Stock Exchange Board

Investment Portfolio Management
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We manage investment portfolios for individuals, businesses and foundations.  We develop long term plans and construct custom portfolios to address each client's unique needs and objectives.
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Retirement Plan Services
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We specialize in developing and implementing company-sponsored retirement plans for small-to-medium sized businesses.
Mutual Fund Research - Stocks

Mutual Funds
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Our proprietary mutual funds are available to individuals for direct investment and to financial advisors, financial planners and registered investment advisors for their clients.

AAPL
113.95
+0.86
+0.76%
XOM
86.9
+3.66
+4.40%
MSFT
58.03
+0.08
+0.14%
JNJ
119.39
+0.17
+0.14%
WFC
45.31
+0.22
+0.49%
GE
29.9
+0.02
+0.07%
JPM
66.71
+0.35
+0.53%
PG
89.46
+1.1
+1.24%
PFE
33.99
+0.16
+0.47%
VZ
52.06
-0.43
-0.82%
CVX
102.15
+3.17
+3.20%
T
40.85
-0.61
-1.47%
BAC
15.38
+0.09
+0.59%
DIS
92.2
+0.48
+0.52%
FB
129.23
+0.54
+0.42%
C
46.87
+0.5
+1.08%
MRK
63.3
+0.73
+1.17%
GOOG
781.56
-1.45
-0.19%
KO
42.15
-0.44
-1.03%
CMCSA
66.68
+0.51
+0.77%
HD
128.27
+1.45
+1.14%
GILD
78.97
-0.28
-0.35%
INTC
37.44
+0.26
+0.70%
IBM
158.29
+1.52
+0.97%
CSCO
31.5
+0.02
+0.06%
PEP
107.38
-0.11
-0.10%
AMZN
828.72
+12.61
+1.55%
ORCL
39.44
+0.14
+0.36%
V
82.97
+0.81
+0.99%
WMT
71.79
-0.54
-0.75%
AAPL
113.95
+0.86
+0.76%
XOM
86.9
+3.66
+4.40%
MSFT
58.03
+0.08
+0.14%
JNJ
119.39
+0.17
+0.14%
WFC
45.31
+0.22
+0.49%
GE
29.9
+0.02
+0.07%
JPM
66.71
+0.35
+0.53%
PG
89.46
+1.1
+1.24%
PFE
33.99
+0.16
+0.47%
VZ
52.06
-0.43
-0.82%
CVX
102.15
+3.17
+3.20%
T
40.85
-0.61
-1.47%
BAC
15.38
+0.09
+0.59%
DIS
92.2
+0.48
+0.52%
FB
129.23
+0.54
+0.42%
C
46.87
+0.5
+1.08%
MRK
63.3
+0.73
+1.17%
GOOG
781.56
-1.45
-0.19%
KO
42.15
-0.44
-1.03%
CMCSA
66.68
+0.51
+0.77%
HD
128.27
+1.45
+1.14%
GILD
78.97
-0.28
-0.35%
INTC
37.44
+0.26
+0.70%
IBM
158.29
+1.52
+0.97%
CSCO
31.5
+0.02
+0.06%
PEP
107.38
-0.11
-0.10%
AMZN
828.72
+12.61
+1.55%
ORCL
39.44
+0.14
+0.36%
V
82.97
+0.81
+0.99%
WMT
71.79
-0.54
-0.75%