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January 1, 2007

Why We Use Fidelity

Describing the strengths and synergies we've developed in using the trading platforms and the institutional services of Fidelity Investments

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November 1, 2004

The Wall Street Transcript

Chas P Smith's interview for series on Market Leaders for Long Term Investors

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December 7, 2000

Lakeland Ledger feature article

The firm's background in Certified Public Accounting providing the foundation for financial strategies in professional asset management is featured in Lakeland Ledger, owned by the New York Times

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January 1, 1999

Fidelity Investments IBG Interview

Fidelity Investments Instituional Brokerage Group interviewed Chas P Smith to discuss the firm's investment approach

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January 1, 1997

Fidelity Investments IBG Feature Advertisement

Chas P Smith & CPAlliance featured in Fidelity's Institutional Brokerage Group's Registered Investment Advisors publication

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