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Type of Link						Method of Contact
Investment	Online Trade	Resource	Information	State	National	Directory	E-Mail	Form	Phone

- A -
Abbot Financial Management - North Andover "We take the responsibility of managing your money seriously."
Adams, Harkness & Hill, Inc. - Boston Investment Banking and Management
AEW Capital Management, L.P. - Boston A Commercial Real Estate Investment Advisory Firm
Allcity Finance - Saugus Investment and Loan Programs	Amherst Financial Services "Complete Financial Planning Services Since 1969"
Annuity Advisor Online - Quincy "Personal Investment Advice Through Technology"	Atlantic Financial - Westboro "The First Online Full-Service Investment Firm"
Atlantic Trust Pell Rudman - Boston "Comprehensive, Integrated Wealth Management Services to High-Net-Worth Individuals and Families"
Axios Advisors, LLC - Framingham "Maximizing After-Tax Returns Through Independent Research"

- B -
David L. Babson & Co. - Cambridge/Springfield Personal and Institutional Investing & Financial Planning
Batterymarch Financial Management, Inc. - Boston Global Investment Management
Baystate Financial Services - Boston "One of New England's Oldest and Largest Financial Firms"
Bear Stearns - Boston Investment Banking & Securities Brokerage	BG Affiliates, LLC - Boston Private Equity Investment Firm
Bingham Legg Advisers LLC - Boston "Private Wealth Management"
Boston Capital Corporation - Lincoln Distributor of the Quantitative Group of Funds
Boston EquiServe, LP - Canton Stock Transfer Agent	Reserved For Future Use
Boston Financial Data Services - Quincy High-Quality, Cost-Effective Shareholder Services
Boston Stock Exchange National Equities Exchange	Brae Head, Inc. - Springfield Business and Personal Portfolio Management
Brown & Company - Boston "A Discount Broker for Qualified Clients"	Reserved For Future Use

- C -

Charles Schwab - Massachusetts Offices in Boston, Braintree, Burlington, Chestnut Hill, Hyannis, Lexington, Springfield and Worcester

Commonwealth Financial Group - Boston Financial Services for Individuals, Businesses and Their Employees

Commonwealth Financial Network - Waltham "The Premier Network of Independent Financial Advisors"

Compass Capital Corporation - Newton Personal Financial Management and Asset Allocation Portfolio Management

COMPASS Investment Advisors, LLC - Salem "An Independent and Objective Financial Advisory Firm"

Cornerstone Financial Group - Burlington A Variety of Financial Products and Services

- D -
Deal Force™ - Cambridge "The Investment Banking Network"	Reserved For Future Use
Donaldson, Lufkin & Jenrette, Inc. - Boston Investment Banking & Management Services - Online Trading Using DLJdirect

- E -
Eaton Vance Distributors, Inc. - Boston Mutual Funds
eCapitalist Financial Services, L.P. - Cambridge "Your Online Broker for the 21st Century"
Edward Jones - Massachusetts "Focus on High-Quality, Low-Risk Investments"	E*Trade - Braintree "Customers in All 50 States and 119 Countries"

- F -
Fechtor, Detwiler & Co., Inc. - Boston Full-Service Investment Banking and Brokerage
Fidelity Investments - Boston Individual and Corporate Investing	Fiduciary Trust Company - Boston "Investment Managers and Trustees Since 1885"
Financial Planning Advocates - Braintree Financial Planners, Pension Distribution Specialists and Investment Advisers
First Financial Trust, N.A. - Newton/Leominster "Investment Management, Trust and Estate Settlement Services, Financial Planning"

- G -

Garrison Asset Management Company - Chatham Investment Analysis, Portfolio Design and Performance Evaluation

Goldman Sachs - Boston Global Investment Banking and Securities

Grantham, Mayo, VanOtterloo & Co, LLC - Boston Investment Management and Advice to Institutional Clients

- H -
John Hancock Financial Services, Inc. - Boston Mutual Funds & Life Insurance
Heritage Advisors - Boston Financial Planning and Investment Advice	Reserved For Future Use
Dr. Alan N. Hoffman Investment Management - Wellesley Individual Investor Stock Portfolio Management
Hub Data, Inc. - Cambridge "Your Single Source for Financial Information!"	Reserved For Future Use

- K -
Kinder, Lydenberg, Domini & Co. - Boston Social Investment Support Services for Institutional Investors
Krupp Funds Group - Boston Mutual Fund Managers	Reserved For Future Use

- L -
Liberty Asset Management Company - Boston Liberty All-Star Multi-Managed Funds
Liberty Financial Companies, Inc. - Boston Asset Accumulation and Management
LPL Financial Services - Boston Unbiased Investing, Insurance and Planning Advice	LPL Financial Services - Danvers Unbiased Investing, Insurance and Planning Advice

