The Beringer Weinstock Group @ Janney

60 years of combined financial services experience. Each member of the Group

represents a specialized ability to provide high-end value to every client relationship. The

investment team of Geoff Beringer, James Weinstock, Jarrod Slater and Kim Welfare work

to make their clients’ futures more comfortable and their long-term fi nancial goals more

attainable. Creating diversifi ed and well-balanced investment portfolios, their conservative

investment philosophy relies on principles of asset allocation and risk management to best

meet the diverse needs of their clients.

The Beringer Weinstock Group also believes that providing superior client service is

the key to success. As such, their client service philosophy is built upon their belief in a

strategic and prudent process for the planning, implementation and review of fi nancial

plans. Committed to providing each investor with the highest level of respect, they

cultivate their client relationships based on trust, integrity and understanding.

The Beringer Weinstock Group is supported by the Janney’s Wealth Management

professionals, which include Janney’s Financial Planning team comprised of estate and

tax attorneys, CERTIFIED FINANCIAL PLANNERS

Accountants (CPA). To help uncover and explore investment opportunities and provide

expert analysis, Janney’s team also includes market commentators and research analysts

in a broad range of industries. Additionally, clients benefi t from Janney’s self-clearing

operations. The Group employs all of these resources in a consultative manner to better

evaluate investor objectives. We then determine and implement appropriate investment

strategies which we monitor with regular portfolio reviews.

Three members of the team are licensed with the Financial Industry Regulatory

Authority and the New York Stock Exchange.