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| MAIN PAGE NAME: | CONTENTS: |
| HOME: | Introduction / Google Search/Site Search / Link to FINRA |
| ABOUT US: | Background, personal and firm |
| PHILOSOPHY: | Our Philosophy, Goals and Approach to managing your investments |
| SERVICES & STRATEGIES: | Brief information on Equity, Fixed Income, and Balanced Accounts, with links to more detailed information |
| QUARTERLY LETTERS: | Archives of my Quarterly Letters to clients, interviews, etc. |
| FINANCIAL LINKS: | My personal financial bookmarks, organized and categorized |
| INTERESTING LINKS: | My personal bookmarks of a non-financial nature, organized and categorized |
| CONTACT US: | Use this form, or the e-mail link found at the bottom of every page, to contact us. |
Table of Contents
Account
Opening an
account
Insurance of
account by custodian/broker
Balanced Accounts
Billing
Biography of James Pappas
Bond Accounts
(see
also: "Types of Accounts")
Bond Selection
Recent
Purchase Examples
Client Accounts
Held at
broker or bank
Confirmation of trades from broker
see also
Contact Us
Convertible Securities (examples of
recent purchases)
Dow Jones Industrial Average
Quarter-end index and performance posted under Quarterly
Letters
Equity Accounts (see also: "Stock Accounts")
Equity Securities (examples of
recent purchases)
Fees
Greek Heritage
Industry Association Memberships
Introduction
Interviews
Investment management agreement
Letters to Clients
Limited power of attorney (investment management agreement)
Links
Financial
links
Non-financial
links
Management Agreement
Managed Bond Accounts
News Headlines
Opening an Account
Philosophy
Quarterly Letters to Clients
Quote Bar: live quotes, charts, news, etc. for individual stocks,
courtesy of Stocks.com
Research
Standard & Poor's 500 Index
Quarter-end index and performance posted under Quarterly
Letters
Statements
From the
broker and JPIC
See also:
Stock Accounts
Stock
selection
Examples
of stocks owned
Types of Accounts
Equity
Fixed Income
Balanced
Types of Securities
Equities,
stocks
Fixed income,
bonds
Balanced,
stocks and bonds
Who Uses Our Services
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