Joseph Betti

Partner/V.P. Investments

Joseph Betti has worked as a licensed financial advisor for over 30 years.  As a senior at Villanova University studying Accounting and finance, Joe passed his licensing requirements and started working in the finance industry immediately after graduating with honors in accounting.  Joe's approach to investing goes beyond just identifying his investors suitability and risk tolerance. By using his extensive knowledge on cycles and historic market valuations, Joe tries to identify where we are in the economic cycle to help determine the appropriate asset allocation for his investors.  The finance industry has become too simplistic in its cookie cutter approach to asset allocation leaving investors overly exposed to risk at the wrong part of the cycle. This leads to significant drawdowns in account values which can make it difficult for people to achieve their overall investment goals. Joe not only works with his clients to make investment recommendations he also educates them on the investment selection process.



Phone 800-332-2888