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Widmann, Siff & Co.'s goal is to help clients meet their investment targets. To help achieve this goal, we utilize proprietary research to pick and manage equities, bonds, mutual funds and units of master limited partnerships. The company recognizes that managing client financial assets is an on-going process in view of ever-changing markets and client goals.

Client Focused, Results Driven.
  Fast Facts:
  • Founded in 1970.
  • Mid-sized investment advisory firm.
  • Manages over $287 Million Dollars as of 9/30/06.
  • Principal business is constructing and managing portfolios for clients.
  • Maintains an on-going research effort in stocks as well as mutual funds.
  • Widmann, Siff & Co. is a wholly owned subsidiary of Valley Forge Asset Management Corp. (www.vfam.com).
 

 

Securities and Insurance Products Are:

  • Not FDIC Insured
  • May Lose Value (including lose of principal/initial investment)
  • Not Bank Guaranteed
  • Not a Deposit or other obligation of or guaranteed by either SBI or an affiliate bank
  • Not Insured by any Federal Government Entity