JOURNEY FINANCIAL GROUP, INC.

Overview

Journey Financial Group, Inc. is an independent registered investment adviser that provides fee-based financial planning and discretionary portfolio management for individuals, families and select institutional clients. The firm operates under an owner-led structure and uses a mix of percentage-of-AUM, hourly and fixed-fee billing depending on client needs. Its investment posture favors pooled public funds as the core of client portfolios, with complementary allocations to external alternative managers and insurance products when appropriate. Portfolio construction appears to follow a core-satellite approach: broadly diversified mutual funds and other public vehicles form the core, while targeted allocations to private equity, hedge funds and real estate are used selectively to enhance return potential and diversify risk. Journey does not position itself as an active ESG investor and manages assets on a discretionary basis for the majority of its client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices