Industry Professionals



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

Maurice Berkower
Acquavella, Chiarelli, Shuster, 
  Berkower & Co., LLP
517 Route 1 - Suite 1002
Iselin, NJ  08830
(732) 855-9600


Attorneys:
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                      

Mark Weakley, Esq.
Holme Roberts & Owen LLP
1801 13th Street, Suite 300
Boulder, CO  80302-5386
(303) 444-5955

Brokers:
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.

Form ADV Software:
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.

Marketing:
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.

Study Materials:
James E. Koon
Securities Exam Preparation, Inc.
10222 East 19th Ave., #100
Spokane Valley, WA  99206
(800) 648-7277

Third-Party Fund Administrators:
Frank Duffy
ALPS Price Meadows
11747 NE First St., Suite 202
Bellevue, WA 98005
(425) 454-3770