| Directory > Business > Investing > Money Managers SWIP – Scottish Widows Investment Partnership
SWIP’s goal is to provide superior risk-adjusted returns and quality service for our clients, which
include individuals, pension funds, charities and financial institutions from around the world.
http://www.swip.com
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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.
http://www.atlanticfinancial.com/
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The Investor Advisory Group
Offers fee-based investment management services, features web-based access, staff profiles and
company details.
http://www.investoradvisorygroup.com/
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Bedlam Asset Management
Manages equity portfolios. Information on funds, news and market commentary.
http://www.bedlamplc.com/
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Century Management
Providing portfolio management and financial planning services. Staff profiles, glossary and links
to related resources.
http://www.centman.com/
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Credit Nacional du Luxumbourg
Offers asset and cash management services. Features include online banking through major banks,
onscreen display of all managed positions.
http://www.cndl.org/
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ELCO Management Company, LLC.
Offers investment solutions for high net worth individuals and institutions. Manages two
specialized energy funds.
http://www.elcomanagement.com/
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Individual Asset Management, Inc.
Offers portfolio management services locally and specialized services for U.S. expatriates and
non-U.S. citizens.
http://www.iamadvisors.com/
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IndoKapital Securities
Offers investment banking and financial advisory as well as securities trading and brokerage
services.
http://www.indokapital.com/
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Interfund Capital
Managing funds for individuals, corporations and pension plans. Staff profiles and contact details.
http://www.interfundcapital.net/
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J.E. Wilson Advisors, LLC
Fee-only wealth management firm providing independent financial solutions since 1982.
http://www.jewilson.com/
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Legal and General
Providing savings accounts and investment plans.
http://www.landg.co.uk/
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Mercari Financial Services (Pty) Ltd
Portfolio managers and brokers, specializing in fixed income, money market and offshore
investments.
http://www.mercari.co.za/
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Michael De Coux Financial Services
Offers independent portfolio management strategies and services.
http://411mdfs.com/
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Mundell and Associates LLC.
Specializes in insurance and investment products. Located in Morgantown, West Virginia, USA.
http://mundellandassociates.com/
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Slayton Lewis, Inc.
Offers financial planning and investment services.
http://www.slaytonlewis.com/
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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.
http://www.vaughnwoods.com/
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ALEA Capital
Supplies strategic finance, management consulting and direct equity investments for the emerging
market companies in the US and Romania.
http://www.aleacapital.net/
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MAP Management, LLC.
Provides investment consulting and planning services.
http://www.map-management.com/
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Bidwell Institutional Services
Offers discount custody, clearing and brokerage services for investment advisors and financial
planners.
http://www.bidwellinstitutional.com/
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Baker Ellis Asset Mangement LLC
Provides investment management services to high-net-worth individuals, institutions and non-profit
organizations.
http://www.bakerellisllc.com/
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Canadian General Capital Ltd.
Provides patient investment capital, strategic advice, and tactical assistance to facilitate
corporate change.
http://www.canadiangeneralcapital.com/
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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.
http://www.carnegie-capital.com/
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Davis, Ross, McGee and McCauley Investment Advisers, LLC
A boutique advisory firm investing in small/mid cap financial services companies.
http://www.drmm-advisers.com/
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Dorfman Investments
Offers money management services, specializing in equity value investments.
http://www.dorfmaninvestments.com/
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Sage Financial Group
Offers fee-based financial planning and investment management services.
http://sagefinancial.com/
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Frank Capital Partners LLC
Provides investment management services for a mutual fund and privately managed accounts.
http://www.frankfunds.com/
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Grunden Financial Advisory, Inc.
Provides investment advice and asset management services using the Age 100 Growth Plan.
http://www.grunden.com/
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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.
http://www.guardiancapitallp.com/
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Highmount Capital, LLC.
An independent, multi-family office providing strategic wealth management for wealthy individuals
and their families.
http://www.highmountcapital.com/
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IMEPOWER Investment Group
Investment banking and advisory group specializing in utilities, privatization, capital market
transactions, brokerage and project development.
http://www.imepower.com/
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Jamison, Eaton & Wood, Inc.
