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  • Main
  • About Us
  • Our Services
  • Client Resources
  • Contact Us

Client Resources

For existing clients who wish to see their current holdings or want access to statements and tax forms

Investia Client Portal

Market Data

Business News Network for free market data delayed by 30 min.

Kitco for free commodities market data delayed by 30 min.

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Serving our family of clients since 2004
Associated with Investia Financial Services Inc.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.
Past performance does not guarantee future performance
Insurance products distributed through IDCWIN

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