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Valley Forge Asset Management Corp.

Valley Forge Asset Management Corp. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Valley Forge Pennsylvania, Valley Forge Asset Management Corp. has been providing asset management services for more than a quarter century to retirement funds, public funds, individuals, foundations, endowments and corporations.

Valley Forge Asset Management is dedicated to helping clients realize financial success. Through close client interaction they help clients to identify their goals and objectives. Based on these goals and objectives a truly personalized portfolio is created for each client. Their firm is organized to provide professional investment services for a broad range of portfolio objectives. They specialize in equity, balanced and fixed income management on an individual account basis. They do not pool client funds.

Their structure of separate client service and portfolio management departments enables them to bring a high level of service and complexity to their clients.
Their goal is to create an open and participative work environment which seeks positive change, rewards innovation, and provides growth, security and opportunity for all employees. The result is to be proud that they have given their work the best effort and had fun along the way.

The Company does not disclose any nonpublic information about their clients to outsiders, except for the guardian of the account or as required by law. The company restricts access to all personal and account information to their employees who need to know that information to provide products or services to you, their client. They maintain physical, electronic, and procedural safeguards to guard all nonpublic personal information. The only nonpublic information about their clients that they maintain is collected from information they receive from the client on applications or other forms and information about transactions with them or others. If a client ever closes their accounts or become an inactive client, they will adhere to the privacy practice as described in this notice.

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