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- Abner, Herrman and Brock Inc. - - Independent investment management firm provides portfolio management for high net worth individuals, endowments, and corporate retirement plans.
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- Advisor Partners, LLC - - Partnering with financial advisors to construct and manage highly customized domestic equity portfolios.
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- Agile Investing - - Investment advisory service using Exchange Traded Funds.
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- Alaric Capital LLC - - Asset management, hedging, investment advisory and equity trading services.
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- Alder Capital - - Irish currency fund managers using a systematic trading approach.
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- Alexander Badr Group - - Provides investment management and related services to corporate clients, and private investors.
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- Alpha Capital Management - - Managing assets of individuals, institutions, trusts, estates, endowment funds and retirement plans.
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- Alter Asset Management, Inc. - - A private, fee-based financial services corporation offering investment management and advisory services to high net worth individuals and institutions.
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- Ambassador Capital Management - - Specialized in fixed income and cash portfolio management. Providing investment advisory services to public and private sectors.
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- Anisfield Investments Ltd - - International financial advisory firm, specializing in corporate finance, investor relations and investment advisory services.
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- 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.
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- Aperio Group LLC - - Manager of customized index portfolios for taxable investors.
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- Appleton Partners, Inc - - Private growth-style investment management for investors seeking dedicated account services.
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- Aronson and Partners - - Institutional investment advisor, established in 1984. Manages domestic, value-oriented equities across all capitalization ranges.
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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.
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- 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.
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- Ashfield - - Providing investment management services for over a quarter century.
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- Asset Alliance Corporation - - Investment management holding company that acquires alternative asset management firms and offers a diversified group of non-correlated, hedge fund managers.
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- Asvister - - Institutional investment services with expertise in company financing.
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- Atlantic Financial - - Specializes in financial planning, mutual funds, 401(k) plans, IRAs, rollovers, stocks, bonds and portfolio management. Features investing dictionary.
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- Avalon Capital Management - - Investment management and financial planning services for individuals and families in the San Francisco Bay Area, USA.
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- Bailard - - Specializing in multi-asset portfolio management, real estate and alternative investments for high net worth individuals and institutions.
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- Baillie Gifford - - Independent investment manager, managing pension funds, investment trusts and unit trusts and ISAs.
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- 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.
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- Banknorth Investment Management - - Provides asset management, institutional retirement plan services, personal wealth management, estate planning and trust services.
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- B.C. Ziegler and Company - - Investment manager and provider of institutional investment services with expertise in church and school financing.
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- Bill Few Associates, Inc. - - A wealth management firm specializing in retirement planning, estate planning, portfolio management, and IRA accounts based in Pennsylvania.
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- Billam AG - - A specialist investment vehicle, with particular interests in the convergence of digital and bio technologies.
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- Billam Plc. - - Offers funding, merger and acquisition consulting services. Features share prices and investment news.
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- Brown Advisory - - Provides investment management, strategic advisory and brokerage services.
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- Bullhound Funds - - Discretionary asset management for technology investments.
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- Cambiar Investors - - A Colorado-based equity manager providing relative value oriented money management.
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- 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.
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- Cardinal Capital - - Investment management firm offering online trading and investment services.
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- 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.
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- Century Management - - Providing portfolio management and financial planning services. Staff profiles, glossary and links to related resources.
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- Chalmers Wealth Advisors - - Specializing in consultation, investing and managing risk, preparing for retirement and protecting wealth.
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- Charles Fish Investments, Inc. - - Manages fixed income portfolios for high networth individuals and commercial banks. Specializes in municipal bonds.
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- Chestnut Hill Partners - - Boutique investment banking firm with services in mergers and acquisitions to small and medium size firms.
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- Chuckhughes.com - - Financial advisory utilizing fundamental, technical and seasonal analysis to forecast recommendations for stocks, options and mutual funds.
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- CIC Group - - Off-shore investments, proprietary research, market commentary through asset management, private equity, real estate divisions in New York, Los Angeles and Kuwait.
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- 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.
