• Reduced Legal Fees through Outsourcing
• Flat Fees (Bulk Discount Rates Available)
• Timely Filings
• Budgeting for Minimal Filing Fees

LOOKING FOR ALTERNATIVES TO REGISTRATION?

• Exemption Specialists
• Optional State Filings
  • Notification, Coordination and Qualification
  • Definite and Indefinite $ Amounts

NEED HELP WITH OFFERING MATERIAL?

• Blue Sky Memorandums
• Federal and State Legends Available
• Draft Opinion of Counsel
• Topical Outline
• Referral to Experienced Counsel

WHAT ABOUT CLIENT SERVICES?

• Individual Account Manager
• Cross Trained, Experienced Staff is Always Available
• No Processing Delays
• Monthly Newsletters
• Annual Conference
• "news flash…" for industry breaking news
• Internet Services

ADDITIONAL OUTSOURCING

• Coordinated Activity
• Automated Inter-Activity
• MUTUAL FUNDS
• INVESTMENT ADVISORS
• BROKER DEALERS
• RESEARCH & DEVELOPMENT
• PRIVATE OFFERINGS