GVA’s Asset Management Team Hosts the Philly Phorum, Liberty Hill

 

Last week we were grateful to come together once again with our incredible community of advisors during our August Philly Phorum, hosted at the Union League Liberty Hill. The biannual Philly Phorum gatherings have become a cornerstone for our GVA Asset Management (GVAAM) network, providing a space where advisors and the GVAAM team can align on strategy, sharpen perspectives, and strengthen collaboration.

The day began with an economic and market update from Eric Parnell, CFA, GVA’s Chief Market Strategist, setting the tone for thoughtful and forward-looking discussions. Advisors then explored the evolving investment landscape through panels on Value and Dividend Equities—featuring voices from JP Morgan and Federated Hermes Income and Value Group—and Minimizing Correlation Risk with Tailored Solutions, with insights from PIMCO and Vest. These sessions emphasized not just strategies for navigating today’s markets, but also the power of sharing diverse expertise within our community.

Beyond investment insights, the GVAAM Operations & Trading Overview, led by Evan Coffey and Nick Dalessandro, highlighted the processes and tools that help advisors deliver efficient and effective outcomes for clients. The day concluded with remarks from Eric Parnell, reinforcing the importance of clarity, collaboration, and strategy in driving progress across our network.

Equally valuable were the moments in between—whether over lunch, on the golf course, or at the evening BBQ—where relationships deepened and new ideas took root. These touchpoints remind us that our strength lies not just in the content we share, but in the connections we build. We’re excited to carry this momentum forward and grateful to Eric Parnell, CFA, Evan Coffey, Nick Dalessandro, and Kate Quinn for bringing it all together. At GVA, we are truly stronger together.

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.