| Investment Advisors: |
- AAL
Capital Management Corporation
- Provides a family of investment products and brokerage
services exclusively to AAL members.
- ABN
AMRO Asset Management - Asset management operations and
products.
- Abner,
Herrman and Brock Inc. - Independent investment management
firm provides portfolio management for high net worth
individuals, endowments, and corporate retirement plans.
- Acts
Capital Management Co. - Provides asset management
services to institutional investors and corporations.
- Advisor
Partners, LLC - Partnering with financial advisors to
construct and manage highly customized domestic equity
portfolios.
- Agile
Investing - Investment advisory service using Exchange
Traded Funds.
- Alaric
Capital LLC - Asset management, hedging, investment
advisory and equity trading services.
- Alder
Capital - Irish currency fund managers using a systematic
trading approach.
- Alexander
Badr Group - Provides investment management and related
services to corporate clients, and private investors.
- Allegheny
Investments - Comprehensive financial planning and
investment management solutions.
- Alpha
Capital Management - Managing assets of individuals,
institutions, trusts, estates, endowment funds and retirement
plans.
- Alta
Capital Management - Money manager offering strict
investment disciplines.
- Alter
Asset Management, Inc. - A private, fee-based financial
services corporation offering investment management and
advisory services to high net worth individuals and
institutions.
- Alternative
Asset Management - Hedge fund manager providing investment
diversification through a technical trading system.
- Ambassador
Capital Management - Specialized in fixed income and cash
portfolio management. Providing investment advisory services
to public and private sectors.
- The
American Association of Daily Money Managers (AADMM) - A
membership organization of individuals who provide daily money
management services directly to their own clients.
- American
Portfolio Services, Inc. - Equity and fixed-income
portfolio management.
- AMG
Guaranty Trust, N.A. - Wealth management firm catering to
the investment needs of North America's wealthy families and
business executives.
- Anisfield
Investments Ltd - International financial advisory firm,
specializing in corporate finance, investor relations and
investment advisory services.
- Aotea
Jones Group Ltd. - Specialising in investing in
established businesses, start up companies and development
ventures. Focused on China-based companies. Features principal
profiles, company's history and contact details.
- Aperio
Group LLC - Manager of customized index portfolios for
taxable investors.
- Appleton
Partners, Inc - Private growth-style investment management
for investors seeking dedicated account services.
- Argent
Financial Group, Inc. - Complete investment and trust
services.
- Aronson
and Partners - Institutional investment advisor,
established in 1984. Manages domestic, value-oriented equities
across all capitalization ranges.
- A.S.A.P.
Advisor Services, Inc. - Offers investment marketing and
data distribution services for money managers, hedge fund
managers and financial advisors.
- ASC
Advisory Group, Inc. - Independent advisors to U.S. and
international fiduciaries.
- ASEAN
Focus Group - A well established player in the markets of
South East Asia. Offers a range of consulting and advisory
services to companies who wish to invest in the ASEAN region
eg joint venture, investment and trade missions.
- Ashburton
Investment Managers - Discretionary investment management.
- Ashfield
- Providing investment management services for over a quarter
century.
- Asset
Alliance Corporation - Investment management holding
company that acquires alternative asset management firms and
offers a diversified group of non-correlated, hedge fund
managers.
- Asvister
- Institutional investment services with expertise in company
financing.
- Atlantic
Capital Management, LLC - Employee-owned registered
investment advisor, in Richmond, Va.
- Atlantic
Financial - Specializes in financial planning, mutual
funds, 401(k) plans, IRAs, rollovers, stocks, bonds and
portfolio management. Features investing dictionary.
- Australia's
Queensland Investment Corporation - Australia's second
largest wholesale funds manager. With profile, products, and
performance history. Investments include cash, property
Australiana and overseas shares.
- Avalon
Capital Management - Investment management and financial
planning services for individuals and families in the San
Francisco Bay Area, USA.
- AXA
Investment Managers - Providing asset management and
investment solutions.
- Badgley,
Phelps and Bell - Investment counsel for high net-worth
individuals and institutions since 1966.
- Bailard
- Specializing in multi-asset portfolio management, real
estate and alternative investments for high net worth
individuals and institutions.
- Baillie
Gifford - Independent investment manager, managing pension
funds, investment trusts and unit trusts and ISAs.
- Baker
Ellis Asset Management LLC - Provides investment
management services to high-net-worth individuals,
institutions and non-profit organizations.
- Baker
Steel Capital Managers LLP - Specialist investment
managers in the gold, precious metal and natural resources
sectors, managing the Genus Natural Resources Fund and Genus
Dynamic Gold Fund. London, United Kingdom.
- Baker
Street Advisors, LLC - Offers private wealth management
services. Company details and research information.
- Bank
of Ireland Asset Management - Investment management arm of
the Bank of Ireland Group, with investments in global
securities for a wide range of clients.
- Banknorth
Investment Management - Provides asset management,
institutional retirement plan services, personal wealth
management, estate planning and trust services.
- Baring
Asset Management - A global investment management firm.
