Through contractual relationships with three member firms of the NY Stock Exchange (Merrill Lynch, Smith Barney, Charles Schwab & Co.), we are able to provide you with the following services:

• Execution of transactions at institutional discount rates
• Reinvestment of cash positions
• Action taken on splits, mergers, etc.
• Negotiation of bond trades
• Comprehensive record keeping
• Complete year end tax related data
• Quarterly reporting on positions held, cost basis, current market price, estimated annual income and current yield
• Specialized reporting of portfolio performance, risk segmentation, and industry focus
• Timely trade confirmation and regular statements provided by the broker
• Check deposits accepted or withdrawals processed as requested
• Ability to establish routine withdrawals