| 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.
ALEA Capital - Supplies
strategic finance, management consulting and direct equity investments
for the emerging market companies in the US and Romania.
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.
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.
A.R. Schmeidler & Co.,
Inc. - Specializing in managing equity, balanced and fixed
income portfolios for high-net-worth individuals and institutions.
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, Biehl & Kaiser
- 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 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.
The Beacon Group Capital
Services - A private investor, strategic advisor and wealth
counselor to businesses, institutions and families.
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.
Bidwell Institutional
Services - Offers discount custody, clearing and brokerage
services for investment advisors and financial planners.
Bill Few Associates, Inc.
- A wealth management firm specializing in retirement planning,
estate planning, portfolio management, and IRA accounts based
in Pennsylvania.
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.
Canadian General
Capital Ltd. - Provides patient investment capital, strategic
advice, and tactical assistance to facilitate corporate change.
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.
Capital Management Group Holding
Co., LLC - Focused exclusively on managing hedge funds for
wealthy individuals and families.
Capricorn Asset Management
(SCHWEIZ) AG - Derivatives asset management solutions to both
private and institutional investors around the world, FX, CFD's,
realtime charting, free downloads of online routing systems.
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 Nacional du Luxumbourg
- Offers asset and cash management services. Features include
online banking through major banks, onscreen display of all managed
positions.
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.
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.
Eastgate Capital Partners,
Inc. - Provides services in acquisitions, corporate finance,
privatization, divestment, private equity placements, and specialised
project finance. Philippines.
Elan Asset Management -
Global investment using funds of funds and alternative investments.
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.
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.
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.
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.
Golden Gate Financial Group
- Mutual fund market timing to high net worth clients.
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.
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.
Investment Counselors
Incorporated - An independent money management firm who offers
large cap equity, small cap equity, balanced, and intermediate
fixed income portfolio management.
Investment Warehouse
- Specializes in financial and investment advice, discount unit
trusts and offshore servicess.
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.
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.
John W Henry and Company Inc.
- Manages futures-based portfolios.
JP Morgan
UK - Institutional investment information from J.P. Morgan
UK.
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
- 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.
Octavius Capital Management,
LLC - An independent investment management boutique.
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.
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.
Raven Investment Management
Ltd. - B.V.I / Canada - Asset management company.
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 and Sun Alliance
Eurolife - Offers a range of investment products. Clients
can select from manages funds or construct a custom portfolio.
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.
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.
Sovereign Wealth Management,
Inc. - Fee-only wealth management firm specializing in providing
advisory services to women in transition to financial independence
due to divorce or the death of their spouse.
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.
Teraxis - Network
of experts will identify and create a solution for meeting your
individual investment needs.
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.
The Trust Company of Louisiana
- Complete investment and trust services.
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.
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.
Whistler Managers,
Ltd. - Portfolio management services and tax efficient investing
strategies.
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 Asset Management
- Fee-only certified financial planner with a long term approach.
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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