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- Clime Asset Management - - Offers management of individual or discrete portfolios in the Australian and International markets for private clients.
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- Close Investments - - Asset management division of Close Brothers Group plc, London, U.
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- Cofunds Limited - - The independent fundmarket dedicated to serving the needs of financial Intermediaries.
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- Cogesfonds - - Investment managers for wealthy individuals specializing in international securities through segregated personalized portfolios.
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- 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).
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- Condor Capital - - Located in Martinsville, New Jersey, is an SEC-registered growth manager who employs a combination of growth and value style investments.
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- Conrad and Ottess - - Global financial services firm that provides investment and money management services.
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- Cove Partners LLC - - Providing corporate finance, merger and acquisition, corporate restructuring, and strategic planning advisory services.
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- CRA Rogers Casey - - Investment consulting for institutional investors and high net worth individuals.
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- Credit Agricole Asset Management - - International fund management company offering their expertise through a comprehensive range of mutual funds and segregated mandates.
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- Cremerius Financial Management - - Robert J. Cremerius, CPA, offers professional investment advisory services, and estate planning. for individuals and businesses.
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- Cutler and Company, LLC - - An independent fiduciary providing top quality investment management to individuals, as well as corporate partners.
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- Deutsche Asset Management - - Global asset management service division of Deutsche Bank, providing corporate, institutional and personal investment services.
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- Devenir Group - - Full-service broker-dealer and investment advisory firm providing a range of corresponding services for individuals and institutions.
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- D.J. St. Germain Co. - - Investment management for individuals and institutions. Background on the principals and a brochure to download are provided.
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- Dominick & Dominick LLC - - Wealth management and investment services. Services private clients as well as institutional investors. New York, NY, USA.
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- Dorfman Investments - - Offers money management services, specializing in equity value investments.
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- E1 Asset Management, Inc. - - Serving both institutional and individual clients domestically and internationally. New York, NY, USA.
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- 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.
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- ELCO Management Company, LLC. - - Offers investment solutions for high net worth individuals and institutions. Manages two specialized energy funds.
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- EnTrust Capital - - Independent firm specializing in management of equity and fixed-income assets for wealthy individuals, families, and organizations.
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- Evanson Asset Management - - Specializes in index and passive investment management, and offers a unique low-cost management fee structure with fixed annual retainer fees.
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- Fenimore Asset Management, Inc. - - Investments for high net worth individuals, retirement plans, trusts, endowments, foundations, and Taft-Hartley accounts.
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- Fillmore Capital Partners, LLC - - Serving institutional investors and high net worth individuals, principally in high yield structured real estate investments.
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- Finsuper - - Provides employees of the finance and insurance industry with low cost, high performance superannuation.
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- FISN, Inc - - Investment manager specializing in securities protected by the U.S. government.
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- 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.
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- 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.
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- Forum Capital Partners LLC - - Private equity firm providing management and advisory services to our investment partners and investors worldwide.
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- The Fry Group - - Financial planning, tax planning, and executor and trustee services for British people working overseas, or UK residents receiving income from abroad.
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- 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.
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- GFC Capital - - Stock advisory, international arbitrage to high net-worth individuals.
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- GlobalBridge Inc. - - GlobalBridge Professional Portfolio, featuring professional money managers from the U.S.
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- Green Park Capital - - A global private equity secondaries fund management company purchasing illiquid assets from original investors.
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- 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.
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- 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.
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- Harper Bernays - - Independent investment manager specializing in Australian equities.
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- Harvest FinCo, Inc. - - Offers investment advisory and fee-based management services for equity portfolios. Description of funds, company introduction.
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- 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.
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- Highmount Capital, LLC. - - An independent, multi-family office providing strategic wealth management for wealthy individuals and their families.
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- Horowitz and Company - - Our main investment objective is to look for uncommon values in stocks using three distinct methodologies.
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- IMEPOWER Investment Group - - Investment banking and advisory group specializing in utilities, privatization, capital market transactions, brokerage and project development.