- Barrett
Capital Management, LLC - Independent money management
firm specializing in equity, fixed income and hedge fund
portfolios.
- B.C.
Ziegler and Company - Investment manager and provider of
institutional investment services with expertise in church and
school financing.
- Beacon
Global Advisors, Ltd. - Designs and markets specialized
global asset management investment programs.
- Beacon
Investment Management Inc. - Investment advisers,financial.
- Bedlam
Asset Management - Manages equity portfolios. Information
on funds, news and market commentary.
- Bedrock
Capital Management, Inc. - Offers fee-based aset
management, individual accounts with direct on-line access.
- Bell
Capital Management, Inc. - Services for pension plans,
profit sharing plans, financial institutions, foundations and
individuals.
- Bennett
Financial Advisors - Financial advisors who work primarily
with pre-retirees, retirees and surviving spouses.
- BFS
Investments plc - London-based Independent asset managers.
- Bill
Few Associates, Inc. - A wealth management firm
specializing in retirement planning, estate planning,
portfolio management, and IRA accounts based in Pennsylvania.
- Billam
AG - A specialist investment vehicle, with particular
interests in the convergence of digital and bio technologies.
- Billam
Plc. - Offers funding, merger and acquisition consulting
services. Features share prices and investment news.
- Boston
Asset Management - Financial consultants for professionals
who advise disabled adults and children.
- Boston
International Private Client Group - Fee based wrap
account using top money managers for private placement,
personal,corporate, charitable funds since 1983.
- BrainTrader
Investments - Provides index fund trading investment
strategies.
- Brandes
Investment Partners, L.P. - Advisor center allowing
professionals to view client's accounts on line.
- Briarcliff
Capital Corp. - Registered investment advisors and money
managers.
- British
Columbia Investment Corporation - Professional funds
management services for public bodies and publicly
administered trust funds.
- Brown
Advisory - Provides investment management, strategic
advisory and brokerage services.
- Bullhound
Funds - Discretionary asset management for technology
investments.
- Cambiar
Investors - A Colorado-based equity manager providing
relative value oriented money management.
- Campbell
Newman Asset Management - Investment management and
financial planning services to individual and institutional
clients.
- The
6800 Capital Group - Investment manager specializing in
risk control by alternative investments and strategies using
domestic and international equity, fixed income, options,
foreign currency and financial futures markets.
- Capital
Group Companies - Manages mutual funds and other
investment portfolios for investors.
- Capital
Investment Services of America, Inc. - Actively managed
fixed income and mid- to large-cap equity investment.
- Capricorn
Asset Management - Manages FX programs for banks,
institutions, investment funds and high net worth individuals.
- Cardinal
Capital - Investment management firm offering online
trading and investment services.
- Carnegie
Capital Asset Management Company - Specializing in
managing equity, balanced and fixed income portfolios for
high-net-worth individuals and institutions. Also offers
financial planning services as well as tax planning and
preparation.
- Carr
Sheppards Crosthwaite - Financial advice for private
clients, charities and pension funds.
- Cavanaugh
Capital Management - Financial advisors offer socially
responsible investing opportunities and index funds.
- Central
European Investment Consultancy MA Management, a.s. -
Offers investment banking and corporate finance services.
Staff profiles, news and contact details.
- Century
Management - Providing portfolio management and financial
planning services. Staff profiles, glossary and links to
related resources.
- Chalmers
Wealth Advisors - Specializing in consultation, investing
and managing risk, preparing for retirement and protecting
wealth.
- Charles
Fish Investments, Inc. - Manages fixed income portfolios
for high networth individuals and commercial banks.
Specializes in municipal bonds.
- Chestnut
Hill Partners - Boutique investment banking firm with
services in mergers and acquisitions to small and medium size
firms.
- Chuckhughes.com
- Financial advisory utilizing fundamental, technical and
seasonal analysis to forecast recommendations for stocks,
options and mutual funds.
- Church
House Trust - Private bankers, investment managers,and tax
and trust.
- CIC
Group - Off-shore investments, proprietary research,
market commentary through asset management, private equity,
real estate divisions in New York, Los Angeles and Kuwait.
- Circle
Peak Capital Management LLC - A private equity investment
firm that acts as a long-term management partner in minority
or control-stake investments to private companies of up to $25
million in the consumer and financial services sectors.
- Citigroup
Asset Management Europe - Offers investment management
services. Information on investment funds, market news and
description of products.
- ClearPath
Capital Partners - Private wealth management.
- Clime
Asset Management - Offers management of individual or
discrete portfolios in the Australian and International
markets for private clients.
- Close
Investments - Asset management division of Close Brothers
Group plc, London, UK
- Coast
Asset Management - Money manager in Santa Monica, Ca.
- Cofunds
Limited - The independent fundmarket dedicated to serving
the needs of financial Intermediaries.
- Cogesfonds
- Investment managers for wealthy individuals specializing in
international securities through segregated personalized
portfolios.
- Cohen
& Steers Capital Advisors, LLC - Providing investment
services and solutions, and access to capital to real estate
intensive industries including hospitality, healthcare, and
real estate investment trusts (REITs).
