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Industry Links

Industry Links
CFA Institute
The CFA Institute is an international, not-for-profit organization that sets global stabdards for ethics, education and professional excellence for the investment community.

Securities and Exchange Commission
The mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation.

Investment Management Consultants Association
The IMCA keeps its members in touch with developments in investment strategies, legal and regulatory issues, economic news, and marketing techniques.

The National Society of Compliance Professionals
The National Society of Compliance Professionals is a nonprofit, membership organization dedicated to serving and supporting compliance officials in the securities industry.





Our Locations

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Main Office
525 Bigham Knoll
Suite 200
Jacksonville, OR 97530
(541)  857-8800
(503)  213-7245 (FAX)

Jersey City
111 Town Square Place
Suite 430
Jersey City, NJ 07310
(201)  239-0870
(201)  239-0863 (FAX)

Boston
Faneuil Hall Marketplace
1 South Market Building, 3rd Floor
Boston, MA 02109
(617)  367-4383

Shanghai, China
Platinum Building, Suite 2108
233 Taicang Road
Shanghai, 200020 PRC
86-21-6141-0918
86-21-6141-0915 (FAX)

Pittsburgh
7011 Crider Road, Suite 102
Mars, PA 16046
(724)  772-1772
(724)  772-1785 (FAX)

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