Where matters of

Wealth, Business & Family Intersect TM

Our Firm

Since 1984, The Coury Firm has delivered sophisticated strategies that have helped families invest, grow, preserve and protect significant wealth and business interests across generations.

Today, the Firm represents a community of prominent and influential leaders that includes a global network of exclusive families, entrepreneurs, companies, and institutions.

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OUR SERVICES

BUSINESS ADVISORY

We offer strategic business advisory services and succession planning to families, founders, and entrepreneurs.

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MULTI-FAMILY OFFICE

We are a global multi-family office serving families and their business interests across multiple generations.

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ASSET MANAGEMENT

We provide investment services to family offices, foundations and other institutions and also serve as an investment manager to specialized private investment vehicles.

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CASE STUDIES

See examples of how we work with our clients.

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Apr 20, 2022 | Insights

2Q22 Quarterly Insights | Private Wealth & Asset Management

Late-cycle dynamics are increasingly visible. The US economy has reached full employment, growth is slowing, inflation is high, and financial conditions...

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Jan 07, 2022 | Insights

2022 Investment Outlook: Position for Transition

Our asset management team highlights inflation, interest rates, and valuation as the top portfolio concerns...

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Oct 12, 2021 | Insights

4Q21 Quarterly Insights | Private Wealth & Asset Management

Investors are increasingly anxious that after a strong initial rebound, the best may be behind us as key economic tailwinds appear to be dissipating...

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Aug 10, 2021 | News

Executive Chairman, Jeff Coury, named a EY 2021 Entrepreneur Of The Year®

Our Executive Chairman, Jeff Coury, who is the Managing Partner & CEO of Mortgage Connect, has been named the winner...

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Jul 16, 2021 | News

Robertino Coury is Cited in Business Insider Regarding his Views on the Current Investment Landscape

As inflation rise and markets continue to hit record levels, read below as our President & CIO, Robertino Coury is cited in...

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Jul 16, 2021 | Insights

3Q21 Quarterly Insights | Private Wealth & Asset Management

In this letter, our Asset Management team unpacks inflation, interest rates, and their impact on equity markets. While our 2021 investment outlook remains intact...

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Jun 22, 2021 | News

The Coury Firm Expands its OCIO Offering to Institutional Investors

We are excited to be offering our distinctive investment capabilities and back-office infrastructure to an area of the institutional marketplace that we noticed was being underserved...

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Jun 15, 2021 | News

Executive Chairman, Jeff Coury, named an EY Entrepreneur of The Year East Central Regional Award Finalist

We are proud to share that our Executive Chairman, Jeff Coury, who is the Managing Partner & CEO of Mortgage Connect...

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May 27, 2021 | News

Our President & CIO talks markets with the Wall Street Journal

“Just because we’re in that recovery phase right now doesn’t necessarily mean it’s a great thing for stocks,”...

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May 17, 2021 | News

Financial Advisor Magazine Interviews Gregg Coury, CEO

Our CEO, Gregg Coury, talks with Financial Advisor Magazine on “How To Use Tax-Loss Harvesting...

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Apr 26, 2021 | News

Growth-Minded The Coury Firm Trumpets Experience

A multi-family office and business advisory organization, The Coury Firm, says it stands out from the pack because...

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Apr 20, 2021 | News

The Coury Firm Multi-Family Office Expands its Leadership Team to Fuel Growth

The Coury Firm names Sam Delestienne Managing Director of Business Advisory and Thomas Deutsch Managing Director...

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Apr 09, 2021 | Insights

2Q21 Quarterly Insights | Private Wealth & Asset Management

In this letter, our asset management team offers a deep dive into the key factors driving market behavior – and more importantly, a change in market behavior...

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Mar 30, 2021 | News

The Coury Firm Appoints Industry Veteran Clay Deutsch to Board of Advisors

The former CEO and President of Boston Private, Mr. Deutsch has joined The Coury Firm's Board of Advisors...