- Collins
and Company Strategic Asset Management - Offering
investment advisory and brokerage services.
- Condor
Capital - Located in Martinsville, New Jersey, is an
SEC-registered growth manager who employs a combination of
growth and value style investments.
- Conrad
and Ottess - Global financial services firm that provides
investment and money management services.
- Contravisory
Research & Management Corp. - Offers investment
management and research services for equity markets. Hingham,
MA, USA.
- Convergent
Capital Management, Inc. - The money management holding
company that grows by helping its affiliates grow-without
encroaching upon their independence.
- Cornerstone
Group of Companies - Provides a range of investment,
advisory and financing services as part of a global practice.
- Cove
Partners LLC - Providing corporate finance, merger and
acquisition, corporate restructuring, and strategic planning
advisory services.
- CRA
Rogers Casey - Investment consulting for institutional
investors and high net worth individuals.
- Credit
Agricole Asset Management - International fund management
company offering their expertise through a comprehensive range
of mutual funds and segregated mandates.
- Credit
Suisse Asset Management - Managed funds and superannuation
products to a range of clients.
- Cremerius
Financial Management - Robert J. Cremerius, CPA, offers
professional investment advisory services, and estate
planning. for individuals and businesses.
- Croft-Leominster
Investment Management - Combines the value style of
investing with reduced risk.
- Cutler
and Company, LLC - An independent fiduciary providing top
quality investment management to individuals, as well as
corporate partners.
- DAL
Investment Company - A registered investment advisor,
specializes in long-term portfolio management.
- Davis,
Ross, McGee and McCauley Investment Advisers, LLC - A
boutique advisory firm investing in small/mid cap financial
services companies.
- Delessert
Financial Service - Independent financial planning and
investment firm servicing the needs of high net worth
individuals.
- Deutsche
Asset Management - Global asset management service
division of Deutsche Bank, providing corporate, institutional
and personal investment services.
- Deutsche
Asset Management Australia - Investment services to
clients in Australia and New Zealand.
- Devenir
Group - Full-service broker-dealer and investment advisory
firm providing a range of corresponding services for
individuals and institutions.
- Dexter
Capital Group - Specializes in strategic block investments
in European quoted companies.
- DFL
Financial Services S.A. - Futures, options and forex
operations, asset and liquidity management. Lugano,
Switzerland.
- D.J.
St. Germain Co. - Investment management for individuals
and institutions. Background on the principals and a brochure
to download are provided.
- Dominick
& Dominick LLC - Wealth management and investment
services. Services private clients as well as institutional
investors. New York, NY, USA.
- Dominion
Partners, L.C. - Specializing in mergers and acquisitions
and capital raising.
- Dorfman
Investments - Offers money management services,
specializing in equity value investments.
- Driehaus
Capital Management, Inc. - Our specialty is domestic and
international aggressive growth investing.
- DSM
Capital Partners LLC Investment Group - Offers money and
asset management, investment advisory.
- E1
Asset Management, Inc. - Serving both institutional and
individual clients domestically and internationally. New York,
NY, USA.
- Eads
and Heald Investment Counsel - Professional portfolio
management for ERISA accounts, pension plans, profit-sharing
plans, defined benefit plans, IRA's, family limited
partnerships, trust accounts, and taxable portfolios.
- Efficient
Portfolio Advisors - Offering institutional investment
advice and pricing to individuals.
- EhrenTrend
Capital Management - Providing capital management services
in global financial markets, using proprietary quantitative
algorithms.
- ELCO
Management Company, LLC. - Offers investment solutions for
high net worth individuals and institutions. Manages two
specialized energy funds.
- Emerald
Capital - Discretionary management of stock portfolios.
- Emerald
Capital Management - Portfolio manager specializing in
quantitative analysis and Modern Portfolio Theory.
- EnTrust
Capital - Independent firm specializing in management of
equity and fixed-income assets for wealthy individuals,
families, and organizations.
- Equity
Trustees - Funds management, investment,and
superannuation.
- Evanson
Asset Management - Specializes in index and passive
investment management, and offers a unique low-cost management
fee structure with fixed annual retainer fees.
- Excalibur
Management Corporation - Manages investment assets for
high net worth individuals, families, trusts and estates.
- ExeTrust
Asset Management Co.,Ltd. - An intermediator to Japanese
money managers / fund distributors.
- Fenimore
Asset Management, Inc. - Investments for high net worth
individuals, retirement plans, trusts, endowments,
foundations, and Taft-Hartley accounts.
- Fidelity
Institutional Asset Management - Investment management
sales and client services to institutions.
- Fiduciary
Capital Management, Inc. - Provides institutional clients
with stable value investment management services.
- Fiduciary
Financial Services - Managing assets for cities,
professional associations, corporations and individuals.
- Fillmore
Capital Partners, LLC - Serving institutional investors
and high net worth individuals, principally in high yield
structured real estate investments.
- Financial
& Investment Management Advisors, Inc. - Provides
fee-based financial planning and investment management
services to individuals, retirement plans and corportations.
