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Money Managers| Categories |
| Registered Investment Advisors (383) |
| Web Sitesi |
Incomeinvest
Australian's guide on bonds, fixed interest investments, convertibles and other interest rate
securities.
http://www.incomeinvest.com.au/
Reviews Rating: Not yet Rated
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Richmond Asset Management
Provides a discretionary financial management service for investors with substantial portfolios of
personal assets.
http://www.richmondhk.com
Reviews Rating: Not yet Rated
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Perpetual Investments
Investment specialists and funds management company.
http://www.perpetualinvestments.com.au
Reviews Rating: Not yet Rated
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Deutsche Asset Management Australia
Investment services to clients in Australia and New Zealand.
http://www.db.com/dam/australia/
Reviews Rating: Not yet Rated
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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.
http://www.qic.com.au/
Reviews Rating: Not yet Rated
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Innovative Investment Advisors, Inc.
Investment Advisory Firm, driven by performance and technology to achieve superior results.
http://InnovativeIA.com
Reviews Rating: Not yet Rated
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Laidlaw Group, LLC
A capital management firm providing a growth at the right price investment approach.
http://www.laidlawgrp.com/
Reviews Rating: Not yet Rated
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Beacon Global Advisors, Ltd.
Designs and markets specialized global asset management investment programs.
http://www.bgaltd.com/
Reviews Rating: Not yet Rated
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Concorde Capital Mgt. Inc.
USA based money management company located in Houston Texas.
http://usa-equities.com
Reviews Rating: Not yet Rated
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Southfield Investment Advisors
Growth style investment management services for individuals, IRA's, trusts, defined benefit plans
and profit-sharing plans.
http://www.southinvest.com
Reviews Rating: Not yet Rated
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Net2invest.com
Switzerland-based independent firm providing money management services and advanced online trading
systems.
http://www.net2invest.com/
Reviews Rating: Not yet Rated
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Cavanaugh Capital Management
Financial advisors offer socially responsible investing opportunities and index funds.
http://www.cavcap.com/
Reviews Rating: Not yet Rated
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Royal Asset Management Group, Inc
A fee based registered investment advisor located in Atlanta, Georgia.
http://www.royalasset.com
Reviews Rating: Not yet Rated
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Williams, Smith, & Thomas Asset Management
Founded in 1990, with $940 million under management.
http://www.wstam.com
Reviews Rating: Not yet Rated
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Alder Capital
Irish currency fund managers using a systematic trading approach.
http://www.aldercapital.com/
Reviews Rating: Not yet Rated
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ASC Advisory Group, Inc.
Independent advisors to U.S. and international fiduciaries.
http://www.ascadvisorygroup.com/
Reviews Rating: Not yet Rated
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New England Schooner
Develops innovative financial solutions for individuals and corporations.
http://neschooner.com
Reviews Rating: Not yet Rated
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Summit Global Management Inc.
An investment management firm servicing institutional and individual clients.
http://www.summitglobal.com/
Reviews Rating: Not yet Rated
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Lang Asset Management, Inc.
An independent money manager, headquartered in Atlanta, specializing in short selling.
http://www.langasset.com
Reviews Rating: Not yet Rated
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The Trust Company of Louisiana
Complete investment and trust services.
http://www.trustcola.com
Reviews Rating: Not yet Rated
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Green Investment Management
Registered investment advisor.
http://www.gimlink.com/start.htm
Reviews Rating: Not yet Rated
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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.
http://www.wtfry.co.uk
Reviews Rating: Not yet Rated
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Lathrop Investment Management Corporation
Investment counsel to a select group of clients desiring discretionary portfolio management.
http://www.limc.com/
Reviews Rating: Not yet Rated
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J. Stephan and Company, Inc.
Institutional investment sales and marketing.
http://www.jstephanco.com
Reviews Rating: Not yet Rated
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Ühispank Asset Management
Online site of the Ühispank Asset Management. Site is trilingual, English included.
Http://finance.eyp.ee
Reviews Rating: Not yet Rated
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Fiduciary Financial Services
Managing assets for cities, professional associations, corporations and individuals.
http://www.ffss.net
Reviews Rating: Not yet Rated
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Brandes Investment Partners, L.P.
Advisor center allowing professionals to view client's accounts on line.
http://www.brandes.com
Reviews Rating: Not yet Rated
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Signature Estate and Investments Advisors, Inc.
Fee based registered investment advisory firm offering financial planning and investment management
services for affluent individuals and corporations.
http://www.seiallc.com/
Reviews Rating: Not yet Rated
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AAL Capital Management Corporation
Provides a family of investment products and brokerage services exclusively to AAL members.
http://www.aal.org/CMC/
Reviews Rating: Not yet Rated
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Rhoads Lucca Capital Management
Fee-only independent money management firm providing turnkey investment management for individuals.
http://www.rhoadslucca.com/
Reviews Rating: Not yet Rated
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Rowles Financial Planning
Unbiased financial advice and solutions.
http://www.rowlesfinancial.com
Reviews Rating: Not yet Rated
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Meridian Investments
A private account asset manager for individuals and institutions.
http://www.mimcorp.com
Reviews Rating: Not yet Rated
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Fenimore Asset Management, Inc.
