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
136.66
+0.13
+0.10%
XOM
81.08
-0.7
-0.86%
MSFT
64.62
0.00
0.00%
JNJ
122.73
+1.83
+1.51%
WFC
57.81
-0.68
-1.16%
GE
30.19
+0.17
+0.57%
JPM
90.33
-0.8
-0.88%
PG
91.05
-0.08
-0.09%
PFE
34.26
+0.2
+0.59%
VZ
50.6
+0.29
+0.58%
CVX
110.12
-0.9
-0.81%
T
42.36
+0.41
+0.98%
BAC
24.23
-0.35
-1.42%
DIS
110.32
+0.59
+0.54%
FB
135.44
+0.08
+0.06%
C
59.56
-1.06
-1.75%
MRK
66.16
+0.31
+0.47%
GOOG
828.64
-2.69
-0.32%
KO
41.78
+0.12
+0.29%
CMCSA
37.89
+0.24
+0.64%
HD
145.95
+1.24
+0.86%
GILD
69.94
+0.57
+0.82%
INTC
36.53
+0.35
+0.97%
IBM
181.35
-0.3
-0.17%
CSCO
34.32
+0.28
+0.82%
PEP
109.83
+0.29
+0.26%
AMZN
845.24
-6.95
-0.82%
ORCL
43.17
+0.21
+0.49%
V
88.43
+0.25
+0.28%
WMT
72.39
+1.08
+1.51%
AAPL
136.66
+0.13
+0.10%
XOM
81.08
-0.7
-0.86%
MSFT
64.62
0.00
0.00%
JNJ
122.73
+1.83
+1.51%
WFC
57.81
-0.68
-1.16%
GE
30.19
+0.17
+0.57%
JPM
90.33
-0.8
-0.88%
PG
91.05
-0.08
-0.09%
PFE
34.26
+0.2
+0.59%
VZ
50.6
+0.29
+0.58%
CVX
110.12
-0.9
-0.81%
T
42.36
+0.41
+0.98%
BAC
24.23
-0.35
-1.42%
DIS
110.32
+0.59
+0.54%
FB
135.44
+0.08
+0.06%
C
59.56
-1.06
-1.75%
MRK
66.16
+0.31
+0.47%
GOOG
828.64
-2.69
-0.32%
KO
41.78
+0.12
+0.29%
CMCSA
37.89
+0.24
+0.64%
HD
145.95
+1.24
+0.86%
GILD
69.94
+0.57
+0.82%
INTC
36.53
+0.35
+0.97%
IBM
181.35
-0.3
-0.17%
CSCO
34.32
+0.28
+0.82%
PEP
109.83
+0.29
+0.26%
AMZN
845.24
-6.95
-0.82%
ORCL
43.17
+0.21
+0.49%
V
88.43
+0.25
+0.28%
WMT
72.39
+1.08
+1.51%