- Finsuper
- Provides employees of the finance and insurance industry
with low cost, high performance superannuation.
- Firstcall
India Equity Advisors Pvt. Ltd. - Offering private equity
advisory and investment banking services. Mumbai, India.
- FISN,
Inc - Investment manager specializing in securities
protected by the U.S. government.
- Flagship
Capital Management, LLC - An independent fee-only wealth
management firm specializing in contrarian and market-neutral
investment strategies and retirement planning for indiviudals,
foundations, and institutions.
- Flippin,
Bruce and Porter, Inc. - Offers equity and balanced
portfolio investment money management for institutional and
individual investors through separate accounts, mutual funds
and sub-advisory programs.
- Forum
Capital Partners LLC - Private equity firm providing
management and advisory services to our investment partners
and investors worldwide.
- Frank
Capital Partners LLC - Provides investment management
services for a mutual fund and privately managed accounts.
- Freedom
Financial Solutions - Complete financial solutions to
individual investors.
- Freestone
Capital Management - Investing, wealth management.
- The
Fry Group - Financial planning, tax planning, and executor
and trustee services for British people working overseas, or
UK residents receiving income from abroad.
- Gerstein,
Fisher & Associates, Inc. - Fee based investment
management firm located in New York. Wealth management
strategies and a full line of financial planning services.
- GF
Geneva Finance SA - An asset management company. Proposes
a variety of managed investment strategies as well as
individually tailored portfolios. Additional services like
trusts and foundations, portfolio analysis etc. are also
available.
- GFC
Capital - Stock advisory, international arbitrage to high
net-worth individuals.
- GlobalBridge
Inc. - GlobalBridge Professional Portfolio, featuring
professional money managers from the U.S.
- Gluskin
Sheff and Associates - Wealth management for high net
worth individuals.
- Godsey
and Gibb Associates Investment Counsel - Personalized
investment management for individuals, corporations and
foundations.
- Golberg
Lindsay and Co. LLC - Provides money management services.
Specializing in equity investments.
- Grecu
Capital Management, Inc. - Independent money management
firm offering service to individual and institutional clients.
- Green
Investment Management - Registered investment advisor.
- Green
Park Capital - A global private equity secondaries fund
management company purchasing illiquid assets from original
investors.
- Greenville
Capital Management - Specializes in the management of
small capitalization growth equities.
- Griffin
Capital Management - Investment products focusing on
Europe, Germany and Eastern Europe.
- Grunden
Financial Advisory, Inc. - Provides investment advice and
asset management services using the Age 100 Growth Plan.
- Guardian
Capital Inc. - Providing segregated and pooled fund
services to institutional and retail clients. Offers balanced,
equity, fixed-income, U.S., International and Global mandates.
- Guardian
Capital LP - Providing segregated and pooled fund services
to institutional and retail clients, offering balanced,
equity, fixed-income, U.S., international and Global mandates.
- Hale
Dorr Capital Management LLC - Provides investment and risk
management solutions for individuals, families and
foundations.
- Hammer
Capital Management, Inc. - SEC registered investment
advisor providing services to high net worth individuals,
pensions and profit sharing plans.
- Harold
C. Brown & Co., Inc. - Online - Investment objectives
implemented with consistency and persistence.
- Harper
Bernays - Independent investment manager specializing in
Australian equities.
- Hartford
Investment Management Company - Investment advisory
services to institutional clients including retirement plans,
insurance companies and mutual fund companies.
- Harvest
FinCo, Inc. - Offers investment advisory and fee-based
management services for equity portfolios. Description of
funds, company introduction.
- Haven
Capital Management, Inc. - Privately held, independent
investment management organization.
- Heron
Capital Management, Inc. - A registered investment advisor
providing fully managed investment services to a variety of
clients including individuals, trusts, pension funds, 401K
plans and corporations.
- Herschel
Asset Management Limited - Fund manager based in
Melbourne, Australia.
- Highmount
Capital, LLC. - An independent, multi-family office
providing strategic wealth management for wealthy individuals
and their families.
- Horizon
Investment Services - Personal money manager.
- Horowitz
and Company - Our main investment objective is to look for
uncommon values in stocks using three distinct methodologies.
- Hotchkis
and Wiley Capital Management - Investment manager
dedicated to a disciplined investment approach.
- IMEPOWER
Investment Group - Investment banking and advisory group
specializing in utilities, privatization, capital market
transactions, brokerage and project development.
- Independence
Investment LLC - Investment manager offering a full array
of equity, fixed income, and alternative strategies.
- Individual
Asset Management, Inc. - Offers portfolio management
services locally and specialized services for U.S. expatriates
and non-U.S. citizens.
- IndoKapital
Securities - Offers investment banking and financial
advisory as well as securities trading and brokerage services.
- ING
Investment Management - Provides investment management
capabilities for traditional third party businesses, managed
accounts, insurance assets, alternatives assets.
- Innovative
Investment Advisors, Inc. - Investment Advisory Firm,
driven by performance and technology to achieve superior
results.
- Integre
Advisors - Specializes in risk/reward investing for high
net worth individuals. New York, NY, USA.
