Neshaminy Creek Advisors

Overview

Neshaminy Creek Advisors is an independent registered investment adviser that works with both individual and institutional clients. The firm’s advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutions, along with pension consulting. Fee arrangements include a percentage-of-AUM model supplemented by hourly and fixed-fee engagements, which allows flexibility for planning-only or project-based work alongside ongoing asset management. Investment activity is concentrated in public pooled vehicles, with a clear preference for mutual funds and other public funds as the primary vehicle for client exposure. The firm is not positioned as an active ESG investor and does not market itself as a multi-state adviser. While Neshaminy Creek Advisors is not a capital allocator in the sense of managing a diversified stable of in-house external managers, it does incorporate third-party alternative managers — most notably in real estate — and uses annuities where appropriate for client objectives.

Assets & Accounts

Investments & Alternatives

Location & Offices