Investments for high net worth individuals, retirement plans, trusts, endowments, foundations, and
Taft-Hartley accounts.
http://www.fenimoreasset.com/
Reviews Rating: Not yet Rated
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EnTrust Capital
Independent firm specializing in management of equity and fixed-income assets for wealthy
individuals, families, and organizations.
http://www.entrustcapital.com
Reviews Rating: Not yet Rated
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Profisys, LLC
Independent, fee-only investment advisory firm that manages assets for individuals and small to
medium sized businesses.
http://www.profisys.com
Reviews Rating: Not yet Rated
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Firstcall India Equity Advisors Pvt. Ltd.
Offering private equity advisory and investment banking services. Mumbai, India.
http://www.firstcallindiaequity.com/
Reviews Rating: Not yet Rated
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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.
http://www.sancoservices.com
Reviews Rating: Not yet Rated
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Regal Capital Planners
Full service financial planners serving the Ontario area.
http://www.golden.net/~jacquie/regal99/
Reviews Rating: Not yet Rated
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John W Henry and Company Inc.
Manages futures-based portfolios.
http://www.jwh.com/
Reviews Rating: Not yet Rated
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Kopp Investment Advisors
An emerging growth investment manager based in Minneaplis.
http://www.koppinv.com
Reviews Rating: Not yet Rated
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ClearPath Capital Partners
Private wealth management.
http://www.clearpathcapital.com/
Reviews Rating: Not yet Rated
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FISN, Inc
Investment manager specializing in securities protected by the U.S. government.
http://www.fisn.com/brochure/index.html
Reviews Rating: Not yet Rated
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Conrad and Ottess
Global financial services firm that provides investment and money management services.
http://www.conrad-ottess.com
Reviews Rating: Not yet Rated
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Bullhound Funds
Discretionary asset management for technology investments.
http://www.bullhound.com
Reviews Rating: Not yet Rated
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Kit Cole Investment Advisory Services
Achieve financial goals through a collaborative, comprehensive and education oriented approach to
investment management.
http://www.kitcole.com
Reviews Rating: Not yet Rated
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Credit Suisse Asset Management
Managed funds and superannuation products to a range of clients.
http://www.csam.com.au
Reviews Rating: Not yet Rated
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Williams Financial Group
Williams financial group provides financial advice and services to individuals, corporations and
municipalities.
http://www.wmfingrp.com/
Reviews Rating: Not yet Rated
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Triton Partners LLC.
An independent investment firm specializing in the management of fixed income securities in
structured investment vehicles.
http://www.tritonpartners.com
Reviews Rating: Not yet Rated
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Badgley, Phelps and Bell
Investment counsel for high net-worth individuals and institutions since 1966.
http://www.badgley.com
Reviews Rating: Not yet Rated
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Lodestar Investment Counsel, Inc.
Provides customized, conservative value-based money management.
http://www.ldstr.com
Reviews Rating: Not yet Rated
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Valentine Ventures, LLC
Investment manager of individuals' assets.
http://www.valentineventures.com
Reviews Rating: Not yet Rated
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Mission Management & Trust Co.
Investment management, domestic and global securities custody, and personal trust services.
http://www.missiontrust.com/
Reviews Rating: Not yet Rated
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BFS Investments plc
London-based Independent asset managers.
http://www.bfsinvest.co.uk
Reviews Rating: Not yet Rated
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Raven Investment Management Ltd.
B.V.I / Canada - Asset management company.
http://www.raveninvestment.com
Reviews Rating: Not yet Rated
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Rivergum Investors
Specialists in improving the investment process, enabling organizations to align their investment
philosophy with existing corporate values.
http://www.rivergum.com/
Reviews Rating: Not yet Rated
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Bell Capital Management, Inc.
Services for pension plans, profit sharing plans, financial institutions, foundations and
individuals.
http://www.bellcapital.com
Reviews Rating: Not yet Rated
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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.
http://www.billfew.com
Reviews Rating: Not yet Rated
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Harper Bernays
Independent investment manager specializing in Australian equities.
http://www.harperbernays.com.au
Reviews Rating: Not yet Rated
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YMG Capital Management Inc.
