News and Announcements – Archive

We are thrilled to announce the Bethany & Cedar Mill Living magazine feature. Our founder and principal investment advisor is getting featured as the local financial expert in the Bethany & Cedar Mill Living magazine. A social magazine for residents of Bethany & Cedar Mill neighborhoods located in Portland, OR. We have been Cedar Mill residents for thirteen years, so we are truly inspired to be further engaged in our local community. We will also be sponsoring a monthly Financial Fitness article and ask the expert Q&A.

We are thrilled to announce that after roughly 18 months of development, our Trading-Tools Real Tick API engine is live and performing as expected. We now can build granular and highly customized market scans, automated trading systems and rules, and place, manage, and allocate orders into various portfolios.

We are happy to announce that we have expanded our custodial network to include Wedbush Securities Institutional. As a clearing leader for over 40 years, Wedbush Securities Advanced Clearing Services specializes in providing custom tailored clearing and custody and full-service solutions.