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
98.19
-0.47
-0.48%
XOM
92.53
-1.48
-1.57%
MSFT
56.32
-0.25
-0.44%
JNJ
124.35
-0.68
-0.54%
WFC
47.91
-0.41
-0.85%
GE
31.5
-0.56
-1.75%
JPM
63.98
-0.06
-0.09%
PG
85.38
-0.34
-0.40%
PFE
36.555
-0.185
-0.504%
VZ
55.857
-0.243
-0.4339%
CVX
103.31
-2.35
-2.22%
T
42.83
-0.28
-0.65%
BAC
14.33
-0.05
-0.35%
DIS
97.667
-0.043
-0.0442%
FB
121.68
+0.68
+0.5619%
C
44.085
-0.215
-0.485%
MRK
58.24
-0.58
-0.99%
GOOG
739.23
-3.51
-0.47%
KO
45.545
-0.285
-0.622%
CMCSA
67.325
-0.135
-0.200%
HD
136.6
+0.08
+0.06%
GILD
86.974
+0.424
+0.4904%
INTC
34.7
+0.04
+0.12%
IBM
162.28
+0.21
+0.13%
CSCO
30.655
-0.055
-0.179%
PEP
108.538
-0.652
-0.597%
AMZN
742.92
-1.94
-0.26%
ORCL
41.01
-0.07
-0.17%
V
79.27
-0.64
-0.80%
WMT
73.515
-0.035
-0.048%
AAPL
98.19
-0.47
-0.48%
XOM
92.53
-1.48
-1.57%
MSFT
56.32
-0.25
-0.44%
JNJ
124.35
-0.68
-0.54%
WFC
47.91
-0.41
-0.85%
GE
31.5
-0.56
-1.75%
JPM
63.98
-0.06
-0.09%
PG
85.38
-0.34
-0.40%
PFE
36.555
-0.185
-0.504%
VZ
55.857
-0.243
-0.4339%
CVX
103.31
-2.35
-2.22%
T
42.83
-0.28
-0.65%
BAC
14.33
-0.05
-0.35%
DIS
97.667
-0.043
-0.0442%
FB
121.68
+0.68
+0.5619%
C
44.085
-0.215
-0.485%
MRK
58.24
-0.58
-0.99%
GOOG
739.23
-3.51
-0.47%
KO
45.545
-0.285
-0.622%
CMCSA
67.325
-0.135
-0.200%
HD
136.6
+0.08
+0.06%
GILD
86.974
+0.424
+0.4904%
INTC
34.7
+0.04
+0.12%
IBM
162.28
+0.21
+0.13%
CSCO
30.655
-0.055
-0.179%
PEP
108.538
-0.652
-0.597%
AMZN
742.92
-1.94
-0.26%
ORCL
41.01
-0.07
-0.17%
V
79.27
-0.64
-0.80%
WMT
73.515
-0.035
-0.048%