Staley Capital Advisers Inc

Staley Capital Advisers, Inc. is an investment advisory firm established in Pennsylvania in May 1996. The firm specializes in providing tailored investment and wealth management services to wealthy families, high-net-worth individuals, trusts, profit sharing plans, and non-profit organizations. Staley Capital manages assets in private accounts with full discretion granted by clients, allowing the firm to make decisions on securities transactions, timing, and broker selection. The firm also serves as the general partner and adviser to an investment-related limited partnership, Forum Capital Partners, offered exclusively to accredited investors. Staley Capital's investment philosophy focuses on long-term, value-driven strategies with tactical opportunities during market volatility. The firm's Investment Committee meets regularly to discuss asset allocation, industry sectors, and specific securities. Staley Capital's fee structure for private accounts is based on a percentage of assets under management, with fees varying depending on the amount of assets and the client relationship initiation date. The firm does not charge performance-based fees and acts as a fiduciary, always prioritizing clients' best interests. Staley Capital has comprehensive policies and procedures in place, including a Code of Ethics, to ensure fair and equitable treatment of all client accounts. Clients have the option to vote on proxies directly or delegate voting authority to the firm, which follows a Proxy Voting Policy aligned with maximizing shareholder value. Staley Capital maintains custody of client assets at independent third-party custodians and has no known financial conditions that would impact its ability to fulfill commitments to clients.