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Jan 21, 2021 | News

The Coury Firm Appoints Ryan DeCaro as Senior Wealth Advisor in Private Wealth Group

The Pittsburgh-based multi-family office is continuing to grow and scale with strategic advisor hires...

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Jan 17, 2021 | Insights

2021 Global Market Outlook: Dr. Fed has the right medicine to keep markets immune

2020 was empirically an unparalleled market environment. However, many of the key takeaways reflect what we consider to be “immutable laws” of investing...

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Oct 07, 2020 | Insights

3Q20 Market Summary & Outlook: Climbing up through the fog of uncertainty

It was another strong quarter for global markets with gains realized across all major asset classes. U.S. equities remain a standout and have now gained 52%...

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Jul 08, 2020 | Insights

2Q20 Market Summary & Outlook: Markets rally sharply, but is the recovery sustainable?

Risk assets rallied sharply during the second quarter. Unprecedented fiscal and monetary policy support have stabilized capital market conditions and...

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Apr 29, 2020 | Insights

1Q20 Market Summary & Outlook: COVID-19 global pandemic ends 11-year bull market and economic growth run

The unprecedented global response to the COVID-19 pandemic of social isolation/distancing has had a dramatic impact on the economy and likely pushed...

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Mar 18, 2020 | Insights

Market Update: COVID-19 and the global economy

Since peaking on February 19th markets have sharply declined amid concerns about a global economic growth slowdown driven by the COVID-19...

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Jan 13, 2020 | Insights

2020 Global Market Outlook:The show goes on

Financial markets recovered strongly in 2019 as key macro headwinds (e.g., tariffs) weakened and monetary stimulus tailwinds emerged to sustain...

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Oct 01, 2019 | Insights

3Q19 Market Summary & Outlook: Investor optimism continues to overcome softening economic growth and headline risk

Global markets continued to demonstrate impressive strength in 3Q19, especially in the US where markets continued to shrug off macro...

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Jul 01, 2019 | Insights

2Q19 Market Summary & Outlook: US markets touch new all-time highs despite mounting trade tensions and growth concerns

Early in 2019 we expected further divergence between US and International markets, a theme which has partly played out in 1H19 as US equity...

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Apr 05, 2019 | Insights

1Q19 Market Summary & Outlook: Markets recover off lows, but global economic growth warnings lights flash

Global growth outlooks and equity markets diverged in 1Q19, with the late-2018 equity market rally continuing despite a partial US government shutdown...

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Jan 25, 2019 | Insights

2019 Global Market Outlook: Late cycle risks intensify

After starting off with a bang, 2018 ended on a down note as market volatility and economic growth concerns weighed on investor sentiment...

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Jan 10, 2019 | Insights

4Q18 Market Summary & Outlook: Volatility picks up and markets decline amid economic growth concerns

The market sold‐off sharply in 4Q with all major equity indices experiencing double digit declines (q/q) to finish the year in the negative. Between slowing...

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Oct 08, 2018 | Insights

3Q18 Market Summary & Outlook: US hits a post‐crisis peak, diverging further from softer foreign economies

Ten years after the financial crisis, US equity markets reached record highs in 3Q18, creating the longest bull market in history. Strong economic...

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Jul 09, 2018 | Insights

2Q18 Market Summary & Outlook: Despite trade war fears and market volatility, US economic momentum continues to lead peers

At the midpoint of 2018 many concerns from the beginning of year have materialized, along with some surprises. Market volatility is...

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Jun 06, 2018 | News

The Coury Firm poised for hiring and site expansion

One of Pittsburgh’s largest wealth managers has kept a low-profile since its 1984 inception...

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May 01, 2018 | News

TCF sponsors the annual Make-A-Wish Grapevine Wine Tasting fundraising event

TCF is pleased to once again sponsor the annual wine tasting event benefiting Make-A-Wish. The happy hour features...

