The purpose of this page is to help you navigate through our site, and to provide you with links that may answer common questions.  For more specific information, please contact us directly.



Site Map

MAIN PAGE NAME:  CONTENTS:
HOME: Introduction  /  Google Search/Site Search  /  Link to FINRA
ABOUT US: Background, personal and firm
PHILOSOPHY: Our Philosophy, Goals and Approach to managing your investments
SERVICES & STRATEGIES: Brief information on Equity, Fixed Income, and Balanced Accounts, with links to more detailed information
QUARTERLY LETTERS Archives of my Quarterly Letters to clients, interviews, etc.
FINANCIAL LINKS: My personal financial bookmarks, organized and categorized
INTERESTING LINKS: My personal bookmarks of a non-financial nature, organized and categorized
CONTACT US Use this form, or the e-mail link found at the bottom of every page, to contact us.

 

 

Table of Contents

Account
            Opening an account
            Insurance of account by custodian/broker

Balanced Accounts
Billing
Biography of James Pappas  
Bond Accounts
      (see also: "Types of Accounts")
Bond Selection
            Recent Purchase Examples

Client Accounts
            Held at broker or bank
Confirmation of trades from broker
            see also
Contact Us   
Convertible Securities (examples of recent purchases)

Dow Jones Industrial Average
    Quarter-end index and performance posted under Quarterly Letters

Equity Accounts (see also:  "Stock Accounts")  
Equity Securities (examples of recent purchases)

Fees

Greek Heritage

Industry Association Memberships
Introduction
Interviews
Investment management agreement

Letters to Clients
Limited power of attorney (investment management agreement)
Links
            Financial links
            Non-financial links

Management Agreement
Managed Bond Accounts

News Headlines
  
Opening an Account

Philosophy

Quarterly Letters to Clients
Quote Bar:  live quotes, charts, news, etc. for individual stocks,
                     courtesy of Stocks.com

Research

Standard & Poor's 500 Index
    Quarter-end index and performance posted under Quarterly Letters
Statements
            From the broker and JPIC
            See also:
Stock Accounts
            Stock selection
            Examples of stocks owned

Types of Accounts
            Equity
            Fixed Income
            Balanced
Types of Securities
            Equities, stocks
            Fixed income, bonds
            Balanced, stocks and bonds

Who Uses Our Services

 

 

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