Software
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A.S.A.P. Advisor Services, Inc.
Offers investment marketing and data distribution services for money managers, hedge fund managers and financial advisors.
AAL Capital Management Corporation
Provides a family of investment products and brokerage services exclusively to AAL members.
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.
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.
Appleton Partners, Inc
Private growth-style investment management for investors seeking dedicated account services.
Aronson and Partners
Institutional investment advisor, established in 1984. Manages domestic, value-oriented equities across all capitalization ranges.
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.
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.
B.C. Ziegler and Company
Investment manager and provider of institutional investment services with expertise in church and school financing.
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.
Barrett Capital Management, LLC
Independent money management firm specializing in equity, fixed income and hedge fund portfolios.
Beacon Global Advisors, Ltd.
Designs and markets specialized global asset management investment programs.
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.
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.
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.
Canadian General Capital Ltd.
Provides patient investment capital, strategic advice, and tactical assistance to facilitate corporate change.
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.
Capital Management Group Holding Co., LLC
Focused exclusively on managing hedge funds for wealthy individuals and families.
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 Managem
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.
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
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.
D.J. St. Germain Co.
Investment management for individuals and institutions. Background on the principals and a brochure to download are provided.
DAL Investment Company
A registered investment advisor, specializes in long-term portfolio management.
Davis, Ross, McGee and McCauley Investment Adviser
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.
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 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.
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, In
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.
Furlong Investment Management
Provides asset and portfolio management. Serving both institutional and private investors. Zug, Switzerland.
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 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.
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.
Investment Counselors Incorporated
An independent money management firm who offers large cap equity, small cap equity, balanced, and intermediate fixed income portfolio management.
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.
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. Zechner Associates Inc.
Providing institutional and private investment management services.
J.E. Wilson Advisors, LLC
Fee-only wealth management firm providing independent financial solutions since 1982.
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.
JP Morgan UK
Institutional investment information from J.P. Morgan UK.
Keane Capital Management, Inc.
Manages private investment partnerships for accredited investors, family wealth offices, foundations, and the private client groups of financial institutions.
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.
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.
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.
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.
Montanaro Investment Managers
An independent investment company specializing in UK and European smaller companies.
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
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.
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.
Octavius Capital Management, LLC
An independent investment management boutique.
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.
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.
Saladin Investment Services
Capital enhancement, real estate funding, acquisitions, mergers and hypothecation of assets.
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.
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.
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.
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.
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.
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.
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.
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.
The Beacon Group Capital Services
A private investor, strategic advisor and wealth counselor to businesses, institutions and families.
The Fry Group
Financial planning, tax planning, and executor and trustee services for British people working overseas, or UK residents receiving income from abroad.
The Investor Advisory Group
Offers fee-based investment management services, features web-based access, staff profiles and company details.
The Invico Group
Offers asset management services for private and institutional investors. Also company formation, accounting and administrative services. Switzerland.
The Kessler Companies
Institutional investment management directly to high net-worth individuals and their business interests using high quality government debt securities.
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.
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.
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.
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.
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.