Greg Staub CFA, CFA®
Hanover, Pennsylvania, 17331
Member Since 2005
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.
My Location
Background Information
Years of Financial Experience
- 25
Certifications and Designations
- CFA®
Association Memberships
- CFA Institute
- Baltimore CFA Society
Methods of Compensation
- Financial Planning: 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.
Primary Custodian(s)
- TD Waterhouse/Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Quarterly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- 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
Registration & Licensing
- CRD/IARD Number: 123088
- Securities Registrations: None
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Pilot Capital Management, Inc.
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- None
Insurance Products
- None
Visit Website - http://www.pilotcapitalmanagement.com
