bull and bear

bullet Overview
bullet Competitive Advantages
bullet Organizational Philosophy
bullet Selection of Investment Managers
bullet Sales Process
bullet Speaking Engagements
bullet In the Media
bullet Service Providers
bullet Disclosures
bullet Contact Agecroft Partners

 

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Service Providers
Regulatory Compliance Consulting Firm:
Gregory Levine, President
Modern Regulatory Services LLC
(212) 380-1864

Graphic Design Consulting Firm:
Kara Humphreys, President
karacreative.com
(318) 288-2634

Technology Consulting Firm:
IT communications Company
(804) 523 4677

Legal Counsel:
Scott Stolte, Partner
Ayers and Stolte
(804) 358-4731

Auditor:
Raymond Tse, CPA
VB&T Certified Public Accountants, PLLC
(212) 448-0010

Securities Dealers Blanket Bond:
Chubb Group of Insurance Companies

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