Welcome to Team Emerald.
Founded in 1991, Emerald provides equity and fixed-income portfolio management services to institutional investors and to individual investors via separate account management, the Emerald Mutual Funds.
Research is the cornerstone of our equity investment strategies, what we call “The Emerald Advantage.” What makes us different is our 13 member in-house research team using a proprietary 10-Step research process dedicated to hands-on, fundamental research specifically designed to identify unrecognized and under-researched growth companies. Emerald also provides investors with fixed income separate account strategies using a combination of proprietary quantitative models and fundamental analysis.
Emerald is headquartered in Leola, Pennsylvania with additional offices in King of Prussia, Pittsburgh, and Radnor Pennsylvania, and Cleveland, Ohio. Emerald managed approximately $6.1 billion as of December 31, 2020.
Parent company Emerald Asset Management was founded in 1991. Subsidiary companies include Emerald Separate Account Management, LLC, Emerald Advisers, LLC, Emerald Mutual Fund Advisers Trust, and EmStone Advisers, LLC.