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
106.94
-0.63
-0.59%
XOM
87.27
-0.19
-0.22%
MSFT
58.03
-0.14
-0.24%
JNJ
119.04
+0.47
+0.40%
WFC
48.51
+0.13
+0.27%
GE
31.23
+0.02
+0.06%
JPM
66.22
+0.15
+0.23%
PG
87.58
-0.32
-0.36%
PFE
34.82
+0.05
+0.14%
VZ
52.07
-0.68
-1.29%
CVX
101.32
-0.57
-0.56%
T
40.68
-0.39
-0.95%
BAC
15.79
+0.26
+1.67%
DIS
95.21
-0.34
-0.36%
FB
124.96
+1.07
+0.86%
C
47.11
+0.39
+0.83%
MRK
62.85
+0.53
+0.85%
GOOG
769.54
+0.13
+0.02%
KO
43.32
-0.35
-0.80%
CMCSA
65.51
-0.05
-0.08%
HD
134.36
-1.07
-0.79%
GILD
79.77
-0.31
-0.39%
INTC
35.26
+0.17
+0.48%
IBM
158.32
-0.31
-0.20%
CSCO
31.35
+0.06
+0.19%
PEP
107.45
-0.43
-0.40%
AMZN
769
+9.78
+1.29%
ORCL
41.26
+0.16
+0.39%
V
80.57
+0.25
+0.31%
WMT
71.14
-0.08
-0.11%
AAPL
106.94
-0.63
-0.59%
XOM
87.27
-0.19
-0.22%
MSFT
58.03
-0.14
-0.24%
JNJ
119.04
+0.47
+0.40%
WFC
48.51
+0.13
+0.27%
GE
31.23
+0.02
+0.06%
JPM
66.22
+0.15
+0.23%
PG
87.58
-0.32
-0.36%
PFE
34.82
+0.05
+0.14%
VZ
52.07
-0.68
-1.29%
CVX
101.32
-0.57
-0.56%
T
40.68
-0.39
-0.95%
BAC
15.79
+0.26
+1.67%
DIS
95.21
-0.34
-0.36%
FB
124.96
+1.07
+0.86%
C
47.11
+0.39
+0.83%
MRK
62.85
+0.53
+0.85%
GOOG
769.54
+0.13
+0.02%
KO
43.32
-0.35
-0.80%
CMCSA
65.51
-0.05
-0.08%
HD
134.36
-1.07
-0.79%
GILD
79.77
-0.31
-0.39%
INTC
35.26
+0.17
+0.48%
IBM
158.32
-0.31
-0.20%
CSCO
31.35
+0.06
+0.19%
PEP
107.45
-0.43
-0.40%
AMZN
769
+9.78
+1.29%
ORCL
41.26
+0.16
+0.39%
V
80.57
+0.25
+0.31%
WMT
71.14
-0.08
-0.11%