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
144.12
+0.32
+0.22%
XOM
82.02
+0.18
+0.22%
MSFT
65.47
+0.18
+0.28%
JNJ
124.92
-0.74
-0.59%
WFC
55.67
-0.29
-0.52%
GE
29.68
+0.06
+0.20%
JPM
88.27
-0.33
-0.37%
PG
90.6
-0.16
-0.18%
PFE
34.33
+0.17
+0.50%
VZ
49.13
-0.17
-0.34%
CVX
108.07
+0.9
+0.84%
T
41.45
-0.11
-0.26%
BAC
23.35
-0.13
-0.55%
DIS
112.53
-0.52
-0.46%
FB
142.65
+0.89
+0.63%
C
59.39
-0.03
-0.05%
MRK
63.64
+0.3
+0.47%
GOOG
831.41
+10.49
+1.28%
KO
42.42
-0.01
-0.02%
CMCSA
37.22
+0.13
+0.35%
HD
147.04
-0.16
-0.11%
GILD
67.26
+0.16
+0.24%
INTC
35.57
-0.03
-0.08%
IBM
173.94
-0.57
-0.33%
CSCO
33.74
-0.28
-0.82%
PEP
112.43
-0.02
-0.02%
AMZN
874.32
+18.32
+2.14%
ORCL
44.52
-0.17
-0.38%
V
89.18
+0.06
+0.07%
WMT
70.74
+0.42
+0.60%
AAPL
144.12
+0.32
+0.22%
XOM
82.02
+0.18
+0.22%
MSFT
65.47
+0.18
+0.28%
JNJ
124.92
-0.74
-0.59%
WFC
55.67
-0.29
-0.52%
GE
29.68
+0.06
+0.20%
JPM
88.27
-0.33
-0.37%
PG
90.6
-0.16
-0.18%
PFE
34.33
+0.17
+0.50%
VZ
49.13
-0.17
-0.34%
CVX
108.07
+0.9
+0.84%
T
41.45
-0.11
-0.26%
BAC
23.35
-0.13
-0.55%
DIS
112.53
-0.52
-0.46%
FB
142.65
+0.89
+0.63%
C
59.39
-0.03
-0.05%
MRK
63.64
+0.3
+0.47%
GOOG
831.41
+10.49
+1.28%
KO
42.42
-0.01
-0.02%
CMCSA
37.22
+0.13
+0.35%
HD
147.04
-0.16
-0.11%
GILD
67.26
+0.16
+0.24%
INTC
35.57
-0.03
-0.08%
IBM
173.94
-0.57
-0.33%
CSCO
33.74
-0.28
-0.82%
PEP
112.43
-0.02
-0.02%
AMZN
874.32
+18.32
+2.14%
ORCL
44.52
-0.17
-0.38%
V
89.18
+0.06
+0.07%
WMT
70.74
+0.42
+0.60%