Originally founded in 1983, is a full service investment counsel firm.
http://www.ymg.ca
Reviews Rating: Not yet Rated
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Cameron and Company LLC
Financial consultants for individuals.
http://www.vcamco.com
Reviews Rating: Not yet Rated
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Horowitz and Company
Our main investment objective is to look for uncommon values in stocks using three distinct
methodologies.
http://www.horowitzandcompany.com
Reviews Rating: Not yet Rated
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SG Asset Management
International fund managers active on all financial markets.
http://www.sgam.com/
Reviews Rating: Not yet Rated
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Pendragon Capital Management
Asset management firm offers multiple services to organizational and private investors.
http://www.pendragon-capital.com
Reviews Rating: Not yet Rated
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AXA Investment Managers
Providing asset management and investment solutions.
http://www.axa-im.com/
Reviews Rating: Not yet Rated
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Webb And Associates
Serving Arkansas needs for insurance, mutual fund, and annuities.
http://www.webbandassoc.com
Reviews Rating: Not yet Rated
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R .C .Brown Investment Management plc
Institutional investment management company based in Bristol.
http://www.rcbim.co.uk
Reviews Rating: Not yet Rated
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Penad Pension Services Limited
Third-party pension administration services and software for both defined benefit and defined
contribution pension plans.
http://www.penad.ca/
Reviews Rating: Not yet Rated
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J. Zechner Associates Inc.
Providing institutional and private investment management services.
http://www.jzechner.com/
Reviews Rating: Not yet Rated
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Fiduciary Capital Management, Inc.
Provides institutional clients with stable value investment management services.
http://www.fcmstablevalue.com
Reviews Rating: Not yet Rated
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True Capital Management
Private investment services, located in Portland, Ore.
http://www.truecapitalmanagement.com
Reviews Rating: Not yet Rated
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Convergent Capital Management, Inc.
The money management holding company that grows by helping its affiliates grow-without encroaching
upon their independence.
http://www.convergentcapital.com
Reviews Rating: Not yet Rated
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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.
http://ivangelfand.com/
Reviews Rating: Not yet Rated
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See Financial
Offers UK-based investment advisory.
http://www.seemoney.co.uk/
Reviews Rating: Not yet Rated
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James Pappas Investment Counsel
Registered investment adviser.
http://www.jpic.net
Reviews Rating: Not yet Rated
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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.
http://www.vmfcapital.com/
Reviews Rating: Not yet Rated
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Roxbury Capital Management, Inc.
Combines growth stock investing with value disciplines.
http://www.roxcap.com/
Reviews Rating: Not yet Rated
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Cutler and Company, LLC
An independent fiduciary providing top quality investment management to individuals, as well as
corporate partners.
http://www.cutler.com/
Reviews Rating: Not yet Rated
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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.
http://www.jfl.ca/
Reviews Rating: Not yet Rated
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Stonebridge Capital Management Incorporated
A professional investment firm dedicated to serving the special requirements of affluent
individuals and institutions.
http://www.stonebridgecapital.com/
Reviews Rating: Not yet Rated
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Sovereign Financial Services
Private equity management and consulting services for institutional clients as well as co-mingled
private equity funds.
http://www.sovereignfinancial.com/
Reviews Rating: Not yet Rated
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Litman-Gregory
Investment management services.
http://lginvestments.com
Reviews Rating: Not yet Rated
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Pitcairn Trust Company
Serves as a financial adviser and management firm and provides a wide range of financial services.
http://www.pitcairn.com/
Reviews Rating: Not yet Rated
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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.
http://www.condorcapital.com
Reviews Rating: Not yet Rated
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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.
http://www.heroncapital.com/
Reviews Rating: Not yet Rated
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Provident Investment Counsel
Located in Pasadena since 1951, a growth style money manager.
http://www.provnet.com
Reviews Rating: Not yet Rated
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Rittenhouse
Provides investment management and related financial services.
http://www.rittenhousefinancial.com/home.html
Reviews Rating: Not yet Rated
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Appleton Partners, Inc
Private growth-style investment management for investors seeking dedicated account services.
http://www.appletonpartners.com/
Reviews Rating: Not yet Rated
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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.
http://www.6800capital.com
Reviews Rating: Not yet Rated
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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.
http://www.lasuremanagement.com/
Reviews Rating: Not yet Rated
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NWQ Investment Management
Manages assets for corporate and multi employer plans, public entities, endowments, foundations and
high net-worth individuals.
http://www.nwq.com/
Reviews Rating: Not yet Rated
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Croft-Leominster Investment Management
Combines the value style of investing with reduced risk.
http://www.croftleo.com/
Reviews Rating: Not yet Rated
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Roger Engemann and Associates, Inc.
A money manager who invests primarily in the common stocks of high-quality companies.
http://www.rea-invest.com/
Reviews Rating: Not yet Rated
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Tweedy, Browne Company LLC
Private investment company with 80 years experience.
http://www.tweedy.com/
Reviews Rating: Not yet Rated
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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.
http://www.voyageur.net
Reviews Rating: Not yet Rated
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Ashfield
Providing investment management services for over a quarter century.
http://www.ashfield.com/
Reviews Rating: Not yet Rated
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Safian Investment Research Inc.
