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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

Nasdaq, S&P 500 Log Records

Information technology was the S&P 500’s best-performing sector, with chip makers having a particularly good day....

Citigroup Facing New Regulatory Knock on Its Living Will

The FDIC is preparing to hand Citigroup a failing grade on its living-will plan, the latest rebuke for the megabank that has struggled to stay in the government’s good graces....

Midsize Companies Are Big Business for Wall Street's Megabanks

With fewer large deals, banks including JPMorgan are earning more fees from smaller outfits....

Activist Starboard Value Has Stake in Autodesk

Starboard met with executives of the design-software maker in recent weeks....

French Markets Could Do With More Sangfroid

Bond investors have been spooked by Marine Le Pen’s euroskeptic and far-right party potentially winning the French legislative election. But recent cases of ousted populist politicians show that ce...

Two Is Better Than One in the Alzheimer's Market

The approval of Eli Lilly’s Alzheimer’s drug donanemab could help build momentum for Biogen’s struggling drug Leqembi....

UBS Proposes Payout for Investors Slammed by Credit Suisse Greensill Funds

UBS said it would repay investors 90% of their remaining fund stakes, but that the payments won’t affect its group results or capital ....

A Big Bond Rally Is Promising Help for Home Buyers

The sharp rise in bond prices has pushed down the yield on the 10-year U.S. Treasury note, a benchmark for mortgage rates and other borrowing costs across the economy....

Fisher Investments Strikes Deal With Advent

The private-equity investor plans to take a minority stake in the firm known for its ubiquitous advertisements....

Japan's Chip Equipment Maker Disco Catches AI Fever

The maker of equipment for semiconductor manufacturing occupies a key role in the chip-supply chain....