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
99.62
+1.72
+1.76%
XOM
90.26
+0.59
+0.66%
MSFT
52.12
+0.53
+1.03%
JNJ
113.35
+0.66
+0.59%
WFC
50.5
+1.3
+2.64%
GE
30.09
+0.24
+0.80%
JPM
65.52
+0.98
+1.52%
PG
81.48
+0.51
+0.63%
PFE
34.35
+0.25
+0.73%
VZ
49.85
+0.27
+0.54%
CVX
101.77
+1.58
+1.58%
T
38.62
+0.12
+0.31%
BAC
14.92
+0.24
+1.63%
DIS
99.86
+0.35
+0.35%
FB
117.89
+0.19
+0.16%
C
46.94
+1.08
+2.35%
MRK
56.57
+0.97
+1.74%
GOOG
725.27
+5.18
+0.72%
KO
44.38
+0.01
+0.02%
CMCSA
62.6
+0.16
+0.26%
HD
133.2
-0.16
-0.12%
GILD
86.51
+0.29
+0.34%
INTC
31.39
+0.33
+1.06%
IBM
151.69
+3.38
+2.28%
CSCO
28.92
+0.45
+1.58%
PEP
101.09
0.00
0.00%
AMZN
708.35
+4.15
+0.59%
ORCL
40.13
+0.23
+0.58%
V
79.06
-0.32
-0.40%
WMT
70.48
+0.24
+0.34%
AAPL
99.62
+1.72
+1.76%
XOM
90.26
+0.59
+0.66%
MSFT
52.12
+0.53
+1.03%
JNJ
113.35
+0.66
+0.59%
WFC
50.5
+1.3
+2.64%
GE
30.09
+0.24
+0.80%
JPM
65.52
+0.98
+1.52%
PG
81.48
+0.51
+0.63%
PFE
34.35
+0.25
+0.73%
VZ
49.85
+0.27
+0.54%
CVX
101.77
+1.58
+1.58%
T
38.62
+0.12
+0.31%
BAC
14.92
+0.24
+1.63%
DIS
99.86
+0.35
+0.35%
FB
117.89
+0.19
+0.16%
C
46.94
+1.08
+2.35%
MRK
56.57
+0.97
+1.74%
GOOG
725.27
+5.18
+0.72%
KO
44.38
+0.01
+0.02%
CMCSA
62.6
+0.16
+0.26%
HD
133.2
-0.16
-0.12%
GILD
86.51
+0.29
+0.34%
INTC
31.39
+0.33
+1.06%
IBM
151.69
+3.38
+2.28%
CSCO
28.92
+0.45
+1.58%
PEP
101.09
0.00
0.00%
AMZN
708.35
+4.15
+0.59%
ORCL
40.13
+0.23
+0.58%
V
79.06
-0.32
-0.40%
WMT
70.48
+0.24
+0.34%