 1233 Haddonfield Berlin Rd. Unit 7

Voorhees NJ 08043, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 856-210-6779

Advisors at this firm

Peter Z

CFA®, Series 63, Series 65

Voorhees, NJ

Philadelphia Investment Partners, LLC

Peter Zeuli is a CFA® charterholder with 25 years of industry experience. He has been with Philadelphia Investment Partners, LLC since 2001, where he serves as Managing Partner. Outside of his advisory role, he is the Treasurer of Hillcrest Development Corp. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative and fundamental analysis for security selection.

Concentrated stock management Options & derivatives strategies Active portfolio management

Shannon M

Series 66

Voorhees, NJ

Philadelphia Investment Partners, LLC

Shannon Mccue is a financial advisor at Philadelphia Investment Partners, LLC with 12 years of industry experience. She holds the Series 66 designation and has been with Philadelphia Investment Partners since 2017. Prior to that, she worked at MyCIO Wealth Partners, LLC and Fortiter Wealth Management. Philadelphia Investment Partners provides investment advisory and portfolio management services to individuals, high-net-worth clients, retirement plans, and select institutional clients, including state and municipal entities. The firm employs a top-down, macroeconomic-driven investment approach combined with quantitative analysis and fundamental company valuation techniques.

Concentrated stock management Options & derivatives strategies Active portfolio management

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