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Apr 11, 2018 | Insights

1Q18 Market Summary & Outlook: Equity markets peak, and correct, amid volatility, trade tariffs, and inflation concerns

Volatility erupted in 1Q18 as geopolitical tensions peaked and drove markets lower after recovering from January’s inflation fears. Between the fears...

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Apr 06, 2018 | News

TCF hosts An Evening with Smokey Robinson

The Coury Firm is honored to host a special evening at the Capital Grille to unveil the private wine label...

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Feb 01, 2018 | Insights

Navigating Market Volatility

After nearly two years of record low volatility, fluctuations in the stock market capitulated in February of 2018 amid concerns over inflation, rising...

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Jan 14, 2018 | Insights

2018 Global Market Outlook: Continued global economic momentum, despite growing geopolitical tensions

After an unexpectedly robust ’17 that saw global growth accelerate and markets reach new highs, we are optimistic that economic growth will expand further...

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Jan 09, 2018 | Insights

4Q17 Market Summary & Outlook: Markets finish near all-time highs as economic growth accelerates into year-end

After a year of unexpectedly strong global growth, 4Q capped off 2017 on a positive note, highlighted by President Trump signing into law...

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Jan 02, 2018 | News

The Coury Firm Opens new Office in LA

The Coury Firm has expanded its U.S. presence by opening a new office in Los Angeles, California. Our new office...

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Oct 31, 2017 | News

Robertino Coury named President and Chief Investment Officer of The Coury Firm

The Coury Firm is pleased to announce that Robertino Coury will serve as the Firm’s President and Chief Investment Officer...

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Oct 11, 2017 | Insights

3Q17 Market Summary & Outlook: Foreign markets make strides, stealing the spotlight from the US economy

Markets have generated strong performance so far this year on the back of solid fundamentals, but economic growth is stubbornly tepid...

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Jul 07, 2017 | Insights

2Q17 Market Summary & Outlook: The show goes on: Expect strong fundamentals to outweigh stretched valuations near-term

At the 2017-midpoint we take a step back and examine the current market and global macro environment. US equity markets are holding near all-time highs...

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May 01, 2017 | Insights

Enhancing Long-Term Returns by Actively Controlling Risk

Most investors expect their portfolios to grow and generate wealth over time and utilize investment strategies that rely on long-term time horizons and...

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Apr 01, 2017 | Insights

1Q17 Market Summary & Outlook: Expectations push markets to new highs, but shift to reality could dampen enthusiasm

Global markets reached new all‐time highs in 1Q17 on the tailwinds of the “Trump rally”, and despite some late quarter volatility finished near highs...

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Feb 28, 2017 | News

The Coury Firm moves its Headquarters to New Location in Downtown Pittsburgh

The Coury Firm is excited to announce that is has moved its Pittsburgh office to the newly opened Tower Two-Sixty in Market Square...

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Jun 01, 2016 | News

The Coury Firm Sponsors the 2016 U.S. Open at Oakmont Country Club

The Coury Firm will once again sponsor the U.S. Open and welcome our clients and guests...

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Apr 01, 2016 | Insights

Structured Notes Overview: A unique portfolio asset with risk minimizing properties

The art of portfolio optimization is deciding how to balance relative risk and reward across asset classes in order to meet specific investment parameters....

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NOTICE OF PRIVACY PRACTICES

Your privacy is very important to us and our firm is committed to safeguarding the confidential information of our clients and investors. This notice (this “Notice of Privacy Practices”) is provided by Coury Firm Asset Management LLC d/b/a The Coury Firm, a registered investment adviser with the United States Securities and Exchange Commission (SEC), a commodity pool operator registered with the U.S. Commodity Futures Trading Commission (CFTC) and a member of the National Futures Association (NFA). This document sets forth the policies with respect to the collection, sharing and protection of non-public personal information of our clients and investors (either current, prospective and former). We collect non-public personal information in order to open and administer your client accounts with us, and for qualified investors, when they subscribe to our affiliated private funds. We also may collect your personal information from other sources, such as affiliates. We hold all non-public personal information provided to us in the strictest confidence. If we were to change our firm policy, we would be prohibited under the law from doing so without advising you first.

