Office: 412-341-6642
Toll Free: 877-366-401k
Privacy Policy
To Each of our Advisory Clients:
Each year, by March 31st, PRIMESolutions Advisors is required to file the Form ADV Part I with the Securities and Exchange Commission (SEC) in accordance with the SEC's Investment Advisers Act of 1940. The Form ADV is updated annually and whenever material changes occur. Our Form ADV Part I is viewable on the Investment Adviser Registration Depository by visiting the United States Securities and Exchange Commission's web site, www.sec.gov, and go to the section titled, "Investor Information".
As with each annual filing, we are offering you a copy of the public portion of our Form ADV. Please let us know if you wish to receive a copy our firm's "ADV Part II". We will be happy to send the document to you, or you may ask to see it the next time you visit our office.
The Federal Trade Commission's Gramm-Leach-Bliley Act (the "Act") requires the financial institutions to notify all clients of their policies and procedures at the time of engagement and at least annually thereafter. We at PRIMESolutions Advisors Investment Advisors understand that sharing nonpublic personal information is an act of trust. Our staff values the trust and confidence you have placed in us and we carefully handle information we possess. This information generally will include:
- Information provided from applications, forms and other information provided to us either verbally or in writing, and include but are not limited to your name, address, phone number, account information, social security number, employment, assets, income and debt
- Information about your transactions, accounts, trading activity and parties to transactions
- Information from other outside sources
- The individualized advice and recommendations we have prepared on your behalf
- Any other information that is deemed to be nonpublic personal information as defined by the Gramm-Leach-Bliley Act and by the Securities and Exchange Commission's Privacy Act, Regulation S-P
We do not offer for sale our clients' or former client's nonpublic personal information and we will never share your information with any other person or entity without your expressed direction or when required by law or regulation. For instance, you may request us to release financial information to your personal accountant or to another financial services entity within whom you have directed us, in writing or by application, to work with on your behalf. In the event of a routine regulatory audit, examiners are required to have brief access to Client records to ensure compliance with fiduciary duty and securities laws. Our internal procedure for handling nonpublic personal information remains unchanged.
PRIMESolutions Advisors Investment Advisors restricts access to its records to only those associated persons who require access to information in order to deliver our advisory or administrative services. If you should have any questions or concerns regarding our privacy policy and procedures, please do not hesitate to contact me directly.
This communication gives us another opportunity to express our appreciation for your continued business. We are dedicated
to providing you with personalized services and always want to know how you think we're doing. We would welcome an opportunity to share information about our services with investors you feel could benefit from knowing we are available to provide professional fee-based investment advisory services.
We always look forward to hearing from you. You are welcome to reserve some time with us to review your current financial and investment needs since the value and usefulness of our Investment Management Services are dependent upon availability of current information and upon your active, ongoing participation in your investment plan.
Please do not hesitate to call on us anytime we can be of further assistance.
Best regards,
PRIMESolutions Advisors, LLC