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- IndoKapital Securities - - Offers investment banking and financial advisory as well as securities trading and brokerage services.
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- ING Investment Management - - Provides investment management capabilities for traditional third party businesses, managed accounts, insurance assets, alternatives assets.
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- Integre Advisors - - Specializes in risk/reward investing for high net worth individuals. New York, NY, USA.
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- Interfund Capital - - Managing funds for individuals, corporations and pension plans. Staff profiles and contact details.
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- Investment Analytics - - Quantitative analysis and hedge fund management for institutional investors.
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- The Investor Advisory Group - - Offers fee-based investment management services, features web-based access, staff profiles and company details.
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- Investors Asset Management, Inc. - - Manages a broad array of investment portfolios including personal accounts, both taxable and tax-deferred, trusts and charitable accounts.
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- 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.
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- The Invico Group - - Offers asset management services for private and institutional investors. Also company formation, accounting and administrative services. Switzerland.
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- InView Investment Management, LLC - - An institutional money management company. Specializing in small cap value and small/mid cap value arenas. Chicago, Illinois, USA.
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- IPEX, Inc. - - Provides investment consulting, asset allocation analysis and performance monitoring services.
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- 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.
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- Jamison, Eaton & Wood, Inc. - - An independent investment management firm offering wealth management services to individuals, corporations, and foundations.
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- 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.
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- Keane Capital Management, Inc. - - Manages private investment partnerships for accredited investors, family wealth offices, foundations, and the private client groups of financial institutions.
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- The Kessler Companies - - Institutional investment management directly to high net-worth individuals and their business interests using high quality government debt securities.
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- Laidlaw Group, LLC - - A capital management firm providing a growth at the right price investment approach.
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- 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.
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- Lee Overlay Partners - - An investment management firm provides currency to institutional investors.
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- Lighthouse Capital Management - - Investment advisory services for individuals, corporations, retirement funds, trusts and charitable institutions. Based in Houston Texas.
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- LSV Asset Management - - Providing asset management for institutional investors through the application of proprietary models.
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- Marco Polo Partners - - Αn independent, internationally focused, boutique investment banking firm that is headquartered in New York City.
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- Marvin & Palmer - - Investment manager founded in 1986 and focuses exclusively on equity management.
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- McGibbon Asset Management - - Professional money management in the Denver Area. Specializing in growth stocks and risk management.
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- Mitchell McClure - - Personal, straightforward, unbiased advice about financial products and services.
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- MLIM Americas - - Offers clients asset management services and provides a wide range of mutual funds designed to meet investors needs.
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- 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.
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- MRM Asset Allocation - - Investment advisory firm, specializing in low risk strategies for long term accumulation.
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- 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.
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- Net2invest.com - - Switzerland-based independent firm providing money management services and advanced online trading systems.
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- New Amsterdam Partners LLC - - Offering large cap, mid cap, concentrated and socially responsible investment strategies to institutional investors.
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- Newton Fund Managers Ltd - - Thematic fund managers. Services to institutions and intermediaries. Product and contact detail.
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- 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.
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- North Capital, LLC - - Portfolio manager for individuals, families, endowments, retirement plans and other institutional investors.
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- NorthStar Asset Management - - Specializes in the individual management of portfolios for private clients, foundations, corporations and institutions.
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- NWQ Investment Management - - Manages assets for corporate and multi employer plans, public entities, endowments, foundations and high net-worth individuals.
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- Parsons Capital Management - - Provides investment advisory and financial consulting services for individuals, families, trusts, institutions and foundations.
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- Pearson Capital, Inc. - - Helps individuals select the best investment vehicles for their particular needs.
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- Penad Pension Services Limited - - Third-party pension administration services and software for both defined benefit and defined contribution pension plans.
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- Philippe Group - - Global investment management firm registered with the SEC since 1982.
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- Piedra Capital, Ltd. - - Mid-cap growth manager managing assets for affulent individuals, trusts, and public funds since 1993.
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- Pillar Capital Advisors - - Manages a broad range of accounts, including retirement, foundation, individual and corporate portfolios.
