| Banking Partner |
 South Valley Bank & Trust
Financial Services for 'Every Stage in Life' |
Investment Partner - Clearing Services |
RBC Dain Correspondent Services
RBC Dain is one of the nations largest full service securities firms and also serves more than 140 independent branch offices with its clearing and technology services. |
Investment Partners |
American Funds
One of the nation’s oldest mutual fund families, serving investors since 1931. |
Curian Captial
Curian Clearing is a division of Investment Centers of America, Inc. (Member NASD/SIPC), and is the operational support center and broker-dealer for Financial Professionals and their clients. |
Franklin Templeton Investments
Offering investment products under the Franklin, Templeton, Mutual Series, Bissett and Fiduciary brand names. |
Hartford Investor
Hartford Life is a proud part of the Hartford Financial Services Group Inc., which has been one of the world's leading providers of insurance and financial services since 1810. |
IMS Capital Management, Inc.
Founded in 1988 by Carl W. Marker, IMS Capital Management has offices in Portland, Oregon and Seattle, Washington. With more than $500 million under management, they seek to deliver consistently superior risk adjusted returns. |
Lord Abbett
Founded in 1929, Lord Abbett is one of the nation’s longest existing money management firms. |
Investment Tools |
Yahoo! Finance
Yahoo! Financial Tools |
Yahoo! Quotes
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