Accountants:
John M. Williamson Todd Goldman Harb, Levy & Weiland Rothstein, Kass & Company, P.C. The Landmark at 500 Ygnacio Valley Road One Market, 6th Floor Walnut Creek, CA 94596 San Francisco, CA 94105 (415) 788-6666 (415) 974-6000
Mark D. Whatley, Esq. James Grand, Esq.
Howard Rice Nemerovski Canady The Securities Law Group LLP
Falk & Rabkin 455 Market Street, 19th Floor
Three Embarcadero Center, 7th Flr. San Francisco, CA 94105
San Francisco, CA 94111-4065 (415) 644-9500
(415) 434-1600
Charles E. Hall, Esq. Mark Weakley, Esq.
162 Lincoln Street Holme Roberts & Owen LLP
Carlisle, PA 17013 1801 13th Street, Suite 300
(717) 258-0701 Boulder, CO 80302-5386
(303) 444-5955
TD Ameritrade Institutional (800) 934-6124 http://www.tdainstitutional.com/ Works with large and small advisors. Mr. Darren Day Alaris Trading Partners, LLC 2002 Jimmy Durante Blvd., Suite 410 Del Mar, CA 92014 (888) 9-Alaris Provides prime brokerage and trading services to Funds, custodies with Goldman Sachs.
ProFormWare, Inc. 285 SE 5th Avenue Delray Beach, FL 33483 (561) 330-7645 ext. 202 Easy to use with Word, no separate software packages to learn.
James A. Campbell Investment Marketing Inc. 505 Montgomery Street, Suite 1100 San Francisco, CA 94111 (415) 956-3745 Marketing materials, quarterly reports, web page design and stationery. Provides introductions to new investors and capital.
James E. Koon Securities Exam Preparation, Inc. 10222 East 19th Ave., #100 Spokane Valley, WA 99206 (800) 648-7277
Frank Duffy Price Meadows Incorporated 11747 NE First St., Suite 202 Bellevue, WA 98005 (425) 454-3770