More Information About BEAMS

We have long understood the importance of portfolio monitoring to institutional investors. Our firm has provided comprehensive portfolio monitoring services to our institutional clients since passage of the PSLRA. Almost 10 years ago, we launched BEAMS®, the firm’s patented, web-based, portfolio monitoring system that is updated daily with current data. BEAMS® is available to our institutional clients via the use of a highly secure, password-protected website. Please contact us for more information about our unique service for institutional investors.

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BEAMS® is protected by U.S. Patent No. 7,146,333 B2. Disclaimer. Site by O3World.