Client Update

            Pilot Capital Management, Inc. is pleased to announce the launch of The Intelligent 401(k). The Intelligent 401(k) has been developed through extensive research into the problems that employers encounter in sponsoring 401(k) programs for their employees.  We are very excited about the success we have had addressing these problems.

 

            Because fees and expenses (including hidden fees and loads) are a primary determinant of investment returns, we have worked very hard to keep fees and expenses in The Intelligent 401(k) to the bare minimum (and fully disclosed) for both you and your employees. We have developed a funds menu that reflects your fiduciary duty to your employees and allows them to design portfolios that work. Unlike our competitors we can, and are willing to, tell you exactly why the funds in our program are there. But we think the best part is great local service. We’re there to make sure your 401(k) plan is a true benefit to you and your employees. We can create an employee education plan suitable to your unique situation.

 

            Pilot Capital Management, Inc. is an investment management and financial planning firm unique in this area in that we work for our investment and financial planning clients primarily on a fee basis (hourly or asset based fees). This business model allows us to maintain a high level of objectivity as we look after our client’s financial interests.

 

            Our research has indicated that the majority of companies don’t know how much high fees and poor fund performance are costing both employer and employee. We are pleased to offer a no cost, no obligation cost/performance analysis of your current 401(k) plan versus The Intelligent 401(k). Contact Greg Staub gstaub@pilotcapitalmangement.com today.