Gregory J. Hampy
Registered Investment Advisor
Fidelity Private Advisors
Greg provides objective investment advice and guidance to
a select clientele of individuals and institutions. The process
provides sophisticated solutions by applying state of the
art investment theory and integrates a complex body of investment
knowledge systematically and ethically to assist clients
in making prudent investment decisions.
Greg
started his career in the financial services industry in
1980, and is now president of Fidelity Private Advisors,
a Registered Investment Advisory firm. The firm incorporates
all phases of planning, investment, retirement, financial,
estate, tax and risk management. The firm has specialists
in each area, consisting of Certified Public Accounts, Estate
Planning Attorneys, Insurance Specialists and Wealth Managers.
Wealth management is Greg’s focus, which entails constructing
investment portfolio allocation models based on the client’s
objectives and tolerance for risk and monitor these accounts
periodically. However, he utilizes tactical and dynamic asset
allocation techniques as economic conditions warrant to increase
exposure to an asset class, add an in favor category or minimize
a position to prevent loss. This process provides for growth
and opportunity in the markets with capital preservation
in mind.
Education
includes a Bachelor of Science Degree from Edinboro University
of Pennsylvania. Greg enrolled in Mercyhurst College School
of Financial Planning and has completed all of the (course
work for the Certified Financial Planner Program) CFP requirements
of the College of Financial Planning; Denver CO. Professional
experience includes teaching adults and colleagues at the
college level and for Dearborn/Kaplan Financial Institute
as an investment and insurance instructor. In addition
to his professional achievements, Greg is very active in
his community. He is very involved with his church, enjoys
donating his time by assisting in fund raising programs and
lobbying that provide assistance with the elderly, widows,
single mothers (CVAN), educators and the mentally handicapped.
|