Katherine A. Bergen

CenterSquare Investment Management Holdings, Inc. operates as real asset investment. The firm provides real asset investment management services to institutional investors through private equity investments, real estate securities, infrastructure securities, and real estate debt investments. The company was founded in 1987 and is headquartered in Plymouth Meeting, PA.

The American company specializes in fee-based investment management and financial planning services, including retirement accumulation, distribution planning, investment portfolio design and management, and sudden wealth planning. The private company helps families achieve their financial goals by creating customized solutions from thousands of available investment choices. The company's fee-only, zero commission, asset management program is not tied to any single investment product or company. The company encourages and educate families to achieve financial freedom by organizing and simplifying their financial life. The company works with clients to create a financial plan that includes investments, income planning, insurance, tax plans, and estate plans. Retirement planning is a process, and it takes a team to ensure a solid plan built on a firm foundation. Clarion Advisors, Inc. is committed to helping and educating clients on their path to financial peace.