Manages investment accounts utilizing sector rotation.
http://www.safian.com
Reviews Rating: Not yet Rated
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Real Options and Portfolio Management
Valuation and portfolio management services for pharmaceuticals, high technology, energy and
financial services industries.
http://www.decisionoptions.com
Reviews Rating: Not yet Rated
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Kirkpatrick Pettis a Mutual of Omaha Company
A Midwest and Rocky Mountain based investment firm.
http://www.kirkpatrickpettis.com
Reviews Rating: Not yet Rated
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CB Capital Management
Individualized portfolio and personal asset management with leading financial institutions.
http://www.bankersgeneva.com/
Reviews Rating: Not yet Rated
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MRM Asset Allocation
Investment advisory firm, specializing in low risk strategies for long term accumulation.
http://www.mrminv.com
Reviews Rating: Not yet Rated
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Windsor Financial Advisors
Provides objective financial services to mutual fund and annuity investors.
http://www.wfai.com
Reviews Rating: Not yet Rated
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Investment Counselors Incorporated
An independent money management firm who offers large cap equity, small cap equity, balanced, and
intermediate fixed income portfolio management.
http://www.investmentcounselors.com/
Reviews Rating: Not yet Rated
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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.
http://www.cicgrp.com/
Reviews Rating: Not yet Rated
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Smith Capital Management
Wealth advisory firm specializing in assisting individuals, foundations, and corporate
institutions.
http://www.smithcap.com
Reviews Rating: Not yet Rated
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Greenville Capital Management
Specializes in the management of small capitalization growth equities.
http://www.greenvillecap.com/
Reviews Rating: Not yet Rated
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Millie Capital Management
An investment management company located in Menlo Park, California.
http://www.milliecapital.com/advisors/milliecapital/default.htm
Reviews Rating: Not yet Rated
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Terry Balding and Associates
This site will give you essential information for getting on the right track to money management.
http://www.plannr.com/
Reviews Rating: Not yet Rated
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QA3 Financial Corp.
Independent broker supporting a collaborative network of financial advisors, EPAs, and CPAs.
http://www.qa3.com
Reviews Rating: Not yet Rated
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Meridian Capital Management, Inc.
Registered investment advisory firm located in Omaha, Nebraska that provides fee-based portfolio
management.
http://www.meridiancapmgt.com/
Reviews Rating: Not yet Rated
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Mitchell McClure
Personal, straightforward, unbiased advice about financial products and services.
http://www.mitchellmcclure.co.uk/
Reviews Rating: Not yet Rated
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Haven Capital Management, Inc.
Privately held, independent investment management organization.
http://www.havencapital.com/
Reviews Rating: Not yet Rated
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Capital Management Group Holding Co., LLC
Focused exclusively on managing hedge funds for wealthy individuals and families.
http://www.cmgfund.com
Reviews Rating: Not yet Rated
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Baring Asset Management
A global investment management firm.
http://www.baring-asset.com/
Reviews Rating: Not yet Rated
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Old Mutual plc
International asset management firm.
http://www.oldmutual.com/
Reviews Rating: Not yet Rated
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Spin-Off Advisors, L.L.C.
Investment research boutique, registered investment advisor and hedge fund manager.
http://www.spinoffadvisors.com
Reviews Rating: Not yet Rated
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LEAP Fund Management Ltd.
Financial and strategic advisory services to high technology, alternative energy, media and
Internet businesses.
http://www.globalmapinc.com
Reviews Rating: Not yet Rated
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Cofunds Limited
The independent fundmarket dedicated to serving the needs of financial Intermediaries.
http://www.cofunds.co.uk/
Reviews Rating: Not yet Rated
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NorthStar Asset Management
Specializes in the individual management of portfolios for private clients, foundations,
corporations and institutions.
http://www.northstarmgt.com
Reviews Rating: Not yet Rated
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Pearson Capital, Inc.
Helps individuals select the best investment vehicles for their particular needs.
http://www.pearsoncapitalinc.com/
Reviews Rating: Not yet Rated
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Meeder Financial Services
Custom investment solutions for individual and institutional investors since 1974.
http://www.meederfinancial.com
Reviews Rating: Not yet Rated
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Cremerius Financial Management
Robert J. Cremerius, CPA, offers professional investment advisory services, and estate planning.
for individuals and businesses.
http://www.cremeriusfinancial.com
Reviews Rating: Not yet Rated
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Windsor Asset Management
Fee-only certified financial planner with a long term approach.
http://www.windsorwealth.com/
Reviews Rating: Not yet Rated
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MLIM Americas
We offer clients asset management services and provide a wide range of mutual funds designed to
meet investors needs.
http://www.mlim.ml.com/USA/
Reviews Rating: Not yet Rated
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Campbell Newman Asset Management
Investment management and financial planning services to individual and institutional clients.
http://www.campbellnewman.com
Reviews Rating: Not yet Rated
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Church House Trust
Private bankers, investment managers,and tax and trust.
http://www.church-house.co.uk/
Reviews Rating: Not yet Rated
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Capital Investment Services of America, Inc.
