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Client Login

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

China Sells $4 Billion of Dollar Bonds, Borrowing Cheaply Once Again

The four-part deal comprised bonds that mature in three, five, 10 and 30 years, similar to China’s previous international bond sale a year ago....

Day Traders Are Driving Uranium Prices Higher

Enthusiasm from individual traders is reshaping the market for nuclear fuel that generates a tenth of the world’s electricity and sending uranium-linked stocks higher....

Stocks Rise as Companies Report Earnings

Major indexes climbed as investors parsed earnings reports for insight into how companies are coping with inflation and supply-chain disruptions....

A Bitcoin ETF Is Here. What Does That Mean?

With ProShares launching its exchange-traded fund, others are expected to follow as the Securities and Exchange Commission considers additional proposals....

First Bitcoin Futures ETF Rises in Trading Debut

The ProShares Bitcoin Strategy ETF was up 2% in midmorning trading. The launch is being closely watched on Wall Street, where finding a way to sell securities linked to bitcoin has been a priority ...

Apollo Targets $1 Trillion in Assets, Aiming to Outpace Blackstone

The investment giant expects its assets under management to double by 2026, with the acquisition of its insurance affiliate Athene powering much of the projected growth....

Johnson & Johnson's Stock Deserves a Booster

Wall Street’s excessive focus on vaccine sales has created an opportunity for investors to buy J&J shares at a discount....

Travelers Profit Falls 20% on Hurricane Ida, Auto Claims

The property-casualty insurer reported a quarterly income of $662 million, weighed down by storm damage and car-wreck related claims....

Dover, Procter & Gamble, Travelers, Netflix: What to Watch in the Stock Market Today

Travelers and Steel Dynamics shares rose on results; Halliburton slipped....

Brands Count the Rising Cost of Trains, Planes and Automobiles

No matter the mode of transport, moving goods from A to B has become more expensive, but the quirks of consumer companies’ supply chains mean they won’t all be equally hit....