An independent investment management firm offering wealth management services to individuals,
corporations, and foundations.
http://www.jamisonfirst.com/
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Rohl Investment Group LLC
Diversified investment pool in USA, for foreign investors, with EB-5 Visa compliance.
http://www.rohlgroup.com/
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Schnieders Capital Management, LLC
Provides wealth management for individuals, families and corporations.
http://www.schniederscapital.com/
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Central European Investment Consultancy MA Management, a.s.
Offers investment banking and corporate finance services. Staff profiles, news and contact details.
http://www.ma-management.cz/
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Emerald Capital Management
Portfolio manager specializing in quantitative analysis and Modern Portfolio Theory.
http://www.ecmq.com/
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Alpha Capital Management
Managing assets of individuals, institutions, trusts, estates, endowment funds and retirement
plans.
http://alphacapm.com/
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Acts Capital Management Co.
Provides asset management services to institutional investors and corporations.
http://www.actscapital.com/
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Select Financial Group, LLC
Offers asset management and insurance services. Features guides, research and contact details.
http://www.selectfg.com/
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SPARX Asset Management Co., Ltd.
Features investment strategies, offers fundamental research based on direct company visits.
http://www.sparxgroup.com/
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Lawrence Investment Management, Inc.
Offers fee-only asset management services for individual investors. Company's profile and contact
details.
http://www.lawrenceinvest.com/
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IPEX, Inc.
Provides investment consulting, asset allocation analysis and performance monitoring services.
http://www.ipexusa.com/
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Zone Alliance
Specializes in investment banking, wealth and fund management. Features market reports and news.
http://www.zonealliance.com/
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Paterson Lloyd Slimmings
Offers investment and retirement consulting, tax planning services.
http://www.pls-tax.co.uk/
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Liontamer Investment Management Pty Limited
Offers capital protected investment program focused on international financial markets. Features
principal's profiles, news and contact details.
http://www.liontamerprotectedinvestments.com/
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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.
http://www.aoteajones.com/
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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.
http://www.storkeyandco.com/
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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.
http://www.stratfordadvisorygroup.com/
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Philadelphia International Advisors, LP
Offers international investment management services. Specializes in equities and ADRs.
http://www.piadvisors.net/
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Wilson HTM Ltd.
Offering fund management services for Australian equities. Features products and performance
statistic, market commentary.
http://www.whtmassetman.com.au/
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Sadoff Investment Management LLC
Manage investments and retirement plans. Describes investment strategy, client benefits. Features
monthly newsletter and contact details.
http://www.sadoffinvestments.com/
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Matthai Capital Management
Offers portfolio management services. Features articles and a glossary of investment terms.
http://www.matthai.com/
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Tsai Capital Corporation
Offering equity portfolio management.
http://www.tsaicapital.com/
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Ziegler Asset Management
Provides investment advisory, portfolio consulting, asset management.
http://www.zieglerassetmanagement.com/
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Verica Trust & Capital Management AG
Swiss-based asset management firm specialised in private portfolio management and technical trading
systems.
http://www.vericatrust.com/
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Standish Mellon Asset Management Company LLC
Specializing in fixed income and international products.
http://www.standishmellon.com/
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Sensible Investment Strategies
A fee-only registered investment adviser, specializes in customized asset allocation.
http://www.seninvest.com/
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Lockey Investment Group
Provides investment adviosry and money management services.
http://www.lockeygroup.com/
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Ingenuity Group, LLC
Providing estate planning, commercial and personal insurance, and investment advisory services.
http://www.estateplanningtime.com/
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Financial & Investment Management Advisors, Inc.
Provides fee-based financial planning and investment management services to individuals, retirement
plans and corportations.
http://www.fimadvisors.com/
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DAL Investment Company
A registered investment advisor, specializes in long-term portfolio management.
http://dal-investment.com/
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Brown Advisory
Provides investment management, strategic advisory and brokerage services.
http://www.brownadvisory.com/
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Golberg Lindsay and Co. LLC
Provides money management services. Specializing in equity investments.
http://www.lgblp.com/
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Vanguard Investments
Provides investment management solutions to individual and institutional investors in Australia.
http://www.vanguard.com.au/
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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.
http://www.aseanfocus.com/
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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.
http://www.investors-routemap.co.uk
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Cornerstone Group of Companies
Provides a range of investment, advisory and financing services as part of a global practice.
http://www.cornerstonegroup.com/
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Billam Plc.
