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]

• Evaluate your investment profile given your financial goals, risk tolerance, time horizons, liquidity, income needs, and other pertinent information.

• If applicable, evaluate your current portfolio to determine which investments are suitable based on your specific parameters and competitive alternatives.

• Design and implement a portfolio tailored to your particular guidelines.

• Monitor your investments on an ongoing basis.

• Make specific recommendations regarding adjustments to your portfolio based on our best professional evaluation of changes in your personal situation and economic and market conditions.

• Take custody of your investments. All assets are in your name.

• Take discretionary authority over your account. You must authorize each and every trade.

• Profess to be able to time the markets or project the next "hot investment."

• Provide legal or tax advice

• Guarantee a rate of return or against loss of principal.

• Avoid your questions.

• One monthly statement for each account (IRA, joint, individual, etc.).

• Quarterly Portfolio Performance Reports.

• Our quarterly newsletter, Financial Outlook.

• Specific allocation recommendations, as necessary.

• Specific security recommendations, as necessary.

• Reviews as required to be sure you are on track to achieving your objectives.

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.

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