Actively managed fixed income and mid- to large-cap equity investment.
http://www.capinv.com
Reviews Rating: Not yet Rated
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Cogesfonds
Investment managers for wealthy individuals specializing in international securities through
segregated personalized portfolios.
http://www.cogesfonds.com
Reviews Rating: Not yet Rated
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Marque Millennium Capital Management
U.S. large-cap value equity money manager.
http://www.marqmil.com/
Reviews Rating: Not yet Rated
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New Amsterdam Partners LLC
Offering large cap, mid cap, concentrated and socially responsible investment strategies to
institutional investors.
http://www.napllc.com/
Reviews Rating: Not yet Rated
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Aronson and Partners
Institutional investment advisor, established in 1984. Manages domestic, value-oriented equities
across all capitalization ranges.
http://www.aronsonpartners.com
Reviews Rating: Not yet Rated
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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.
http://www.keanecapital.com/
Reviews Rating: Not yet Rated
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Scottish Widows Investment Partnership
Pooled and segregated funds, with a choice of balanced and specialist management.
http://www.swipartnership.com
Reviews Rating: Not yet Rated
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Sierra Capital Planning
Offers fee-based advisory services and private hedge fund.
http://www.sierrainvestor.com/
Reviews Rating: Not yet Rated
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Seilern Investment Management Ltd.
Portfolio management services for high net worth individuals, family trusts and institutions.
http://www.seilerninvest.com
Reviews Rating: Not yet Rated
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Griffin Capital Management
Investment products focusing on Europe, Germany and Eastern Europe.
http://www.griffincm.com
Reviews Rating: Not yet Rated
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Godsey and Gibb Associates Investment Counsel
Personalized investment management for individuals, corporations and foundations.
http://www.godseyandgibb.com/
Reviews Rating: Not yet Rated
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McCullough, Andrews and Cappiello, Inc.
An independent investment management company with offices in San Francisco, California and
Baltimore, Maryland.
http://www.macinv.com/
Reviews Rating: Not yet Rated
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Pillar Capital Advisors
Manages a broad range of accounts, including retirement, foundation, individual and corporate
portfolios.
http://www.pillarcapital.com
Reviews Rating: Not yet Rated
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Rosseau Asset Management
Specializes in alternative long term investment strategies.
http://www.rosseau-asset.com/
Reviews Rating: Not yet Rated
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Weiss Money Management Inc
Investment company for money and financial management with asset advisory.
http://www.weissmoneymanagement.com/
Reviews Rating: Not yet Rated
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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.
http://www.cam-schweiz.ch/
Reviews Rating: Not yet Rated
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Allegheny Investments
Comprehensive financial planning and investment management solutions.
http://www.alleghenyinvestments.com/
Reviews Rating: Not yet Rated
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Montanaro Investment Managers
An independent investment company specializing in UK and European smaller companies.
http://www.montanaro.co.uk
Reviews Rating: Not yet Rated
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Royal and Sun Alliance Eurolife
Offers a range of investment products. Clients can select from manages funds or construct a custom
portfolio.
http://www.rsaeurolife.com/
Reviews Rating: Not yet Rated
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Anisfield Investments Ltd
International financial advisory firm, specializing in corporate finance, investor relations and
investment advisory services.
http://www.anisfield.com/
Reviews Rating: Not yet Rated
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Pinnacle Investments of America, Inc.
A MA registered hedge find for accredited investors.
http://www.piafunds.com
Reviews Rating: Not yet Rated
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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.
http://www.AssetAlliance.com
Reviews Rating: Not yet Rated
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McGibbon Asset Management
Professional money management in the Denver Area. Specializing in growth stocks and risk
management.
http://mcgibbon-asset.com
Reviews Rating: Not yet Rated
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Freedom Financial Solutions
Complete financial solutions to individual investors.
http://www.freefin.com/
Reviews Rating: Not yet Rated
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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.
http://www.evansonasset.com/
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Korea Asset Management Corporation
State-run asset management corporation in South Korea.
http://www.kamco.or.kr/eng/index.htm
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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.
http://www.ahbi.com/
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Sabrecorp Limited
Providing advice to institutional and professional investors regarding alternative investments.
http://www.sabrecorp.net
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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.
http://www.ca-assetmanagement.com/
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Legg Mason Capital Management
Institutional investment advisor specializing in value oriented large and small cap separate
accounts.
http://www.leggmasoncapmgmt.com/
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Strategicf Investment Group
Provides investments services for pension funds, foundations, endowments, and high net worth
individuals.
http://www.2strategic.com
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Lucas Capital Management, L.L.C.
