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Welcome to your Secure Client Portal. Here you can upload and download sensitive files securely.

All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.

News

When Markets Melt Down, These Traders Cash In

Mark Spitznagel and Nassim Nicholas Taleb devised ways to reap huge profits from global chaos—and they expect a lot of chaos in the years ahead...

Dollar General: No Longer Downturn-Proof

Pinched lower-income consumers are cutting back, and middle-class ones aren’t trading down enough....

Trian Co-Founder Ed Garden Steps Down, Nelson Peltz Reshuffles Top Ranks at Firm

Co-founder and investment chief Garden will focus on managing his personal investments as Trian promotes the next generation of leaders....

Stocks Rise, Led by Tech, as Investors Eye Debt-Ceiling Progress

Major U.S. indexes jumped on the first trading day of June as investors cheered progress toward a deal to avert a government default. ...

Traders Unfazed by Potential OPEC+ Production Cuts

Oil prices have slid to a critical level for Saudi Arabia, setting up a showdown between the cartel and speculators....

Robust Labor Market Poses Threat to Stocks' Rally

Investors are debating whether the jobs market’s resilience will prompt worrisomely tight Fed policy or is a sign that the economy can skirt a recession....

Tell Us About Your Trading Experience

Have you been trading or investing in the stock or options markets? We want to hear about it....

Apple Savings Account Customers Say It's Hard to Get Their Money Out

Some customers with Apple savings accounts, which are a partnership with Goldman Sachs, say it has taken weeks to withdraw money....

SVB Securities Prepares Management Buyout Backed by Baupost

The investment-banking business tied to Silicon Valley Bank is preparing a management buyout that has the backing of Seth Klarman’s hedge fund, Baupost Group....

Should You Self-Insure Your Long-Term Care?

Here are seven questions to ask yourself when considering whether to buy a policy or pay for the care out of your own pocket....