Manages personnel to provide full service investment and financial advising, portfolio management, institutional cash management, financial planning for individuals and organizations. Hourly, contract, asset-based, and commission fee structures available.

Monetary Authorities-Central Bank, Commercial Banking, Savings Institutions, Credit Unions, Other Depository Credit Intermediation

Portfolio Management, Investment Advice, Miscellaneous Financial Investment Activities, Pension Funds, Open-End Investment Funds

Portfolio Management, Investment Advice, Direct Life Insurance Carriers, Direct Health and Medical Insurance Carriers, Insurance Agencies and Brokerages

New Single-Family Housing Construction (except Operative Builders), New Multifamily Housing Construction (except Operative Builders), Commercial and Institutional Building Construction, Land Subdivision, Framing Contractors

Securities Brokerage, Portfolio Management, Insurance Agencies and Brokerages, All Other Insurance Related Activities, Pension Funds

Open-End Investment Funds

Investment Banking and Securities Dealing, Miscellaneous Intermediation, Portfolio Management, Investment Advice, Trust, Fiduciary, and Custody Activities

Portfolio Management, Investment Advice, Open-End Investment Funds

Investment Advice, Health and Welfare Funds, Open-End Investment Funds, Other Financial Vehicles, Administrative Management and General Management Consulting Services