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
95.6
+1.2
+1.27%
XOM
93.74
+1.28
+1.38%
MSFT
51.17
+0.63
+1.25%
JNJ
121.3
+1.97
+1.65%
WFC
47.33
+0.36
+0.77%
GE
31.48
+0.93
+3.04%
JPM
62.14
+0.94
+1.54%
PG
84.67
+0.76
+0.91%
PFE
35.21
+0.2
+0.57%
VZ
55.84
+0.78
+1.42%
CVX
104.83
+1.41
+1.36%
T
43.21
+0.67
+1.57%
BAC
13.27
+0.08
+0.61%
DIS
97.82
+0.84
+0.87%
FB
114.28
+0.12
+0.11%
C
42.39
+0.27
+0.64%
MRK
57.61
+0.56
+0.98%
GOOG
692.1
+7.99
+1.17%
KO
45.33
+0.89
+2.00%
CMCSA
65.19
+1.25
+1.95%
HD
127.69
+0.32
+0.25%
GILD
83.42
+1.15
+1.40%
INTC
32.8
+0.87
+2.72%
IBM
151.78
+3.32
+2.24%
CSCO
28.69
+0.43
+1.52%
PEP
105.94
+2.82
+2.73%
AMZN
715.62
+0.02
0.00%
ORCL
40.93
+0.38
+0.94%
V
74.17
-2.57
-3.35%
WMT
73.02
+0.56
+0.77%
AAPL
95.6
+1.2
+1.27%
XOM
93.74
+1.28
+1.38%
MSFT
51.17
+0.63
+1.25%
JNJ
121.3
+1.97
+1.65%
WFC
47.33
+0.36
+0.77%
GE
31.48
+0.93
+3.04%
JPM
62.14
+0.94
+1.54%
PG
84.67
+0.76
+0.91%
PFE
35.21
+0.2
+0.57%
VZ
55.84
+0.78
+1.42%
CVX
104.83
+1.41
+1.36%
T
43.21
+0.67
+1.57%
BAC
13.27
+0.08
+0.61%
DIS
97.82
+0.84
+0.87%
FB
114.28
+0.12
+0.11%
C
42.39
+0.27
+0.64%
MRK
57.61
+0.56
+0.98%
GOOG
692.1
+7.99
+1.17%
KO
45.33
+0.89
+2.00%
CMCSA
65.19
+1.25
+1.95%
HD
127.69
+0.32
+0.25%
GILD
83.42
+1.15
+1.40%
INTC
32.8
+0.87
+2.72%
IBM
151.78
+3.32
+2.24%
CSCO
28.69
+0.43
+1.52%
PEP
105.94
+2.82
+2.73%
AMZN
715.62
+0.02
0.00%
ORCL
40.93
+0.38
+0.94%
V
74.17
-2.57
-3.35%
WMT
73.02
+0.56
+0.77%