Separately Managed Accounts

O'Higgins Asset Management, Inc. manages individual conservative growth portfolios for high net worth individuals and institutions with a minimum of $1 million at a fee of 3% per annum.  Fixed income (bond) portfolios of at least $5 million are managed at a fee of 1% per annum.

Managed Accounts Custody:

American Portfolios Financial Services, Inc.

Securities Cleared Through:

Pershing LLC
A Subsidiary of The Bank of New York Mellon Corporation