Allegiance Financial: Questions to Ask

202 McKnight Park Drive
Pittsburgh, PA 15237-6533
Phone: (412) 369-7755
Toll free: 1-800-369-7751
Fax: (412) 369-7299
E-mail: [email protected]

Six Questions You Need to Ask Yourself

Do you know what you pay in total fees and commissions each year?
Many people are amazed to find out exactly how much they are paying. We disclose all expenses up front. There are no surprises.

Do you know what your return is after all fees and commissions are deducted? If not, how do you know if you will achieve your objectives?
We report your investment returns on a net basis, after fees are deducted. In addition, we provide projections based on agreed upon assumptions to remain on track to achieving your financial goals.

Is your advisor paid to buy and sell or produce results?
Since we are not compensated based on the number of trades made in your account, our incentive is to recommend changes only when we believe they will increase your return or reduce overall portfolio volatility.

Does your advisor recommend proprietary investments sponsored by their company?
We have no proprietary investments. We can select freely from the myriad of investment alternatives. Our primary concern is what is in your best interest.

Does your advisor use confusing "buzzwords" and investment jargon?
We pride ourselves on our ability to make the complex issues regarding today's investment terminology and concepts easy to understand. We provide quarterly newsletters that are both educational and informative.

Are your investments tailored to your specific objectives?
We customize your portfolio based on your investment profile. There is no such thing as one-size-fits-all in portfolio design.

This website was designed to give investors an overview of our company and the investment programs we offer. If you have any interest in finding out more about how our services can be of benefit to you and your investment goals, please contact us at [email protected].

These pages were designed and created by Tachyon Solutions, Inc.

Allegiance Financial Home Page

Pittsburgh Home Page

	Do you know what you pay in total fees and commissions each year? Many people are amazed to find out exactly how much they are paying. We disclose all expenses up front. There are no surprises.
	Do you know what your return is after all fees and commissions are deducted? If not, how do you know if you will achieve your objectives? We report your investment returns on a net basis, after fees are deducted. In addition, we provide projections based on agreed upon assumptions to remain on track to achieving your financial goals.
	Is your advisor paid to buy and sell or produce results? Since we are not compensated based on the number of trades made in your account, our incentive is to recommend changes only when we believe they will increase your return or reduce overall portfolio volatility.
	Does your advisor recommend proprietary investments sponsored by their company? We have no proprietary investments. We can select freely from the myriad of investment alternatives. Our primary concern is what is in your best interest.
	Does your advisor use confusing "buzzwords" and investment jargon? We pride ourselves on our ability to make the complex issues regarding today's investment terminology and concepts easy to understand. We provide quarterly newsletters that are both educational and informative.
	Are your investments tailored to your specific objectives? We customize your portfolio based on your investment profile. There is no such thing as one-size-fits-all in portfolio design.