AI Frontier

This strategy seeks capital appreciation by investing in a portfolio of companies positioned to benefit from the growth, utilization, and development of artificial intelligence (AI) technologies.

Generational Leader

This strategy seeks long-term capital appreciation by investing in high quality growth securities with above average compounded revenue and earnings outlook.

Millennium

The strategy seeks long-term capital appreciation by investing in specific growth sectors that benefit the most from changing demographics of the population.

Moderate Growth

The strategy seeks capital appreciation by investing in companies with greater than average growth characteristics and attractive valuations.

New Horizons

This strategy seeks long-term capital appreciation by investing in themes that stand to benefit from current and future technology, medical, and energy advancements.

Small Cap Growth

The strategy seeks long term capital appreciation by investing in small capitalization growth stocks.

Strategic Growth

This strategy seeks long-term capital appreciation by investing in high growth companies.

Office Closure Notice: New Year's Day

In observance of New Year’s Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Friday, January 2nd, 2026.

Thank you for your understanding as we take this time to celebrate the start of a new year and the opportunities it brings.

Office Closure Notice: Christmas

In observance of Christmas, our office will close at 1:00 PM today in accordance with the early market closure by the NYSE.

Our office will also be closed on Thursday, December 25th, 2025.

We will resume regular business hours on Friday, December 26th, 2025.

Thank you for your understanding as we take this time to celebrate the holiday season.

Office Closure Notice: Thanksgiving

In observance of Thanksgiving, our office is closed today.

In addition, our office will also close at 1:00 PM on Friday, November 28th, 2025, in accordance with the early market closure by the NYSE.

We will resume regular business hours on Monday, December 1st, 2025.

Thank you for your understanding as we take this time to express gratitude and celebrate with our families.

Office Closure Notice: Labor Day

In observance of Labor Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Tuesday, September 2nd, 2025.

Thank you for your understanding as we take this time to celebrate the dedication and contributions of workers who build and sustain our communities and nation.

Office Closure Notice: Independence Day

In observance of Independence Day, our office will closed at 1:00 PM today in accordance with the early market closure by the NYSE.

Our office will also be closed on Friday, July 4th, 2025.

We will resume regular business hours on Monday, July 7th, 2025.

Thank you for your understanding as we take this time to honor our nation’s independence and reflect on the enduring principles of liberty and unity that bring us together.

Office Closure Notice: Juneteenth National Independence Day

In observance of Juneteenth National Independence Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Friday, June 20th, 2025.

Thank you for your understanding as we take this time to reflect on the importance of this historic day and its significance to our shared journey toward justice and equality.

Office Closure Notice: Memorial Day

In observance of Memorial Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Tuesday, May 27th, 2025.

Thank you for your understanding as we join the nation in remembering the brave men and women of the armed forces who made the ultimate sacrifice in service to our country.