You may direct us not to make disclosures (other than disclosures required by law) regarding non-public personal information to non-affiliated third parties. If you wish to opt out of disclosures to non-affiliated third parties please contact our Compliance Office at compliance@couryfirm.com or 412-261-5744.

The Coury Firm collects personal information about you from the following sources that may include but are not limited to:

The Coury Firm uses your personal information in the following manner:

Effective June 01, 2018

LEGAL NOTICE & TERMS OF USE

1. Terms

By accessing this website (“Site”), you are agreeing to be bound by these web site Terms and Conditions of Use, all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws. If you do not agree with any of these terms, you are prohibited from using or accessing this site. The materials contained in this web site are protected by applicable copyright and trade mark law.

2. Use License

Permission is granted to temporarily download one copy of the materials (information or software) on Site for personal, non-commercial transitory viewing only. This is the grant of a license, not a transfer of title, and under this license you may not:

This license shall automatically terminate if you violate any of these restrictions and may be terminated by The Coury Firm at any time. Upon terminating your viewing of these materials or upon the termination of this license, you must destroy any downloaded materials in your possession whether in electronic or printed format. You are strictly prohibited from unauthorized use of our systems or the Site, including but not limited to unauthorized entry into our systems, misuse of passwords, or misuse of any information posted to the Site.

Use of this Site may be monitored, tracked and recorded. Anyone using this Site expressly consents to such monitoring, tracking and recording. You are responsible for being familiar with the current version of these Terms and Conditions posted on the Site during each session.

The works of authorship contained in this Site, including but not limited to all design, text, sound recordings, and images, are owned, except as otherwise expressly stated, by The Coury Firm or one of its affiliates. Except as otherwise expressly stated herein, they may not be copied, transmitted, displayed, performed, distributed (for compensation or otherwise), licensed, altered, framed, stored for subsequent use, or otherwise used in whole or in part in any manner without the owner’s prior written consent, except to the extent permitted by the Copyright Act of 1976 (17 U.S.C. § 107), as amended, and then, only with notices of the owner’s proprietary rights. Except for any third party exchange data, you may download information and print out a copy for your personal use, so long as you do not remove any copyright or other notice as may be contained in information, as downloaded.

You agree that (i) you will not engage in any activities related to this Site that are contrary to applicable law, regulation or the terms of any agreements you have with us, and (ii) in circumstances where locations of this Site require identification for access, you will establish commercially reasonable security procedures and controls to limit access to your password or other identifying information to authorized individuals. You agree that you will not use any robot, spider, other automatic device or manual process to monitor or copy our web pages, data or the content contained herein or for any other unauthorized purpose without our prior expressed written permission.

3. No Offer or Advice

You acknowledge that the content of Site is for general, informational purposes only and is not intended to constitute an offer to sell or buy any securities or other assets or promise to undertake or solicit business, and may not be relied upon in connection with any offer or sale of securities or other assets. An offer or solicitation will be made only through a final private placement memorandum, subscription agreement, and other related documents with respect to a particular investment opportunity and will be subject to the terms and conditions contained in such documents, including the qualifications necessary to become an investor. The Coury Firm makes no representations that any information provided via the Site is accurate, current, or complete. You are solely responsible for evaluating the risks and merits regarding the use of the Site and any services provided herein.

The Coury Firm does not utilize the Site to provide investment or other advice, and nothing on the Site is to be deemed a recommendation that you buy, sell, or hold any security or other investment or that you pursue any investment style or strategy. The Coury Firm only provides investment advice under a formalized arrangement including an investment advisory contract. If you would like investment, accounting, tax, or legal advice, you should consult with your own advisors with respect to your individual circumstances and needs.

