| 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.
Incomeinvest - Australian's
guide on bonds, fixed interest investments, convertibles and other interest
rate securities.
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.
Kit Cole Investment Advisory Services
- Achieve financial goals through a collaborative, comprehensive and education
oriented approach to investment management.
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.
Michael De Coux Financial Services -
Offers independent portfolio management strategies and services.
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.
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.
Tuffy Smith Corporation -
Provides investment consulting, asset and portfolio management and financial
planning services.
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.
Wayne Hummer Management Company - A
full service investment management service for individuals, financial
institutions, foundations, trusts, and corporations.
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. |