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
113.09
+0.21
+0.19%
XOM
83.24
+0.18
+0.22%
MSFT
57.95
+1.05
+1.85%
JNJ
119.22
+1.44
+1.22%
WFC
45.09
+0.21
+0.47%
GE
29.88
+0.34
+1.15%
JPM
66.36
+0.58
+0.88%
PG
88.36
+0.51
+0.58%
PFE
33.83
+0.19
+0.56%
VZ
52.49
+0.34
+0.65%
CVX
98.98
+0.2
+0.20%
T
41.46
+0.32
+0.78%
BAC
15.29
+0.2
+1.33%
DIS
91.72
-0.24
-0.26%
FB
128.69
+1.38
+1.08%
C
46.37
+0.48
+1.05%
MRK
62.57
+0.42
+0.68%
GOOG
783.01
+8.8
+1.14%
KO
42.59
+0.54
+1.28%
CMCSA
66.17
+0.36
+0.55%
HD
126.82
+1.37
+1.09%
GILD
79.25
-1.37
-1.70%
INTC
37.18
+0.53
+1.45%
IBM
156.77
+2.79
+1.81%
CSCO
31.48
+0.41
+1.32%
PEP
107.49
+0.46
+0.43%
AMZN
816.11
+16.95
+2.12%
ORCL
39.3
+0.27
+0.69%
V
82.16
+0.35
+0.43%
WMT
72.33
+0.71
+0.99%
AAPL
113.09
+0.21
+0.19%
XOM
83.24
+0.18
+0.22%
MSFT
57.95
+1.05
+1.85%
JNJ
119.22
+1.44
+1.22%
WFC
45.09
+0.21
+0.47%
GE
29.88
+0.34
+1.15%
JPM
66.36
+0.58
+0.88%
PG
88.36
+0.51
+0.58%
PFE
33.83
+0.19
+0.56%
VZ
52.49
+0.34
+0.65%
CVX
98.98
+0.2
+0.20%
T
41.46
+0.32
+0.78%
BAC
15.29
+0.2
+1.33%
DIS
91.72
-0.24
-0.26%
FB
128.69
+1.38
+1.08%
C
46.37
+0.48
+1.05%
MRK
62.57
+0.42
+0.68%
GOOG
783.01
+8.8
+1.14%
KO
42.59
+0.54
+1.28%
CMCSA
66.17
+0.36
+0.55%
HD
126.82
+1.37
+1.09%
GILD
79.25
-1.37
-1.70%
INTC
37.18
+0.53
+1.45%
IBM
156.77
+2.79
+1.81%
CSCO
31.48
+0.41
+1.32%
PEP
107.49
+0.46
+0.43%
AMZN
816.11
+16.95
+2.12%
ORCL
39.3
+0.27
+0.69%
V
82.16
+0.35
+0.43%
WMT
72.33
+0.71
+0.99%