We review several portfolios that are in excess of $100 million on an ongoing basis.  The combination of our experience and knowledge provides us with the unique expertise in this industry.  Providing auditing services and audited financial statements for broker dealers and registered investment advisors as well as performing consulting work for stockbrokers working exclusively on initial public offerings, has given us a sound education and a depth of experience in this industry

• Financial statements

• Consultation for stockbrokers 

• Security Purchases

• Documentation of sales, dividends & interest

• Portfolio tracking

• Documentation of gains and losses