Professionals

Check the background of this investment professional on FINRA’s BrokerCheck.

James K. Gilchrest, CMT
Managing Principal

THIRD-PARTY RELATIONSHIPS

Financial Planning

Certified Financial Planner (CFP®) Professionals are provided as needed.

Brokerage

Interactive Brokers LLC, Greenwich, CT

Capital Group, Los Angeles, CA

Financial Software

eMoney Advisor, LLC, Philadelphia, PA

Riskalyze Inc., Auburn, CA

MultiCharts, LLC, Westerville, OH

Research

Thomson Reuters, Eagan, MN (via Interactive Brokers)

Ned Davis Research, Venice, FL

Capital Group, Los Angeles, CA

Vanguard, Valley Forge, PA

Banking

Citibank, N.A., New York, NY

Legal

Howard & Howard, Chicago, IL

Wolters Kluwer, Irvine, CA

Accounting

RSM US LLP, Boston, MA