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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

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U.S. Accuses Prominent Short Seller Andrew Left of Fraud

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The Fees on These Funds Will Leave You High and Dry

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The Junk in Your Index Fund Is Costing You Big-Time

Small-cap stocks are on a roll, but the simplest and most popular way to buy them should carry a warning label....

These Funds Are Like Candy for Boomers. The Taxes Aren't.

Investors piling into the fast-growing funds may be surprised by their tax bills...

Dow Industrials Rise After Surprisingly Strong GDP Data

Smaller companies outperform, extending stock-market rotation; Nasdaq and S&P fall....