Greg Staub

Hanover, Pennsylvania, 17331

 

Pilot Capital Management provides its clients with objective, goal - oriented investment management and financial planning services. We hold ourselves to the highest ethical and professional standards (fiduciary duty) by always placing our client's interests ahead of our own. Pilot Capital believes that our client's interests are best served through the use of independent, fee - only advisors. We do not sell any financial products or accept any commissions.
 

Background information

Sources of Financial Knowledge

Years of financial service experience

  • 20

Certifications & Designations

 

Key Business Practices

Methods of Compensation

  • Planning Services: Hourly fee
  • Investment Services: Asset-based fee, Hourly fee

Full Disclosure

  • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

Scope of Current Business

  • Number of Clients: 175
  • Amount of Client Assets: $23.000,000

Primary Custodian(s)

  • TD Waterhouse/Ameritrade

Additional Business Practices

  • I work with remote clients over the telephone and Internet
  • My clients have online access to their financial data
  • I review my clients' financial plans with them quarterly
  • I review my clients' investment portfolios with them quarterly

Licensing, Registrations, Disclosures

Registration & Licensing

  • CRD/IARD Number: 123088
  • Securities Licenses: Series None
  • Insurance Licenses:

Company Names

  • Broker/Dealer: None

Fiduciary Status

  • Acknowledged Fiduciary

Compliance Record

  • No Disclosures
 

Financial Services & Products

Planning Services

  • Financial, Retirement, College, Estate, Tax, Charitable

Investment Services

  • Strategy Development, Written investment policy, Asset allocation, Money manager selection, Asset Management, Performance Reporting, Tax Efficient Strategies
 
Paladin Registry
 

Minimum Asset Requirement

Types of Clients

  • Individuals & Families

Professional Services

  • Planning Advice & Services