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Timothy J Powers

Timothy J. Powers started working with a large mutual fund provider in 1997. The company focused on providing low cost investments to clients. Tim quickly learned the importance of proper education and guidance for investors. Clients need more support than an 800 number.  Advisors need details about clients to provide suitable advice.

Tim searched for a company where he could work more closely with clients. Tim worked for one of the largest banks and a large brokerage firm. These institutions made one point very clear.  Stock holders of the bank are the most important part of the business. Clients were not the focus of the investment process.  Things were upside down.  It was time for something different.

In 2006, Tim opened Powers Capital Management. The practice was designed with several core principals:

  • The investment process starts with defining client goals
  • Client goals determine appropriate investment vehicles
  • The investment process is not over until clients fully understand their investments and feel confident about them
  • Every client receives executive level client service

The practice is growing every year as more and more people realize they can have expert advice and the same investment choices without the frustration of working with a large institution. Every client is an executive. Every client receives executive level client service.

Tim grew up in Bryn Mawr, Pennsylvania. He now lives in Lafayette Hill, PA with his wife and twin boys. Lisa, Tim’s wife, also works in finance.  In fact, they met while working for one of the banks!