Offers funding, merger and acquisition consulting services. Features share prices and investment
news.
http://www.billamplc.co.uk/
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Carr Sheppards Crosthwaite
Financial advice for private clients, charities and pension funds.
http://www.carr-sheppards.co.uk/
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Alaric Capital LLC
Asset management, hedging, investment advisory and equity trading services.
http://www.alariccapital.com/
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Alexander Badr Group
Provides investment management and related services to corporate clients, and private investors.
http://www.badrcapital.com/
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Jacobs & Company
Advisor of the Jacobs & Company Mutual Fund (JACOX).
http://www.jacobsandcompany.com
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Knightsbridge Advisers
Specialist investment expertise for institutional investors around the world.
http://www.knightsbridgeusa.com/
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Agile Investing
Investment advisory service using Exchange Traded Funds.
http://www.agileinvesting.com/
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Elan Asset Management
Global investment using funds of funds and alternative investments.
http://www.elanam.com/
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AMG Guaranty Trust, N.A.
Wealth management firm catering to the investment needs of North America's wealthy families and
business executives.
http://www.amg-trust.com/
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Aperio Group LLC
Manager of customized index portfolios for taxable investors.
http://aperiogroup.com
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Hammer Capital Management, Inc.
SEC registered investment advisor providing services to high net worth individuals, pensions and
profit sharing plans.
http://www.hcmi.com
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Alta Capital Management
Money manager offering strict investment disciplines.
http://www.altacapital.net/
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Potomac Fund Management
Risk managed mutual fund investment services since 1987.
http://www.potomacfund.com/
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Herschel Capital Partners Limited
Fund manager based in Melbourne, Australia.
http://www.hcpl.com.au
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Strategic Capital Management, Inc.
Professional investment counsel and portfolio management.
http://www.scmanagement.com/
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Veer Equity
Specialized Indian equity counseling and portfolio advisor.
http://www.veerequity.com/
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Gerstein, Fisher & Associates, Inc.
Fee based investment management firm located in New York. Wealth management strategies and a full
line of financial planning services.
http://www.gersteinfisher.com/
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Van Strum & Towne, Inc.
Wealth management and investment counsel services.
http://www.vanstrum.com
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Peters MacGregor Funds Management
Managed share portfolios for private investors.
http://www.petersmacgregor.com
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Natcan Investment Management
Complete range of investment management services covering the global markets.
http://www.natcan.com/
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Sovereign Offshore Limited
International financial advisers.
http://www.sovereignoffshoreltd.com
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N.M.T. Group
Trust and management services.
http://www.nmt-group.nl
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Hartford Investment Management Company
Investment advisory services to institutional clients including retirement plans, insurance
companies and mutual fund companies.
http://www.himco.com
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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.
http://www.fbpinc.com/
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RMB Asset Management
Offers retail investment services, unit trusts, structured products and offshore investments.
http://www.rmbam.co.za/
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ExeTrust Asset Management Co.,Ltd.
An intermediator to Japanese money managers / fund distributors.
http://www.exetrust.co.jp/
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Banknorth Investment Management
Provides asset management, institutional retirement plan services, personal wealth management,
estate planning and trust services.
http://www.banknorthinvestmentmanagement.com
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Forum Capital Partners LLC
Private equity firm providing management and advisory services to our investment partners and
investors worldwide.
http://www.forumcp.com
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Valcorp Securities, Inc.
Private company providing financial and consulting services to corporations and individuals in the
United States and Latin America.
http://www.valcorpsecurities.com/
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Marcuard Family Office
Financial estate and tax planning.
http://www.marcuardfamilyoffice.com/
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GFC Capital
Stock advisory, international arbitrage to high net-worth individuals.
http://www.gfccaps.com/
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Springer Investment Management
Providing Independent Investment Advice Since 1987.
http://www.simdirect.com/
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Independence Investment LLC
Investment manager offering a full array of equity, fixed income, and alternative strategies.
http://www.independence.com/
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Baker Street Advisors, LLC
Offers private wealth management services. Company details and research information.
http://www.bakerstreetadvisors.com/
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Capital Group Companies
Manages mutual funds and other investment portfolios for investors.
http://www.capgroup.com/
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Claremont Investment Partners
Advises the Industry Leaders Fund and manages private accounts based on a patent pending investment
model.
http://www.claremont.net/
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Gluskin Sheff and Associates
Wealth management for high net worth individuals.
http://www.gluskinsheff.com/
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W T Fry
Financial planning, executor and trustee services.
https://www.wtfry.com/
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Merrill Scott & Associates, Ltd.