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- Pitcairn Trust Company - - Serves as a financial adviser and management firm and provides a wide range of financial services.
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- Priske, Robert - - Fee-based investment advisor, offering CFP financial planning, CPA tax advice and pension and IRA rollover investment management.
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- Private Financial Services Ltd. - - Full range of financial services to the Middle East through its offices in Beirut. Features information on investment funds.
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- Profisys, LLC - - Independent, fee-only investment advisory firm that manages assets for individuals and small to medium sized businesses.
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- Q Investments Ltd. - - A portfolio management company using proprietary investment models.
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- QA3 Financial Corp. - - Independent broker supporting a collaborative network of financial advisors, EPAs, and CPAs.
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- Redi Investments, LLC - - Specialize in managing the discretionary accounts of high net worth individuals and institutions.
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- Richmond Asset Management - - Provides a discretionary financial management service for investors with substantial portfolios of personal assets.
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- Rittenhouse - - Provides investment management and related financial services.
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- Rivergum Investors - - Specialists in improving the investment process, enabling organizations to align their investment philosophy with existing corporate values.
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- Rivoli Fund Management - - An alternative investment firm offering an absolute return approach and a risk-averse stance to institutional and private investors.
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- RMB Asset Management - - Offers retail investment services, unit trusts, structured products and offshore investments.
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- Sabrecorp Limited - - Providing advice to institutional and professional investors regarding alternative investments.
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- Sadoff Investment Management LLC - - Manage investments and retirement plans. Describes investment strategy, client benefits. Features monthly newsletter and contact details.
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- 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.
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- Shaker Investments - - Equity portfolios representing small and mid-cap companies whose attributes favor exceptional, long-term investment performance.
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- SJAM Iassist - - Investment management company incorporated in Malaysia, offering discretionary and advisory portfolio management services in the Asia Pacific region since 1992.
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- Smith Capital Management - - Wealth advisory firm specializing in assisting individuals, foundations, and corporate institutions.
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- Smith, Collins & Associates - - Comprehensive investment management and financial consulting firm specializing in tailored advice to individuals and businesses.
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- Southfield Investment Advisors - - Growth style investment management services for individuals, IRA's, trusts, defined benefit plans and profit-sharing plans.Â.
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- Sovereign Financial Services - - Private equity management and consulting services for institutional clients as well as co-mingled private equity funds.
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- 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.
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- Storkey & Co Limited - - Offers international management consultancy services. Specializing in sovereign debt, cash and risk management for central and local governments.
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- Strategicf Investment Group - - Provides investments services for pension funds, foundations, endowments, and high net worth individuals.
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- Stratford Advisory Group, Inc. - - An independent full-service investment consulting firm providing fee-based investment consulting services. Links to resources and contact details.
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- Talisker Investment Group, LLC - - Delivers personalized asset management solutions for individual investors, trusts, and organizations. Boise, ID, USA.
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- Thomas Murray Investor Services - - Services for institutional investors to evaluate and select custodians, and understand risk exposures in markets and CSDs.
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- Triton Partners LLC. - - An independent investment firm specializing in the management of fixed income securities in structured investment vehicles.
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- Vanguard Investments - - Provides investment management solutions to individual and institutional investors in Australia.
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- 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.
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- Veer Equity - - Specialized Indian equity counseling and portfolio advisor.
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- VMF Capital - - A registered investment advisor who provides portfolio management services to high net worth individuals, retirement plans, corporations, foundations and endowments.
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- 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.
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- W T Fry - - Financial planning, executor and trustee services.
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- Williams Financial Group - - Williams financial group provides financial advice and services to individuals, corporations and municipalities.
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- Wilson HTM Ltd. - - Offering fund management services for Australian equities. Features products and performance statistic, market commentary.
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- WrapManager, Inc. - - Offering specialized consulting in asset allocation and management, portfolio management and hedge fund.
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- Zone Alliance - - Specializes in investment banking, wealth and fund management. Features market reports and news.
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