Prospective New Clients: Request A Free Investment Consultation

Peridot Capital Management offers prospective new clients a complimentary investment consultation. The goal is twofold; to offer individual investors feedback on their current investments, as well as explain how Peridot Capital might help them achieve their specific investment and financial goals. This process not only allows Peridot to get to know you better, but even more importantly, it serves as a way for you to determine if our firm might be a good fit for you as you seek out assistance from a professional investment manager.

Requesting an initial investment consultation with Peridot Capital is free and requires no obligation on your part whatsoever. We can meet with you in person if you reside in the Pittsburgh metro area, or via phone and/or email otherwise. Your contact information will never be shared with anyone and you will not be added to any mailing lists. 

To set up a free consultation, simply complete the form below. We ask for both details on your current investments, as well as a brief overview of your financial and investment goals.

Contact Information:

Name:   

E-mail Address:        Phone Number:   

Mailing Address:    

City:    State:       Zip Code:      Country: 

Preferred way to contact you:   Email    Phone   Postal Mail

Best time of day to contact you:   Morning   Afternoon   Evening   Anytime

Investment Objectives:

Please let us know your prime motivation for seeking an investment consultation. Relevant information could include your time horizon, risk tolerance, financial and investment goals, etc in order for us to understand how we may be able to help.

 

 

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