Pilot Capital Announces Merger with Planning Strategies, Inc.
April 2nd, 2018
Pilot Capital Management is pleased to announce its pending merger with Planning Strategies, Inc. of Lancaster, PA. We are excited about this opportunity to join forces with a great firm, and a great culture, and are certain our clients will benefit from this combination. read more
Pilot Capital's 2017 Winter Investment Briefing Announced
January 24, 2017
Join us on February 15, 2017 for our Winter Investment Briefing. We'll recap 2016 and discuss what we feel 2017 has in store. See the link below for RSVP details.
I am very pleased to announce that Matthew C. Staub, Vice President has earned the Chartered Financial Analyst (CFA®) designation.
To become a CFA® charter holder, a candidate must pass a series of three practice-oriented, six-hour examinations, taken in sequential levels. Minimum completion time is four years. Core elements of the CFA® curriculum include investment tools (economics, financial statement analysis, quantitative analysis), asset valuation (analysis of debt investments, equity investments, derivatives, and alternative investments), and portfolio management (both institutional and individual, including performance measurement). Importantly, each examination includes a thorough section testing knowledge and application of ethical and professional standards. Each of the six-hour examinations takes, on average, approximately 300 hours of intensive study and preparation. Candidates must have four years of acceptable professional experience in the investment decision-making process. Additionally, they must fulfill the CFA® Institute membership requirements and commit to uphold the CFA® Institute’s stringent Code of Ethics and Standards of Professional Conduct.
Matthew graduated Cum Laude from Lebanon Valley College where he earned a dual degree in Economics and Business Administration. While attending Lebanon Valley, Matt earned several distinguishing honors, including induction to the Phi Kappa Epsilon Honor Society, Phi Kappa Pi (LVC Business and Economics Honor Society) and was the 2010 recipient of the C.F. Joseph Tom Senior Award in Economics. He earned a Master’s Degree in Economics from Temple University where he also taught Microeconomics.
Matt has been with Pilot Capital Management since January 2012 as Vice President. His roles include portfolio management, financial analysis and planning, and economic and investment research. In addition to his corporate duties, Matt manages Pilot Capital’s Harrisburg office. As a CFA® charter holder, Matthew joins a global community of investment professionals dedicated to shaping and upholding the highest professional standards, cultivating strong and fair investment markets and putting investor’s interest first.
Founded in 1991, Pilot Capital Management, Inc. is a fee-only investment management and financial planning firm with offices in Hanover, PA and Harrisburg, PA. The firm sells no financial products and accepts no commissions on financial products. Pilot Capital fully accepts our fiduciary responsibility to put our clients’ interests first at all times.
Pilot Capital Introduces No-Transaction-Fee ETFs
Pilot Capital Clients & Friends,
Over the past few years, Exchange Traded Funds (ETFs) have become an increasingly useful investment vehicle in our clients’ long-term investment strategy. They offer potential benefits of tax efficiency, low annual costs and intraday liquidity. At Pilot Capital, we have found this type of investment very helpful when gaining exposure to market sectors where active management offers no value due to high fees or the nature of the market sector.
Pilot Capital is now pleased to offer you access to over 100 ETFs with no transaction fees. In the past, these trades have cost $9.99 on both purchase and sale trades. With new access to these transaction-free ETFs there will be no transaction fee on purchase, and no transaction fee on sale as long as the ETF is held at least 30 days. As Pilot Capital does not engage in short-term trading, this program should benefit our clients greatly, and we are happy to provide our clients with yet another way to control investment costs.
The ETFs available in the program through TD Ameritrade Institutional have been selected by Morningstar and vetted by Pilot Capital to ensure they provide access to all major market sectors and indices from leading providers (including 32 Vanguard ETFs and 47 iShares ETFs). As of March 18th, 2015, all Pilot Capital accounts have been automatically enrolled in the no transaction fee ETF program. There is no cost to enroll client accounts in the program.
Please direct any questions to Greg or Matthew at the above contact information.
Thank you again for your continued trust and confidence in Pilot Capital Management.
Pilot Capital Management Donates to Rotary International
Pilot Capital Clients & Friends,
A 2014 donation has been made to The Rotary Foundation in the name of the clients, friends, and employees of Pilot Capital Management, Inc. We felt that this would be the best way for us to express our gratitude for the tremendous trust and confidence placed in us by our clients.
For more information about The Foundation and the wonderful work it funds worldwide visit: www.rotary.org/myrotary/en/my-rotary/rotary-foundation
Pilot Capital Management is proud to be a 5-Star Advisor on the Paladin Registry. Paladin is a research organization that sponsors a Registry of 5-Star rated financial advisors and firms. Paladin Research vets advisor credentials, ethics, and business practices, and uses a proprietary algorithm to produce advisor and firm quality ratings. To learn more about the Paladin Registry and their ratings, click on the Paladin Research & Registry logo.
Pilot Capital Management, Inc. is a Registered Investment Advisor. We are registered in the State of Pennsylvania only. This web site does not constitute an effort to solicit business in any other state or jurisdiction other than Pennsylvania.