Your Commitment to Us

A successful relationship relies upon a reciprocal commitment between you and Piercefield.  We ask that you:

• Provide us with all relevant information about your financial arrangements, goals, risk tolerances, time horizon as well as changes to this information.
• Meet with us regularly to review your financial situation and investment positions.
• Provide us with frank, timely feedback on how we are doing and how we can improve our service to you.  In particular, you will let us know immediately of any concerns you have about our work together.
• If you are pleased with our service, we trust that you will endorse this with a personal referral to someone whom you believe would benefit from an association with us.