| Banking Partner |
 South Valley Bank & Trust
Financial Services for 'Every Stage in Life' |
Investment Partner - Clearing Services |
RBC Correspondent Services
RBC 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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