Portfolio Focus



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Portfolio Focus

Your Gateway to the Financial Markets: This service is provided as a courtesy for our Clients who are interested in accessing their account information on-line. In addition, a host of vital financial markets information is available to you via this gateway. We hope you find this link useful and invite you to contact us with any suggestions for improvements.


NetExchange Select: This is a link to your INVEST Asset Management or Brokerage Account.THIS SERVICE IS PROVIDED AS A COURTESY FOR OUR ASSETBUILDER GOLD, ADVISOR SOLUTIONS, AND SELECT TRADER CLIENTS.


Online Elite Capital Accounts: This site is for investors in the Elite Asset Management Account Programs


Prudential Annuities: For those clients with accounts with Prudential / American Skandia, you can access account information here.


John Hancock Freedom 529 College Savings Plan: For those clients with a John Hancock Freedom 529 College Savings Plan


AllianceBernstein CollegeBoundFund 529 Plan: For those clients with an Alliance 529 Education Savings Plan.


Babymint College Savings Accelerator: This site is for clients who wish to accelerate their savings into their 529 plans by saving while they shop.


Oppenheimer Legacy Program: For those clients with philanthropic endeavors or wish to review their current charitable accounts.


Transamerica (Idex) Mutual Funds: For those clients with accounts held directly with Transamerica (Idex), you can access account information here.


Seligman Funds: This link is for clients who hold Seligman Asset Allocation Fund Accounts.


Oppenheimer Funds: For those clients with accounts directly with Oppenheimer, you can access your account information here.


Western Reserve Life: This link is for those clients who have accounts with Western Reserve Life.


American Depository Receipts: For those of you who have foreign stocks as a part of your investment holdings, now you can track them online from this website.