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Investment Services
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Directory Listing(s)
Option Advantage
ffers two-day seminars teaching individual investors to protect and grow their portfolios with professional stock option trading strategies and risk management.
OTC Growth Stock Watch
Specializing in emerging growth stocks on NASDAQ since 1979.
Peak Financial Management, Inc.
Registered money management firm that offers a full service approach to financial planning with tailored investment management programs.
Pension Administration and Trust Accounting
Offers third party pension administration of defined contribution pension plans including money purchase, profit sharing, age weighted, new comperability, and 401(k) plans.
Pinnacle Investments of America, Inc.
Registered investment advisors. Offers a hedge fund focusing on trading and investing of technology and Internet related equity issues.
Prentiss Smith & Company, Inc.
Provides socially responsible portfolio management services.
Progressive Asset Management
Firm specializing in socially and environmentally responsible investing. Offers stocks, mutual funds, bonds, retirement plans, community investing, and trust services.
Pulsifer & Associates
Providing investment supervision for individuals, their families, and trustees.
Putnam Investments
Quantitative Group of Funds
RMAP Corporation
Provides temporary financial management and consulting services to businesses in Boston, Massachusetts, and New England.
RTF Retirement Plan
401(k) Retirement plan designed especially for smaller employers.
Selected Funds
Mutual fund managers.
State Street Global Advisors
Offers a family of no-load funds and uses quantitative and traditional techniques to manage investment programs and portfolios for institutional and individual investors.
The Collaborative,
Provides investment education and marketing consulting services.
Trillium Asset Management
Dedicated solely to socially responsible, activist investing.
Trust Company of Vermont
Specializes in trust and investment management for individual investors, corporations, and non-profits.
Tucker Anthony
Tucker Anthony Sutro
Holding company serving as a full-service retail brokerage, investment banking, and asset management company.
Visible Markets, Inc.
Serving the fixed-income financial instruments.

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