- Interfund
Capital - Managing funds for individuals, corporations and
pension plans. Staff profiles and contact details.
- Investment
Analytics - Quantitative analysis and hedge fund
management for institutional investors.
- Investment
Compliance, Inc. - An independent regulatory advisory
service, audit firm and Registered Investment Advisors.
- The
Investor Advisory Group - Offers fee-based investment
management services, features web-based access, staff profiles
and company details.
- Investors
Asset Management, Inc. - Manages a broad array of
investment portfolios including personal accounts, both
taxable and tax-deferred, trusts and charitable accounts.
- Investors
RouteMap - Provides advice and predictions for global
asset allocation and market timing in foreign currency, global
bond and stock markets. SFA regulated investment adviser.
- The
Invico Group - Offers asset management services for
private and institutional investors. Also company formation,
accounting and administrative services. Switzerland.
- InView
Investment Management, LLC - An institutional money
management company. Specializing in small cap value and
small/mid cap value arenas. Chicago, Illinois, USA.
- IPEX,
Inc. - Provides investment consulting, asset allocation
analysis and performance monitoring services.
- Ivan
Gelfand - Investment manager, financial radio show host,
speaker provides investment and asset management expertise to
private clients and investment groups. Booking and contact
details.
- J.
Stephan and Company, Inc. - Institutional investment sales
and marketing.
- J.
Zechner Associates Inc. - Providing institutional and
private investment management services.
- Jacobs
& Company - Advisor of the Jacobs & Company Mutual
Fund (JACOX).
- James
Pappas Investment Counsel - Registered investment adviser.
- Jamison,
Eaton & Wood, Inc. - An independent investment
management firm offering wealth management services to
individuals, corporations, and foundations.
- Jarislowsky,
Fraser Limited - An investment counseling firm who manages
pension funds, endowments, pooled funds, corporate and private
funds for both North American and European clients.
- J.E.
Wilson Advisors, LLC - Fee-only wealth management firm
providing independent financial solutions since 1982.
- KBC
Asset Management - Investment, asset and fund management
company.
- Keane
Capital Management, Inc. - Manages private investment
partnerships for accredited investors, family wealth offices,
foundations, and the private client groups of financial
institutions.
- The
Kessler Companies - Institutional investment management
directly to high net-worth individuals and their business
interests using high quality government debt securities.
- Kirkpatrick
Pettis a Mutual of Omaha Company - A Midwest and Rocky
Mountain based investment firm.
- Knightsbridge
Advisers - Specialist investment expertise for
institutional investors around the world.
- Kopp
Investment Advisors - An emerging growth investment
manager based in Minneaplis.
- Korea
Asset Management Corporation - State-run asset management
corporation in South Korea.
- Laidlaw
Group, LLC - A capital management firm providing a growth
at the right price investment approach.
- Lang
Asset Management, Inc. - An independent money manager,
headquartered in Atlanta, specializing in short selling.
- Lasure
Management - Manages assets through many different
custodians ranging from "full-service" firms to
"no-service" firms. You choose the custodian, they
provide professional management.
- Lathrop
Investment Management Corporation - Investment counsel to
a select group of clients desiring discretionary portfolio
management.
- Lawrence
Investment Management, Inc. - Offers fee-only asset
management services for individual investors. Company's
profile and contact details.
- Lee
Overlay Partners - An investment management firm provides
currency to institutional investors.
- Legal
and General - Providing savings accounts and investment
plans.
- Legg
Mason Capital Management - Institutional investment
advisor specializing in value oriented large and small cap
separate accounts.
- Lighthouse
Capital Management - Investment advisory services for
individuals, corporations, retirement funds, trusts and
charitable institutions. Based in Houston Texas.
- Liontamer
Investment Management Pty Limited - Offers capital
protected investment program focused on international
financial markets. Features principal's profiles, news and
contact details.
- Litman-Gregory
- Investment management services.
- Lockey
Investment Group - Provides investment adviosry and money
management services.
- Lodestar
Investment Counsel, Inc. - Provides customized,
conservative value-based money management.
- Loring,
Wolcott and Coolidge Office - Offers fiduciary and
investment management services.
- LSV
Asset Management - Providing asset management for
institutional investors through the application of proprietary
models.
- Lucas
Capital Management, L.L.C. - An investment firm drawing on
three generations of experience.
- MAP
Management, LLC. - Provides investment consulting and
planning services.
- Marco
Polo Partners - Αn independent, internationally
focused, boutique investment banking firm that is
headquartered in New York City.
- Marcuard
Family Office - Financial estate and tax planning.
- Marque
Millennium Capital Management - U.S. large-cap value
equity money manager.
- Marvin
& Palmer - Investment manager founded in 1986 and
focuses exclusively on equity management.
- Matthai
Capital Management - Offers portfolio management services.
Features articles and a glossary of investment terms.
- McGibbon
Asset Management - Professional money management in the
Denver Area. Specializing in growth stocks and risk
management.
- Medford
Financial Group, Inc. - Management firm focused on
providing investment advice and services.