Financial consulting firm specializing in tax minimization, and asset management strategies for
affluent individuals.
http://www.merrillscott.com/
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Horizon Investment Services
Personal money manager.
http://www.horizoninvestment.com/
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Marvin & Palmer
Investment manager founded in 1986 and focuses exclusively on equity management.
http://www.marvinandpalmer.com
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Sanderson & Stocker, Inc.
Independently owned investment management firm serving institutions and private clients.
http://www.sandersonstocker.com/
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North Capital, LLC
Portfolio manager for individuals, families, endowments, retirement plans and other institutional
investors.
http://www.northcapital.com/
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Wayne Hummer Management Company
A full service investment management service for individuals, financial institutions, foundations,
trusts, and corporations.
http://www.whmgmtco.com/
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Chalmers Wealth Advisors
Specializing in consultation, investing and managing risk, preparing for retirement and protecting
wealth.
http://www.drewchalmers.com/
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Excalibur Management Corporation
Manages investment assets for high net worth individuals, families, trusts and estates.
http://www.excalmgmt.com
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Medford Financial Group, Inc.
Management firm focused on providing investment advice and services.
http://www.medfordfinancialgroup.com/
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Newton Fund Managers Ltd
Thematic fund managers. Services to institutions and intermediaries. Product and contact detail.
http://www.newton.co.uk/
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British Columbia Investment Corporation
Professional funds management services for public bodies and publicly administered trust funds.
http://www.bcimc.com
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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.
http://www.rivolifund.com
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Members Capital Advisors, Inc.
Investment management company serving credit unions and their members.
http://www.memberscapitaladvisors.com/
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Ashburton Investment Managers
Discretionary investment management.
http://www.ashburton.com/
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Close Investments
Asset management division of Close Brothers Group plc, London, UK
http://www.closeinvestments.com/
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GlobalBridge Inc.
GlobalBridge Professional Portfolio, featuring professional money managers from the U.S.
http://www.globalbridgeinc.com
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Saladin Investment Services
Capital enhancement, real estate funding, acquisitions, mergers and hypothecation of assets.
http://www.saladin-investment.com/
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KBC Asset Management
Investment, asset and fund management company.
http://www.kbcam.com/
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Argent Financial Group, Inc.
Complete investment and trust services.
http://www.argentmoney.com/
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Twinlights Financial Group
Portfolio management, rollover and retirement planning.
http://www.twinlights.com
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Green Park Capital
A global private equity secondaries fund management company purchasing illiquid assets from
original investors.
http://www.greenparkcapital.co.uk/
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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.
http://sovereignforher.com/
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Loring, Wolcott and Coolidge Office
Offers fiduciary and investment management services.
http://lwcotrust.com/
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Smith, Collins & Associates
Comprehensive investment management and financial consulting firm specializing in tailored advice
to individuals and businesses.
http://www.smithcollins.com/
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Teraxis
Network of experts will identify and create a solution for meeting your individual investment
needs.
http://www.teraxis.com/en/index.asp
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New Mexico Investment Advisors
Cash management, annuities, IRA accounts, qualified retirement plans, financial planning.
http://www.NMinvest.com/
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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.
http://www.asapdata.com/
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Washington Securities Corporation
DC area investment corporation.
http://www.washingtonsecurities.com/
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Whistler Managers, Ltd.
Portfolio management services and tax efficient investing strategies.
http://www.whistlermanagers.com
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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
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Lee Overlay Partners
An investment management firm provides currency to institutional investors.
http://www.lee-overlay.com/
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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/
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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
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Tuffy Smith Corporation
Provides investment consulting, asset and portfolio management and financial planning services.
http://www.tuffysmith.com/
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Bedrock Capital Management, Inc.
Offers fee-based aset management, individual accounts with direct on-line access.
http://www.bedrockcap.com/
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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/
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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/
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Tamir Fishman and Co.
