There's something to be said for the stability and growth of a financial firm in a difficult economy. Hefren-Tillotson
lays claim to both. As one of the oldest and largest full-service wealth management firms in the region, HT has added advisors and acquired clients when other firms are downsizing. With a steady growth rate of 15 percent over the last three years, HT is going strong with 150 employees, five Pittsburgh offices, business in 42 states and more than $5 billion in client assets.
And plans call for opening offices in Greensburg and Ligioner.
The story at HT is one of family and personal relationships, explains Kim Tillotson Fleming, president. Fleming, a third generation Tillotson, works alongside her father, Bill, chairman, and brother Craig, executive vice president. The company was founded in 1948 by the late Arthur Hefren, her grandfather.
The firm has achieved success in its longstanding commitment to help clients reach long-term financial goals through a personalized financial planning process. HT handles investment management and financial planning for individuals, foundations and endowments, explains Fleming. The firm's MASTERPLAN approach allows clients to choose strategies that support personal objectives.
"Our philosophy has always been that each strategy needs to be personalized for the client," she says. "I don't know how you would do it if you didn't approach it that way. We tailor plans to the client, as well as to their risk tolerance."
It's about the people, not the numbers. The company takes a team approach to everything, providing training and education to employees and playing an active role in the local community by supporting local charities and the arts and cultural institutions.
"Frankly, I think the stability of our management and the integrity of what we do allows us to keep people and attract new clients," Fleming adds. "We don't get into gimmicky areas. We provide objective advice and are very relationship oriented."
Writer: Debra Diamond Smit
Source: Kim Tillotson Fleming, Hefren-Tillotson