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Important Information About Brokerage & Investment Advisory Services

At Hefren-Tillotson, our mission is to become and remain your most trusted advisor.  In doing so we are committed to making it easy for you to understand the different ways of working with us, the types of accounts available, and how we charge for our services.  We believe transparency is essential to build lasting and trusted relationships.

Hefren-Tillotson offers clients both Traditional Brokerage and Investment Advisory services and it is important for clients to understand the differences of each.  Please refer to the documents below, which provide detailed information on accounts offered through Hefren-Tillotson.

Important Disclosures:

  • Form CRS
    Form CRS provides simple, easy to understand summary information about the nature of client relationships with Hefren-Tillotson and our brokerage and investment advisory services.

  • Engagement Letter & Best Interest Disclosures
    The Engagement Letter & Best Interest Disclosures provides information about the scope of your relationship with Hefren-Tillotson, our monitoring of accounts, product limitations, and other important disclosures to consider prior to and during relationship with the firm.

  • Form ADV Part 2A
    Form ADV Part 2A provides a detailed overview of Hefren-Tillotson’s investment advisory services.  The document covers 18 areas, including services provides, expenses, conflicts of interest, background of the firm, and others.

  • Form ADV Part 2A Appendix
    Form ADV Part 2A Appendix provides detailed information about Hefren-Tillotson Managed Account Program, which incorporates professional third-party investment managers.

  • Client Account Fees & Expenses
    This document provides a detailed overview of the various fees and expenses applicable to your accounts at Hefren-Tillotson.

  • Hefren-Tillotson Privacy Policy
    Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.