- Meeder
Financial Services - Custom investment solutions for
individual and institutional investors since 1974.
- Members
Capital Advisors, Inc. - Investment management company
serving credit unions and their members.
- Mercari
Financial Services (Pty) Ltd - Portfolio managers and
brokers, specializing in fixed income, money market and
offshore investments.
- Meridian
Capital Management, Inc. - Registered investment advisory
firm located in Omaha, Nebraska that provides fee-based
portfolio management.
- Meridian
Investments - A private account asset manager for
individuals and institutions.
- Merrill
Scott & Associates, Ltd. - Financial consulting firm
specializing in tax minimization, and asset management
strategies for affluent individuals.
- Millie
Capital Management - An investment management company
located in Menlo Park, California.
- Mission
Management & Trust Co. - Investment management,
domestic and global securities custody, and personal trust
services.
- Mitchell
McClure - Personal, straightforward, unbiased advice about
financial products and services.
- MLIM
Americas - Offers clients asset management services and
provides a wide range of mutual funds designed to meet
investors needs.
- Money
Concepts - A no fee independent financial services
company.
- Montanaro
Investment Managers - An independent investment company
specializing in UK and European smaller companies.
- Montgomery
Investment Management Inc. - Provides portfolio management
services.
- Moore
Wealth Inc - Offers asset allocation and retirement
planning strategies, estate planning, defined enefit and
college funding plans. Specializes in working with business
owners, executives and entrepreneurs. Frederick, MD, USA.
- MRM
Asset Allocation - Investment advisory firm, specializing
in low risk strategies for long term accumulation.
- Mundell
and Associates LLC. - Specializes in insurance and
investment products. Located in Morgantown, West Virginia,
USA.
- Muskoka
Financial Inc. - Offers personal financial planning
services in association with Iqon Financial Inc. Features
products and services offered and a brief questions and
answers section.
- Natcan
Investment Management - Complete range of investment
management services covering the global markets.
- Needelman
Asset Management, Inc. - Offers domestic balanced and
equity portfolios.
- Net2invest.com
- Switzerland-based independent firm providing money
management services and advanced online trading systems.
- New
Amsterdam Partners LLC - Offering large cap, mid cap,
concentrated and socially responsible investment strategies to
institutional investors.
- New
England Schooner - Develops innovative financial solutions
for individuals and corporations.
- New
Mexico Investment Advisors - Carol Jones - Cash
management, annuities, IRA accounts, qualified retirement
plans, financial planning.
- Newton
Fund Managers Ltd - Thematic fund managers. Services to
institutions and intermediaries. Product and contact detail.
- NMF
Asset Management - Woman owned investment management firm
specializing in small cap, multi cap, and socially responsible
investments for institutional portfolios and high net worth
individuals.
- N.M.T.
Group - Trust and management services.
- North
American Management Corporation - Full-service investment
advisory firm serving individuals and families with assets of
over $5 million.
- North
Capital, LLC - Portfolio manager for individuals,
families, endowments, retirement plans and other institutional
investors.
- NorthShore
Advisors, LLC - A woman-owned institutional fixed-income
money manager located in Minneapolis, MN, USA.
- NorthStar
Asset Management - Specializes in the individual
management of portfolios for private clients, foundations,
corporations and institutions.
- NWQ
Investment Management - Manages assets for corporate and
multi employer plans, public entities, endowments, foundations
and high net-worth individuals.
- Okada
Group LLC - Designs and manages investment portfolios.
- Old
Mutual plc - International asset management firm.
- Parsons
Capital Management - Provides investment advisory and
financial consulting services for individuals, families,
trusts, institutions and foundations.
- Pearson
Capital, Inc. - Helps individuals select the best
investment vehicles for their particular needs.
- Penad
Pension Services Limited - Third-party pension
administration services and software for both defined benefit
and defined contribution pension plans.
- Pendragon
Capital Management - Asset management firm offers multiple
services to organizational and private investors.
- Perpetual
Investments - Investment specialists and funds management
company.
- Peters
MacGregor Funds Management - Managed share portfolios for
private investors.
- Philadelphia
International Advisors, LP - Offers international
investment management services. Specializes in equities and
ADRs.
- Philadelphia
Trust Company - Money manager for individual and
institutional investors.
- Philippe
Group - Global investment management firm registered with
the SEC since 1982.
- Piedra
Capital, Ltd. - Mid-cap growth manager managing assets for
affulent individuals, trusts, and public funds since 1993.
- Pillar
Capital Advisors - Manages a broad range of accounts,
including retirement, foundation, individual and corporate
portfolios.
- Pinnacle
Investments of America, Inc. - A MA registered hedge find
for accredited investors.
- Pitcairn
Trust Company - Serves as a financial adviser and
management firm and provides a wide range of financial
services.
- Polaris
Capital Management, Inc. - Provides equity management
services. The firm manages the Polaris Global Value Fund and
the Quant Foreign Value Fund.
- Potomac
Fund Management - Risk managed mutual fund investment
services since 1987.
