Statements

Tax Preparation

Combined Mailings

Realized
Gains and Losses

Automatic Deposit

ACH Debit or Credit Entries

Touchtone Telephone

Asset Management Accounts

Check Writing

Record-keeping

Direct Deposit

Mutual Funds and Variable Annuities

Online Access
View your Account Online

Securities are offered through Pershing, LLC - a subsidiary of The Bank of New York Company, Inc., one of the largest financial holding companies in the United States provides a complete range of  financial services to corporations and individuals worldwide.

Our capabilities include trading in:
Domestic & International Equities
Over the counter Equities (NASDAQ), Preferred Stocks
Money Market Instruments, Certificates of Deposit
Open & Closed End Mutual Funds
Fixed  & Variable Annuities
Bonds: Government, Municipal, Corporate and High Yield Bonds
Listed Options, Rule 144 Sales
Mortgage and Asset-Backed Securities,
Unit Investment Trusts & Private Placements

We also know that the safety of your assets is one of your primary concerns. That is why you are protected for the total net equity of your securities and cash balances within your account.

Pershing, LLC - A Bank of New York Securities Group Company is a member of the Securities Investor Protection Corporation (SIPC) and in the event of financial failure of the broker-dealer customer accounts are protected by it. The limit of SIPC protection is $500,000 for covered securities. Cash balances are protected up to $100,000, which is included in the $500,000 maximum. These limits apply on a per-customer basis. In addition to the basic SIPC protection, Pershing, LLC has purchased an extension of the SIPC protection for clients of Vanguard Capital. With this extension, you are protected for the total net equity (as defined by SIPC) representing the securities and cash balances within your account.**

Contact us for more information