- M -
Massachusetts Securities Division State Investor Protection Agency
MassMutual, The Blue Chip Company - Springfield Insurance, Money Management and Asset Accumulation Products for Individuals and Business
MDT Advisers, Inc. - Cambridge Registered Investment Advisers	Reserved For Future Use
MergerNetwork.com™ - Cambridge "The Premiere Website for Mid-Market Mergers and Acquisitions"
Metapoint Partners - Peabody A Private Investment Group That Acquires and Grows Small to Medium-Sized Manufacturing Companies
MFS Investment Management® - Boston "We invented the mutual fund®"
Morgan Stanley Dean Witter Offices in Boston, Danvers, Hingham, Hyannis, Springfield, Wellesley, Westborough and Worcester

- N -
NationsBanc Montgomery Securities LLC - Boston Now Banc of America Securities - New York
Needham & Company - Boston Investment Banking & Institutional Brokerage	Reserved For Future Use
New England Pension Consultants - Cambridge "Building Superior Investment Programs for Investors Nationwide"
Normandie Capital Management LLC - Boston Manages Large Cap Core U.S. Equity Portfolios for Individuals and Institutions
North American Management Corp. - Boston Investment Management for High Net Worth Individuals and Institutions
Numeric Investors LP - Cambridge Quantitative Management of Equity Portfolios	Reserved For Future Use

- P -
PanAgora Asset Management - Boston "Dynamic Investment Strategies for Complex Markets"
Peak Financial Management, Inc. - Wellesley Personal Financial Consultants & Money Managers
Pioneer Mutual Funds - Boston Professional Money Management	Reserved For Future Use
Principle Profits Asset Management, Inc. - Amherst Individual and Institutional Portfolio Management Services
Prudential Securities Incorporated Offices in Boston, Burlington, Hyannis, Peabody, Springfield and Wellesley
Pulsifer & Associates - Ipswich Investment Advisors and Trustees	Putnam Investments - Boston Investment Management Company

- Q -

Quantitative Group of Funds - Lincoln Boston Capital Corporation, Distributor

- R -

Retirement Plan Strategies, Inc. - Braintree Provider of the Retirement Trust Funds Program

Retirement Trust Funds - Braintree 401(k) Retirement Plan for Smaller Employers

- S -
Scottsdale Securities, Inc. - Burlington Online Trading Using ScoTTrade®
Seaward Management Corporation - Boston "Investment Counseling and Management"
Selected Funds - Boston Mutual Fund Managers	Reserved For Future Use
D.J. St. Germain Company, Inc. - Springfield "Investment Management Services Since 1924"
State Street Corporation - Boston Institutional Investment	Reserved For Future Use
State Street Global Advisors (SSgA) - Boston Portfolio Management for Institutional and Individual Investors
Stuart A. Steinberg & Associates - Swampscott Investment and Tax Services

- T -

Thomson Financial Services - Boston Financial Information and Related Delivery Services

TIAA-CREF Mutual Funds - Boston Personal and Institutional Investing & Financial Planning

Triad Investment Advisors - Hingham "Proven Strategies for Building Wealth"

TSG Equity Partners LLC - Stow Private Equity Investments

- U -

United Asset Management Corporation - Boston Investment Management Services For Institutions, Mutual Funds and High-Net-Worth Investors

United States Trust Company of Boston Investment Management and Fiduciary Services

- W -
H.C. Wainwright & Co. - Boston "High-Quality Financial Advisory Services"
TD Waterhouse Investor Services, Inc. Offices in Boston, Back Bay and Chestnut Hill
Wellington Management Company - Boston Independent Investment Management Firm
Winchester Capital Management Company, Inc. - Boston Institutional and Individual Investment Management
Womoney - Belmont Financial Planning for Women and Families	Reserved For Future Use

Online Trading
Ameritrade Internet, Touch-Tone or Broker-Assisted Trading	Datek Online Extended Hours Trading
Discover Direct A Morgan Stanley Dean Witter Company	DLJdirect A Donaldson, Lufkin & Jenrette Company
E*Trade - Braintree "Customers in All 50 States and 119 Countries"	eCapitalist - Cambridge "Your Online Broker for the 21st Century"
Fidelity Investments - Boston Online Trading at Their Main Site	Reserved For Future Use
Quick & Reilly® Two Individually Tailored Online Services	Charles Schwab "Investing Made Easy"
ScoTTrade® "Online Trading With A Personal Touch™"	SureTrade "The Smart Tool For Samrt Investors"
TD Waterhouse Investor Services 24-hour Customer Service and Technical Support

Investment Resources
Massachusetts Development Finance Agency (MassDevelopment) - Boston State Investment Bank and Real Estate Development Agency
Pension Reserves Investment Management Board Supervises the Massachusetts State Teachers' and Employees' Retirement Systems Investment Fund
U.S. Securities and Exchange Commission "We Are the Investor's Advocate"
American Stock Exchange National Equities Exchange	Banx Quote® Banking, Mortgage and Investment Quotes
Nasdaq Stock Market National Equities Exchange	New York Stock Exchange National Equities Exchange
Quote.com Stock Quote and Research Services	The Wall Street Journal National Business & Investment News
Dow Jones Industrial Average Nationally Recognized Market Index	Standard & Poor's S&P500 Nationally Recognized Market Index

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Last Update: July 27, 2003