- Priske,
Robert - Fee-based investment advisor, offering CFP
financial planning, CPA tax advice and pension and IRA
rollover investment management.
- Private
Financial Services Ltd. - Full range of financial services
to the Middle East through its offices in Beirut. Features
information on investment funds.
- Profisys,
LLC - Independent, fee-only investment advisory firm that
manages assets for individuals and small to medium sized
businesses.
- Provident
Investment Counsel - Located in Pasadena since 1951, a
growth style money manager.
- Q
Investments Ltd. - A portfolio management company using
proprietary investment models.
- QA3
Financial Corp. - Independent broker supporting a
collaborative network of financial advisors, EPAs, and CPAs.
- R
.C .Brown Investment Management plc - Institutional
investment management company based in Bristol.
- Real
Options and Portfolio Management - Valuation and portfolio
management services for pharmaceuticals, high technology,
energy and financial services industries.
- Redi
Investments, LLC - Specialize in managing the
discretionary accounts of high net worth individuals and
institutions.
- Regal
Capital Planners - Full service financial planners serving
the Ontario area.
- Rhoads
Lucca Capital Management - Fee-only independent money
management firm providing turnkey investment management for
individuals.
- Rice
Sangalis Toole and Wilson - Founded in 1989, is a
privately held firm investing subordinated debt and equity
capital.
- Richmond
Asset Management - Provides a discretionary financial
management service for investors with substantial portfolios
of personal assets.
- Rittenhouse
- Provides investment management and related financial
services.
- Rivergum
Investors - Specialists in improving the investment
process, enabling organizations to align their investment
philosophy with existing corporate values.
- Rivoli
Fund Management - An alternative investment firm offering
an absolute return approach and a risk-averse stance to
institutional and private investors.
- RMB
Asset Management - Offers retail investment services, unit
trusts, structured products and offshore investments.
- Roger
Engemann and Associates, Inc. - A money manager who
invests primarily in the common stocks of high-quality
companies.
- Rosseau
Asset Management - Specializes in alternative long term
investment strategies.
- Rowles
Financial Planning - Unbiased financial advice and
solutions.
- Roxbury
Capital Management, Inc. - Combines growth stock investing
with value disciplines.
- Royal
Asset Management Group, Inc - A fee based registered
investment advisor located in Atlanta, Georgia.
- Sabrecorp
Limited - Providing advice to institutional and
professional investors regarding alternative investments.
- Sadoff
Investment Management LLC - Manage investments and
retirement plans. Describes investment strategy, client
benefits. Features monthly newsletter and contact details.
- Safian
Investment Research Inc. - Manages investment accounts
utilizing sector rotation.
- Sage
Financial Group - Offers fee-based financial planning and
investment management services.
- Sanco
Services Managed Asset Allocation - An investment manager
specializing in portfolio asset allocation. Diversification,
Quality and Income are key concepts. Manager actively trades
positions in well established, profitable NYSE companies.
- Sanderson
& Stocker, Inc. - Independently owned investment
management firm serving institutions and private clients.
- Sanford
C. Bernstein and Co., Inc. - Manages portfolios and
provides investment research.
- Schnieders
Capital Management, LLC - Provides wealth management for
individuals, families and corporations.
- Schroder
Investment Management Limited - An international asset
management group.
- Scottish
Widows Investment Partnership - Pooled and segregated
funds, with a choice of balanced and specialist management.
- See
Financial - Offers UK-based investment advisory.
- Seilern
Investment Management Ltd. - Portfolio management services
for high net worth individuals, family trusts and
institutions.
- Select
Financial Group, LLC - Offers asset management and
insurance services. Features guides, research and contact
details.
- Sensible
Investment Strategies - A fee-only registered investment
adviser, specializes in customized asset allocation.
- SG
Asset Management - International fund managers active on
all financial markets.
- Shaker
Investments - Equity portfolios representing small and
mid-cap companies whose attributes favor exceptional,
long-term investment performance.
- Shores
Investment and Retirement Services, Inc. - Offers
investment management for individuals, businesses and
foundations, specializing in managing risk. Austin, TX, USA.
- Sierra
Capital Planning - Offers fee-based advisory services and
private hedge fund.
- Signature
Estate and Investments Advisors, Inc. - Fee based
registered investment advisory firm offering financial
planning and investment management services for affluent
individuals and corporations.
- Signia
Capital Management - Managing investments for individual
investors and institutions.
- SJAM
Iassist - Investment management company incorporated in
Malaysia, offering discretionary and advisory portfolio
management services in the Asia Pacific region since 1992.
- Slayton
Lewis, Inc. - Offers financial planning and investment
services.
- Smith
Capital Management - Wealth advisory firm specializing in
assisting individuals, foundations, and corporate
institutions.
- Smith,
Collins & Associates - Comprehensive investment
management and financial consulting firm specializing in
tailored advice to individuals and businesses.
- Southern
Capital Services - Managed risk investing.
- Southfield
Investment Advisors - Growth style investment management
services for individuals, IRA's, trusts, defined benefit plans
and profit-sharing plans.
