4232 Northern Pike Suite 301 Monroeville, PA 15146

9:00 AM - 5:00 PM

Monday to Friday


[email protected]

Privacy Policy

Weiss LoPresti Capital Management, LLC is committed to maintaining the trust and confidence of our clients. We want you to understand how we protect your privacy when we collect and use information, and the measures we take to safeguard that information. To provide you with a high level of service, Weiss LoPresti Capital Management, LLC must maintain certain information. Keeping customer information secure and private is a priority in our office. We are including our privacy policy in this newsletter to help you understand how we may collect information, the type of information we may collect and how we keep that information secure. I hope you will take a moment to review this policy.

If you have any questions after reading this Privacy Policy, please contact Weiss LoPresti Capital Management, LLC by writing to 4232 Northern Pike, Monroeville, PA, 15146 As always, please feel free to contact our offices at 412.374.9461.

Weiss LoPresti Capital Management, LLC considers the privacy of its clients to be of fundamental importance and has established a policy to maintain the confidentiality of the information you share with us.

In providing asset management services to you, we collect certain nonpublic information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted or required by law. This policy is applicable to information for current and former clients.

Information we collect

The personal information we collect directly from you includes information required to communicate with you and assist us in effectively addressing your financial needs. This information could include:

  • Your name and address
  • Investment objectives and experience
  • Financial circumstances
  • Account balance and account transactions
  • Social security number
  • Employment information

We collect your personal information, for example, from the following sources:

  • Information we receive from you on applications and other forms
  • Information about your transactions with us or others

We also collect your personal information from others such as custodians, broker/dealers and other companies.