An investment firm drawing on three generations of experience.
http://www.lucascapital.com/
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Bailard, Biehl & Kaiser
Specializing in multi-asset portfolio management, real estate and alternative investments for high
net worth individuals and institutions.
http://www.bailard.com/
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Barrett Capital Management, LLC
Independent money management firm specializing in equity, fixed income and hedge fund portfolios.
http://www.barrettcap.com/
Reviews Rating: Not yet Rated
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Asvister
Institutional investment services with expertise in company financing.
http://www.asviter.it/
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B.C. Ziegler and Company
Investment manager and provider of institutional investment services with expertise in church and
school financing.
http://www.ziegler.com/
Reviews Rating: Not yet Rated
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Emerald Capital
Discretionary management of stock portfolios.
http://www.emeraldcapital.net
Reviews Rating: Not yet Rated
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Chuckhughes.com
Financial advisory utilizing fundamental, technical and seasonal analysis to forecast
recommendations for stocks, options and mutual funds.
http://www.chuckhughes.com/
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The Beacon Group Capital Services
A private investor, strategic advisor and wealth counselor to businesses, institutions and
families.
http://www.beacongrp.com/
Reviews Rating: Not yet Rated
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Ambassador Capital Management
Specialized in fixed income and cash portfolio management. Providing investment advisory services
to public and private sectors.
http://www.ambassador-capital.com/
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F.I. Founders Asset Management LTD
Offers two funds which invest in emerging and developing markets for institutions and high net
worth individuals.
http://www.fifounders.com/
Reviews Rating: Not yet Rated
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Golden Gate Financial Group
Mutual fund market timing to high net worth clients.
http://www.ggfg.com/
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Baillie Gifford
Independent investment manager, managing pension funds, investment trusts and unit trusts and ISAs.
http://www.bailliegifford.co.uk
Reviews Rating: Not yet Rated
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Intrepid Capital Management
Asset management firm that targets public and private companies, endowments, foundations and
families.
http://www.intrepid-capital.com
Reviews Rating: Not yet Rated
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Atlantic Capital Management, LLC
Employee-owned registered investment advisor, in Richmond, Va.
http://www.acmllc.com
Reviews Rating: Not yet Rated
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Sanford C. Bernstein and Co., Inc.
Manages portfolios and provides investment research.
http://www.bernstein.com
Reviews Rating: Not yet Rated
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Tag Associates, Ltd
Investment advisors.
http://www.tagassoc.com
Reviews Rating: Not yet Rated
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Tower Asset Management
Wholesale investment funds manager in the Australian market.
http://www.taml.com.au
Reviews Rating: Not yet Rated
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Hotchkis and Wiley Capital Management
Investment manager dedicated to a disciplined investment approach.
http://www.hwcm.com/
Reviews Rating: Not yet Rated
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Shaker Investments
Equity portfolios representing small and mid-cap companies whose attributes favor exceptional,
long-term investment performance.
http://www.shakerinvest.com/
Reviews Rating: Not yet Rated
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Wilcox Investment, Inc.
Offers portfolio supervision and customized risk management.
http://www.wilcoxinvest.com/
Reviews Rating: Not yet Rated
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McElroy Consulting Limited
Providing property and fixed income investment management services.
http://www.mcelroy.co.uk/
Reviews Rating: Not yet Rated
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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.
http://www.guardiancapitalinc.ca/
Reviews Rating: Not yet Rated
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Clime Asset Management
Offers management of individual or discrete portfolios in the Australian and International markets
for private clients.
http://www.clime.com.au/
Reviews Rating: Not yet Rated
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Q Investments Ltd.
A portfolio management company using proprietary investment models.
http://www.q-investments.com/
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Rice Sangalis Toole and Wilson
Founded in 1989, is a privately held firm investing subordinated debt and equity capital.
http://www.rstw.com/
Reviews Rating: Not yet Rated
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Westwood Holdings Group
Offering investment management and trust services to institutions and individuals.
http://www.westwoodgroup.com/
Reviews Rating: Not yet Rated
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Alternative Asset Management
Hedge fund manager providing investment diversification through a technical trading system.
http://www.alterama.com
Reviews Rating: Not yet Rated
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Parsons Capital Management
Provides investment advisory and financial consulting services for individuals, families, trusts,
institutions and foundations.
http://www.parsonscapital.com/
Reviews Rating: Not yet Rated
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LSV Asset Management
Providing asset management for institutional investors through the application of proprietary
models.
http://www.lsvasset.com/
Reviews Rating: Not yet Rated
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Needelman Asset Management, Inc.
Offers domestic balanced and equity portfolios.
http://www.needelman.com/
Reviews Rating: Not yet Rated
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Investment Compliance, Inc.
