“What you deserve from your personal money manager”

Investing in Your Best Ideas. Read our take on the current market and learn the latest strategies and tactics our investment pros have devised. Click to get your free copy of this valuable report.

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Listen to Our Free Audio Seminars

For those of you who missed our audio conferences featuring Chuck Carlson, CFA and Rich Moroney, CFA, you can listen to them now!  Simply click on the green "Play" icons below:

Windows Media Investment Strategies for the Second Half of 2010 - 7/15/10
PowerPoint Presentation
Windows Media Investment Outlook 2010 - 1/14/10
PowerPoint Presentation
Windows Media Investment Outlook 2009 - 1/8/09
PowerPoint Presentation (644 KB)
Windows Media

Looking for Income? - 4/24/08

Windows Media

Quadrix - The Science Behind Our Stock Selection Process - 2/7/08
PDF Handout (384 KB)

Windows Media
What Stocks to Buy - A Focus on Best Ideas - 10/18/07
Windows Media
Taking Stock of the Stock Market - 5/3/07
Windows Media
Upside Plus Strategy - 2/15/07
PDF Handout (125 KB)
Windows Media

Best Ideas Strategy - 12/14/06
PDF Handout (8 KB)

Windows Media
Hot Spots in Dividend Stocks - 5/18/06
PDF Handout (125 KB)