4. Past Performance

Any performance data or comments expressed on the Site are an indication of past performance. Past performance is not indicative of future results; no representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. Information provided in case studies are for illustrative purposes only. All insights are subject to a disclaimer included in such materials. Any material excerpted or summarized is subject to the terms of the disclaimer. The information on the Site, including insights, is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Any investments discussed on the Website may fluctuate in price or value. Investors may get back less than they invested.

5. Forward-looking Statements

The contents of the Site may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, The Coury Firm itself, or its investments. These statements are not guarantees of future performance and involve certain risks, uncertainties, and assumptions that are difficult to predict with regard to timing, extent, likelihood, and degree of occurrence. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements. Furthermore, The Coury Firm undertakes no obligation to update, amend, or clarify forward-looking statements, whether as a result of new information, future events, or otherwise.

6. Disclaimer

The materials on the Site are provided "as is". The Coury Firm makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties, including without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights. Further, The Coury Firm does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the materials on its Internet web site or otherwise relating to such materials or on any sites linked to this Site.

7. Limitations

In no event shall The Coury Firm or its suppliers be liable for any damages (including, without limitation, damages for loss of data or profit, or due to business interruption,) arising out of the use or inability to use the materials on the Site, even if The Coury Firm or authorized representative of The Coury Firm has been notified orally or in writing of the possibility of such damage. Because some jurisdictions do not allow limitations on implied warranties, or limitations of liability for consequential or incidental damages, these limitations may not apply to you.

8. Site Terms of Use Modifications

The Coury Firm may revise these terms of use for its web site at any time without notice. By using this web site you are agreeing to be bound by the then current version of these Terms and Conditions of Use.

9. Links to other sites

Links to unaffiliated websites are provided solely as pointers to information on topics that may be useful to users of this Site, and we have no control over the content on such unaffiliated websites. If you choose to link to a website we do not control, we make no warranties, either express or implied, concerning your use of or inability to use such site, the content of such site, including the accuracy, completeness, reliability, or suitability thereof for any particular purpose, nor do we warrant that such site or content is free from any claims of copyright, trademark, or other infringement of the rights of third parties or that such site or content is devoid of viruses or other contamination. We do not guarantee the authenticity of documents on the Internet. Links to unaffiliated sites do not imply any endorsement of or responsibility for the opinions, ideas, products, information, or services offered at such sites, or any representation regarding the content at such sites and we expressly disclaim any such endorsement or representation. In addition, these third party websites may have a privacy policy or security practices different from this Site so it is important to read the policies of those sites before sharing your personal information.

10. Suitability and Appropriateness

Securities or financial instruments mentioned in the Site may not be suitable or appropriate for all investors or in all geographical areas. Your particular needs, investment objectives and financial situation were not taken into account in the preparation of this Site and the materials contained herein. The information contained in the Site constitutes neither a recommendation that you enter into a particular transaction nor a representation that any financial instrument is suitable or appropriate for you. You should consider whether an investment strategy or a particular investment is appropriate for you in the light of your particular investment needs, objectives and financial circumstances.

11. Legal entity disclosure

The Coury Firm is the marketing name for The Coury Firm Holdings LP and its affiliates and subsidiaries. All investment advice is provided through Coury Firm Asset Management LLC, an SEC registered investment adviser. All management consulting services are provided through Coury Firm Business Advisory LLC. All wellness and risk management services, including insurance analysis and recommendations, are provided through The Coury Firm LLC. Registration with the SEC does not imply a particular level of skill or training.

12. Governing Law

Any action against The Coury Firm arising from or relating to your access to and use of the Site and the provisions of these Terms and Conditions must be brought by you in state or federal court located in the Commonwealth of Pennsylvania, County of Allegheny. You consent to the jurisdiction and venue of the state and federal courts located within the Commonwealth of Pennsylvania, County of Allegheny, for the adjudication of all claims by The Coury Firm against you arising from or relating to your access to and use of the Site and the provisions of these Terms and Conditions.