An independent regulatory advisory service, audit firm and Registered Investment Advisors.
http://www.investmentcompliance.com/
Reviews Rating: Not yet Rated
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Hale Dorr Capital Management LLC
Provides investment and risk management solutions for individuals, families and foundations.
http://www.haledorrcapital.com/
Reviews Rating: Not yet Rated
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Collins and Company Strategic Asset Management
Offering investment advisory and brokerage services.
http://www.collins-co.com/
Reviews Rating: Not yet Rated
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Citigroup Asset Management Europe
Offers investment management services. Information on investment funds, market news and description
of products.
http://www.citigroupam.co.uk/
Reviews Rating: Not yet Rated
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BrainTrader Investments
Provides index fund trading investment strategies.
http://www.braintrader.com/
Reviews Rating: Not yet Rated
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WrapManager, Inc.
Offering specialized consulting in asset allocation and management, portfolio management and hedge
fund.
http://www.wrapmanager.com/
Reviews Rating: Not yet Rated
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Polaris Capital Management, Inc.
Provides equity management services. The firm manages the Polaris Global Value Fund and the Quant
Foreign Value Fund.
http://www.polariscapital.com/
Reviews Rating: Not yet Rated
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Briarcliff Capital Corp.
Registered investment advisors and money managers.
http://www.briarcliffcapital.com/
Reviews Rating: Not yet Rated
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CRA Rogers Casey
Investment consulting for institutional investors and high net worth individuals.
http://www.rogerscasey.com/
Reviews Rating: Not yet Rated
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Grecu Capital Management, Inc.
Independent money management firm offering service to individual and institutional clients.
http://www.grecucapital.com/
Reviews Rating: Not yet Rated
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Redi Investments, LLC
Specialize in managing the discretionary accounts of high net worth individuals and institutions.
http://www.rediinvestments.com
Reviews Rating: Not yet Rated
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DSM Capital Partners LLC Investment Group
Offers money and asset management, investment advisory.
http://www.dsmcapital.com/
Reviews Rating: Not yet Rated
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Montgomery Investment Management Inc.
Provides portfolio management services.
http://miminvest.com/
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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.
http://www.muskokafinancial.ca/
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Okada Group LLC
Designs and manages investment portfolios.
http://www.okadagroup.com/
Reviews Rating: Not yet Rated
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Uhlmann Price Securities, LLC
Asset and portfolio management, alternative investments, trading and branch management.
http://www.upsecurities.com/
Reviews Rating: Not yet Rated
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Signia Capital Management
Managing investments for individual investors and institutions.
http://www.signiacapital.com/
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Cambiar Investors
A Colorado-based equity manager providing relative value oriented money management.
http://www.cambiar.com/
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American Portfolio Services, Inc.
Equity and fixed-income portfolio management.
http://www.americanportfolioservices.com/
Reviews Rating: Not yet Rated
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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.
http://www.sjam-iassist.com/
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Fidelity Institutional Asset Management
Investment management sales and client services to institutions.
http://institutional.fidelity.com/
Reviews Rating: Not yet Rated
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Octavius Capital Management, LLC
An independent investment management boutique.
http://www.octaviuscapital.com/
Reviews Rating: Not yet Rated
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Advisor Partners, LLC
Partnering with financial advisors to construct and manage highly customized domestic equity
portfolios.
http://www.advisorpartners.com/
Reviews Rating: Not yet Rated
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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.
http://www.kesslercompanies.com/
Reviews Rating: Not yet Rated
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Lighthouse Capital Management
Investment advisory services for individuals, corporations, retirement funds, trusts and charitable
institutions. Based in Houston Texas.
http://www.lighthousecapital.com
Reviews Rating: Not yet Rated
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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.
http://www.biam.ie
Reviews Rating: Not yet Rated
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Philippe Group
Global investment management firm registered with the SEC since 1982.
http://www.philippe-group.com
Reviews Rating: Not yet Rated
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Finsuper
Provides employees of the finance and insurance industry with low cost, high performance
superannuation.
http://www.finsuper.com.au
Reviews Rating: Not yet Rated
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Boston International Private Client Group
Fee based wrap account using top money managers for private placement, personal,corporate,
charitable funds since 1983.
http://WWW.BIPCG.COM
Reviews Rating: Not yet Rated
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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.
http://www.eadsheald.com
Reviews Rating: Not yet Rated
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Bennett Financial Advisors
Financial advisors who work primarily with pre-retirees, retirees and surviving spouses.
http://www.bennett-financial.com
Reviews Rating: Not yet Rated
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Driehaus Capital Management, Inc.
