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]

The first step is for us to discuss your objectives and financial situation. This is a no cost opportunity for you to interview us as your investment advisors. We will determine if our services can be of benefit to you and answer any questions you may have.

	We ask you to complete an investment profile so that we may accurately determine your objectives, time horizons, risk parameters, income needs and any other pertinent guidelines.
	We then make recommendations regarding the design and implementation schedule of your investment portfolio.

Call us toll free at 1-800-369-7751 (or E-mail us at [email protected]) to set up our initial conversation.

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