If you looked at your financial landscape right now,
would you be pleased with what you'd see?
Because the view of your financial horizon
depends largely on the decisions you make today.

[ Window to Your Financial Future | Services | Products ]
[ Our Views - five fundamental principles ]
[ About Your Broker ]

A Window to Your Financial Future

Metatrends, LLC is a full-service financial consulting firm that offers you a window to a well-planned, secure financial future.
We provide an integrated, seamless approach to meeting all of your financial, investment, insurance, tax planning and asset management needs. Whether your goal is to build assets, achieve financial independence or plan for passing your wealth to the next generation, we can outline a strategic plan according to your specific financial objectives.
As a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC), Metatrends, LLC not only identifies your needs and helps you evaluate the investments or services that fit your overall financial plan, but we can execute your instructions as well.
When we meet with you, we want to get a thorough understanding of your financial situation. We consider many variables--your age; your spouse's age; your accumulated wealth; your anticipated income; the ages of your children; your short-term and long-term goals--as we create a financial services and products package for you.
When necessary, our staff of talented professionals draws on a network of experienced, qualified accountants, attorneys, actuaries, Certified Financial Planners and other experts who work with us as a team to find solutions to complicated situations.
Metatrends, LLC is a registered Broker/Dealer with the SEC and the Pennsylvania Securities Commission. We also are a member of the National Association of Securities Dealers (NASD), Municipal Securities Rulemaking Board (MSRB), and the Securities Insurance Protection Corp. (SIPC). We have broad service capabilities and offer a wide variety of financial products.

Services

Financial Planning
The foundation of all the services we offer. We work with you to develop a sound, comprehensive financial plan which clarifies your direction, goals, risk tolerance and needs. Elements of financial planning may include retirement, educational expense, investment and estate planning, as well as tax planning and consultation.

Asset Management
A specialty service in which we actively supervise your investments. Through asset allocation among investments and market moves, as well as by continuously monitoring your portfolios and market performance, we'll manage your investments to maintain safety and preserve principal.

Qualified Plans
We can help you set up, implement, administer or change your IRA, 401(k) or other qualified retirement plan.

Stock, Bond, Mutual Fund, and LP Purchasing and Sales
As a Broker/Dealer, we have access to a variety of recognized investment vehicles and products rather than just one company's name brand or family of investments. We can help you identify and target the appropriate vehicles, funds or stocks for your needs and, as a discount broker, pass the savings on to you when you trade through us.

Products

Metatrends, LLC offers a broad spectrum of investment vehicles, partnerships and risk coverage. We can meet almost any client requirement. Among the products available are:

Bonds
both corporate and municipal

Stocks
all listed equities with discounted trading fees

Mutual Funds
including major national fund families and local or state funds

Variable Annuities
which are investment-based and tax-benefited

Variable Life Insurance Policies
which also are investment-based and tax-benefited

Our Views

When looking for a financial advisor, you have many criteria to consider. At Metatrends, LLC, our approach to financial management is guided by five fundamental principles which define how we serve our clients.

1. Comprehensive
We'll spend as much time with you as necessary to get a clear picture of your unique requirements, then recommend the appropriate retirement, estate, tax, investment, wealth accumulation, protection and educational planning and services.

2. Committed
We are dedicated to our clients and the industry.

3. Competent
We keep up to date through continuing education seminars and cross-discipline training. We believe that professionals whose skills are constantly refreshed derive more personal satisfaction from their jobs and, as a result, ultimately provide better service to their clients.

4. Confidential
We practice strict confidence in handling your affairs. Ensuring the privacy of your financial information is a professional trust and an ethical imperative.

5. Independent
We work for you. We are not a branch of a large investment or insurance firm determined to meet a quota by selling our brand name invest- ment, regardless of your needs. Being an independent broker/dealer means we meet your needs and provide the products and services that fit your situation.

By following these core principles, we strive to create long-term partnerships with our clients based on service, not on product.

Because your requirements are different from those of every other client, your financial plan is unique as well. We never rely on "cookie cutter" plans. As your financial advisor, we look at your entire financial picture so we can work in tandem with you to design the right plan to make your assets work for you.

Unlike specialty stock brokers or insurance firms where you must coordinate the services you think you need, we work with you to develop your initial plan, then monitor it regularly once itÕs in place. We continue to grow our partnership with you by regular follow-ups as we work together toward achieving your financial goals.

A Window of Opportunity

If you're ready to look out on your financial future, give us an opportunity to show you what we can do for you. We think you'll like the view from our window.

About Your Broker
NASD Regulation offers a Public Disclosure Program which is intended to help investors determine whether they wish to do business with an individual broker or firm. The Public Disclosure Program provides an effective mechanism for investors to obtain information about NASD member firms and associated persons.

You may access the Public Disclosure Program:
Online at www.nasdr.com
or
call toll-free Hotline at 1-800-289-9999.

Metatrends, LLC and its associated persons believe that the NASD Regulation Public Disclosure Program is an important investor protection service, a view shared by Congress, the Securities Exchange Commission (SEC), and the North American Securities Administrators Association (NASAA).

511 State Street
Baden, PA 15005-1738

Phone: 724 - 869-7526
Fax: 724 - 869-3794

Member NASD MSRB SIPC

[ LOCAL HISTORY ]

www.metatrendsllc.com

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