Our specialty is domestic and international aggressive growth investing.
http://www.driehaus.com/
Reviews Rating: Not yet Rated
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Equity Trustees
Funds management, investment,and superannuation.
http://www.eqt.com.au
Reviews Rating: Not yet Rated
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Coast Asset Management
Money manager in Santa Monica, Ca.
http://www.coastasset.com
Reviews Rating: Not yet Rated
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Philadelphia Trust Company
Money manager for individual and institutional investors.
http://www.philadelphiatrust.com
Reviews Rating: Not yet Rated
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Southern Capital Services
Managed risk investing.
http://www.socapsrv.com
Reviews Rating: Not yet Rated
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Freestone Capital Management
Investing, wealth management.
http://www.freestonecapital.com
Reviews Rating: Not yet Rated
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Boston Asset Management
Financial consultants for professionals who advise disabled adults and children.
http://www.bostonassetmanagement.com
Reviews Rating: Not yet Rated
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Delessert Financial Service
Independent financial planning and investment firm servicing the needs of high net worth
individuals.
http://www.delessertfinancial.com/
Reviews Rating: Not yet Rated
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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.
http://www.tminvestorservices.com/
Reviews Rating: Not yet Rated
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Beacon Investment Management Inc.
Investment advisers,financial.
http://www.beaconinvest.com/
Reviews Rating: Not yet Rated
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North American Management Corporation
Full-service investment advisory firm serving individuals and families with assets of over $5
million.
http://www.namcorp.com/
Reviews Rating: Not yet Rated
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Cardinal Capital
Investment management firm offering online trading and investment services.
http://www.cardinalcapital.net
Reviews Rating: Not yet Rated
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Chestnut Hill Partners
Boutique investment banking firm with services in mergers and acquisitions to small and medium size
firms.
http://www.Chestnuthillpartners.com
Reviews Rating: Not yet Rated
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JP Morgan UK
Institutional investment information from J.P. Morgan UK.
http://www.jpmim.jpmorgan.com/102/index.html
Reviews Rating: Not yet Rated
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Harold C. Brown & Co., Inc. - Online
Investment objectives implemented with consistency and persistence.
http://www.hcb.com/
Reviews Rating: Not yet Rated
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Border Asset Management
Administering UK and offshore investment funds.
http://www.borderam.com
Reviews Rating: Not yet Rated
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ABN AMRO Asset Management
Asset management operations and products.
http://www.asset.abnamro.com/
Reviews Rating: Not yet Rated
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Marco Polo Partners
Αn independent, internationally focused, boutique investment banking firm that is
headquartered in New York City.
http://mppartners.com/
Reviews Rating: Not yet Rated
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Wildfire Management Incorporated
International investments and financial management.
http://www.wildfireinvestments.com
Reviews Rating: Not yet Rated
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Deutsche Asset Management
Global asset management service division of Deutsche Bank, providing corporate, institutional and
personal investment services.
http://www.deam.com/
Reviews Rating: Not yet Rated
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Investment Analytics
Quantitative analysis and hedge fund management for institutional investors.
http://www.investment-analytics.com
Reviews Rating: Not yet Rated
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Money Concepts
A no fee independent financial services company.
http://www.moneyconcepts.com/jbarrett
Reviews Rating: Not yet Rated
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Tamir Fishman and Co.
Israel's full-service investment banking and securities firm.
http://www.tamfish.com/
Reviews Rating: Not yet Rated
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Charles Fish Investments, Inc.
Manages fixed income portfolios for high networth individuals and commercial banks. Specializes in
municipal bonds.
http://charlesfishinvestments.com/
Reviews Rating: Not yet Rated
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McGee Capital Management Limited
An investment counsel and portfolio manager located in Toronto, Canada. Specializes in individuals
and small company pension plans. A fee-for-service money manager.
http://www.mcgeecapital.ca/
Reviews Rating: Not yet Rated
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Bedrock Capital Management, Inc.
Offers fee-based aset management, individual accounts with direct on-line access.
http://www.bedrockcap.com/
Reviews Rating: Not yet Rated
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Tuffy Smith Corporation
Provides investment consulting, asset and portfolio management and financial planning services.
http://www.tuffysmith.com/
Reviews Rating: Not yet Rated
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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.
http://www.iaminvest.com
Reviews Rating: Not yet Rated
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A.R. Schmeidler & Co., Inc.
Specializing in managing equity, balanced and fixed income portfolios for high-net-worth
individuals and institutions.
http://www.arsadvisors.com/
Reviews Rating: Not yet Rated
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Lee Overlay Partners
An investment management firm provides currency to institutional investors.
http://www.lee-overlay.com/
Reviews Rating: Not yet Rated
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Piedra Capital, Ltd.
Mid-cap growth manager managing assets for affulent individuals, trusts, and public funds since
1993.
http://www.piedracapital.com
Reviews Rating: Not yet Rated
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Whistler Managers, Ltd.
Portfolio management services and tax efficient investing strategies.
http://www.whistlermanagers.com
Reviews Rating: Not yet Rated
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Washington Securities Corporation
DC area investment corporation.
http://www.washingtonsecurities.com/