- Sovereign
Financial Services -
Private equity management and consulting services for
institutional clients as well as co-mingled private equity
funds.
- Sovereign
Offshore Limited - International financial advisers.
- SPARX
Asset Management Co., Ltd. - Features investment
strategies, offers fundamental research based on direct
company visits.
- Spin-Off
Advisors, L.L.C. - Investment research boutique,
registered investment advisor and hedge fund manager.
- Springer
Investment Management - Providing Independent Investment
Advice Since 1987.
- Standish
Mellon Asset Management Company LLC - Specializing in
fixed income and international products.
- Stepp
& Rothwell, Inc. - Offers fee-only advice and
assistance on estate, tax and education planning, cash flow
and risk management, and wealth accumulation and preservation.
Kansas, USA.
- Stonebridge
Capital Management Incorporated - A professional
investment firm dedicated to serving the special requirements
of affluent individuals and institutions.
- Storkey
& Co Limited - Offers international management
consultancy services. Specializing in sovereign debt, cash and
risk management for central and local governments.
- Strategic
Capital Management, Inc. - Professional investment counsel
and portfolio management.
- Strategicf
Investment Group - Provides investments services for
pension funds, foundations, endowments, and high net worth
individuals.
- Stratford
Advisory Group, Inc. - An independent full-service
investment consulting firm providing fee-based investment
consulting services. Links to resources and contact details.
- Summit
Global Management Inc. - Firm focusing on water industry
stocks and hard asset based companies.
- Tag
Associates, Ltd - Investment advisors.
- Talisker
Investment Group, LLC - Delivers personalized asset
management solutions for individual investors, trusts, and
organizations. Boise, ID, USA.
- Tamir
Fishman and Co. - Israel's full-service investment banking
and securities firm.
- Terry
Balding and Associates - This site will give you essential
information for getting on the right track to money
management.
- Thomas
Murray Investor Services - Services for institutional
investors to evaluate and select custodians, and understand
risk exposures in markets and CSDs.
- Tower
Asset Management - Wholesale investment funds manager in
the Australian market.
- Triton
Partners LLC. - An independent investment firm
specializing in the management of fixed income securities in
structured investment vehicles.
- True
Capital Management - Private investment services, located
in Portland, Ore.
- Tsai
Capital Corporation - Offering equity portfolio
management.
- Tweedy,
Browne Company LLC - Private investment company with 80
years experience.
- Twinlights
Financial Group - Portfolio management, rollover and
retirement planning.
- Ühispank
Asset Management -
Online site of the Ühispank Asset Management. Site is
trilingual, English included.
- Uhlmann
Price Securities, LLC - Asset and portfolio management,
alternative investments, trading and branch management.
- Valentine
Ventures, LLC - Investment manager of individuals' assets.
- Van
Strum & Towne, Inc. - Wealth management and investment
counsel services.
- Vanguard
Investments - Provides investment management solutions to
individual and institutional investors in Australia.
- Vaughn
Woods Investment Management - A fee-based investment
manager, working with the support of Spelman and Co. Site
includes information for investors, news, and financial links.
- Veer
Equity - Specialized Indian equity counseling and
portfolio advisor.
- Verica
Trust & Capital Management AG - Swiss-based asset
management firm specialised in private portfolio management
and technical trading systems.
- Vintage
Capital Advisors, LLC - Providing fee-based portfolio
management services, customized for institutional and
individual clients.
- VMF
Capital - A registered investment advisor who provides
portfolio management services to high net worth individuals,
retirement plans, corporations, foundations and endowments.
- Voyageur
Asset Management LLC - Provides investment management for
high net worth individuals and institutional investors. They
specialize in tax exempt and tax sensitive cash management.
- W
T Fry - Financial planning, executor and trustee services.
- Washington
Securities Corporation - DC area investment corporation.
- Webb
And Associates - Serving Arkansas needs for insurance,
mutual fund, and annuities.
- Weiss
Money Management Inc - Investment company for money and
financial management with asset advisory.
- Westwood
Holdings Group - Offering investment management and trust
services to institutions and individuals.
- Wilcox
Investment, Inc. - Offers portfolio supervision and
customized risk management.
- Wildfire
Management Incorporated - International investments and
financial management.
- Williams
Financial Group - Williams financial group provides
financial advice and services to individuals, corporations and
municipalities.
- Williams,
Smith, & Thomas Asset Management - Founded in 1990,
with $940 million under management.
- Wilson
HTM Ltd. - Offering fund management services for
Australian equities. Features products and performance
statistic, market commentary.
- Windsor
Financial Advisors - Provides objective financial services
to mutual fund and annuity investors.
- WrapManager,
Inc. - Offering specialized consulting in asset allocation
and management, portfolio management and hedge fund.
- YMG
Capital Management Inc. - Originally founded in 1983, is a
full service investment counsel firm.
- Zesiger
Capital Group LLC - Investing in asset classes including
private investments.
- Ziegler
Asset Management - Provides investment advisory, portfolio
consulting, asset management.
- Zone
Alliance - Specializes in investment banking, wealth and
fund management. Features market reports and news.
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