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
104.21
-0.13
-0.12%
XOM
88.95
-1.25
-1.39%
MSFT
56.68
+0.47
+0.84%
JNJ
125.23
+0.77
+0.62%
WFC
47.97
-0.16
-0.33%
GE
31.14
-0.11
-0.35%
JPM
63.97
-0.13
-0.20%
PG
85.59
+0.78
+0.92%
PFE
36.89
+0.22
+0.60%
VZ
55.41
+0.55
+1.00%
CVX
102.48
+0.69
+0.68%
T
43.29
+0.71
+1.67%
BAC
14.49
-0.19
-1.29%
DIS
95.95
+0.04
+0.04%
FB
123.94
-1.06
-0.85%
C
43.81
-0.27
-0.61%
MRK
58.66
+0.23
+0.39%
GOOG
768.79
+22.88
+3.07%
KO
43.63
-0.02
-0.05%
CMCSA
67.25
-0.61
-0.90%
HD
138.24
+0.28
+0.20%
GILD
79.47
-1.77
-2.18%
INTC
34.86
+0.09
+0.26%
IBM
160.62
-0.75
-0.46%
CSCO
30.53
+0.01
+0.03%
PEP
108.92
+0.79
+0.73%
AMZN
758.81
+6.2
+0.82%
ORCL
41.04
-0.15
-0.36%
V
78.05
-1.14
-1.44%
WMT
72.97
-0.27
-0.37%
AAPL
104.21
-0.13
-0.12%
XOM
88.95
-1.25
-1.39%
MSFT
56.68
+0.47
+0.84%
JNJ
125.23
+0.77
+0.62%
WFC
47.97
-0.16
-0.33%
GE
31.14
-0.11
-0.35%
JPM
63.97
-0.13
-0.20%
PG
85.59
+0.78
+0.92%
PFE
36.89
+0.22
+0.60%
VZ
55.41
+0.55
+1.00%
CVX
102.48
+0.69
+0.68%
T
43.29
+0.71
+1.67%
BAC
14.49
-0.19
-1.29%
DIS
95.95
+0.04
+0.04%
FB
123.94
-1.06
-0.85%
C
43.81
-0.27
-0.61%
MRK
58.66
+0.23
+0.39%
GOOG
768.79
+22.88
+3.07%
KO
43.63
-0.02
-0.05%
CMCSA
67.25
-0.61
-0.90%
HD
138.24
+0.28
+0.20%
GILD
79.47
-1.77
-2.18%
INTC
34.86
+0.09
+0.26%
IBM
160.62
-0.75
-0.46%
CSCO
30.53
+0.01
+0.03%
PEP
108.92
+0.79
+0.73%
AMZN
758.81
+6.2
+0.82%
ORCL
41.04
-0.15
-0.36%
V
78.05
-1.14
-1.44%
WMT
72.97
-0.27
-0.37%