Israel's full-service investment banking and securities firm.
http://www.tamfish.com/
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Money Concepts
A no fee independent financial services company.
http://www.moneyconcepts.com/jbarrett
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Investment Analytics
Quantitative analysis and hedge fund management for institutional investors.
http://www.investment-analytics.com
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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/
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Wildfire Management Incorporated
International investments and financial management.
http://www.wildfireinvestments.com
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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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ABN AMRO Asset Management
Asset management operations and products.
http://www.asset.abnamro.com/
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Border Asset Management
Administering UK and offshore investment funds.
http://www.borderam.com
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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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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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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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Cardinal Capital
Investment management firm offering online trading and investment services.
http://www.cardinalcapital.net
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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Beacon Investment Management Inc.
Investment advisers,financial.
http://www.beaconinvest.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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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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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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Freestone Capital Management
Investing, wealth management.
http://www.freestonecapital.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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Philadelphia Trust Company
Money manager for individual and institutional investors.
http://www.philadelphiatrust.com
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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Equity Trustees
Funds management, investment,and superannuation.
http://www.eqt.com.au
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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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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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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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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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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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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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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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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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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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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Octavius Capital Management, LLC
An independent investment management boutique.
http://www.octaviuscapital.com/
Reviews Rating: Not yet Rated
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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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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/
Reviews Rating: Not yet Rated
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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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Cambiar Investors
A Colorado-based equity manager providing relative value oriented money management.
http://www.cambiar.com/
Reviews Rating: Not yet Rated
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Signia Capital Management
Managing investments for individual investors and institutions.
http://www.signiacapital.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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Okada Group LLC
Designs and manages investment portfolios.
http://www.okadagroup.com/
Reviews Rating: Not yet Rated
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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/
Reviews Rating: Not yet Rated
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Montgomery Investment Management Inc.
Provides portfolio management services.
http://miminvest.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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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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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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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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Briarcliff Capital Corp.
Registered investment advisors and money managers.
http://www.briarcliffcapital.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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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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BrainTrader Investments
Provides index fund trading investment strategies.
http://www.braintrader.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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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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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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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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Needelman Asset Management, Inc.
Offers domestic balanced and equity portfolios.
http://www.needelman.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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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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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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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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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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Q Investments Ltd.
A portfolio management company using proprietary investment models.
http://www.q-investments.com/
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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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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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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Wilcox Investment, Inc.
Offers portfolio supervision and customized risk management.
http://www.wilcoxinvest.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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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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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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Tag Associates, Ltd
Investment advisors.
http://www.tagassoc.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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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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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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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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Golden Gate Financial Group
Mutual fund market timing to high net worth clients.
http://www.ggfg.com/
Reviews Rating: Not yet Rated
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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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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/
Reviews Rating: Not yet Rated
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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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Chuckhughes.com
Financial advisory utilizing fundamental, technical and seasonal analysis to forecast
recommendations for stocks, options and mutual funds.
http://www.chuckhughes.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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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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Asvister
Institutional investment services with expertise in company financing.
http://www.asviter.it/
Reviews Rating: Not yet Rated
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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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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/
Reviews Rating: Not yet Rated
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Lucas Capital Management, L.L.C.
An investment firm drawing on three generations of experience.
http://www.lucascapital.com/
Reviews Rating: Not yet Rated
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Strategicf Investment Group
Provides investments services for pension funds, foundations, endowments, and high net worth
individuals.
http://www.2strategic.com
Reviews Rating: Not yet Rated
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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/
Reviews Rating: Not yet Rated
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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/
Reviews Rating: Not yet Rated
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Sabrecorp Limited
Providing advice to institutional and professional investors regarding alternative investments.
http://www.sabrecorp.net
Reviews Rating: Not yet Rated
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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/
Reviews Rating: Not yet Rated
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Korea Asset Management Corporation
State-run asset management corporation in South Korea.
http://www.kamco.or.kr/eng/index.htm
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/
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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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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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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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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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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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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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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Allegheny Investments
Comprehensive financial planning and investment management solutions.
http://www.alleghenyinvestments.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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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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Rosseau Asset Management
Specializes in alternative long term investment strategies.
http://www.rosseau-asset.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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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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Godsey and Gibb Associates Investment Counsel
Personalized investment management for individuals, corporations and foundations.
http://www.godseyandgibb.com/
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