This category covers investment services that cater to businesses including asset and investment management, 401(K) and pension plan management, capital raising and financing services, and financial advisory services....
This page was last updated on August 30th, 2008
This page was last updated on August 30th, 2008
Investment Services (from Financial Services)
Canadian Content » Business » Financial_Services » Investment_Services »
Matrix Settlement and Clearance Services, LLC
Service bureau offers automated mutual fund clearing and settlement services.
Investor Aadvisor
Online community where investors and advisors can come together for each others mutual benefit.
Sorrento Group
Financial services group providing fee-based investment advice to high net worth individuals and early-stage venture capital and advice for businesses.
New England Pension Consultants
A full-service investment-consulting firm based in Cambridge, Massachusetts.
Asset Management Consulting AG
Swiss portfolio and asset managers based in Zurich.
Bay Harbor Partners
Secondary market services for investors in private equity partnership interests.
The Forestland Group
Acquires and manages timberland investments for institutions, families, and individuals.
Indochina Group Ltd
Provides investment services to high net worth individuals and privately held companies.
Venfin Limited
A technology investment holding company that mainly concentrated on investing in telecommunications and information technology.
Ramirez and Co., Inc.
A full service securities firm.
InvestorForce
Develops online tools for intitutional investors, money managers, and plan sponsorts to help them manage their clients more efficiently.
Debt on Net India
Web-based interface for private placement, buyback, distribution of Indian debt paper. Provides comprehensive debt market information, and databases.
Guard Capital
Family-owned US Insurance and banking group planning to offer investment and life insurance products.
Investment Scorecard, Inc.
Investment Scorecard, Inc. provides performance reports to financial services firms and their clients. Our technology produces accurate, detailed and flexible print, CD-ROM and Internet reports.
Fincorp Investements Limited
Provides non-bank finance and investments.
C. E. Unterberg
Offers investment services for high growth technology companies in the US.
Lee Munder Capital Group
Provides comprehensive investment solutions for a full range of risk parameters.
Amazon Investment Group
Independent investment firm that gives investment recommendations.
Acadia Advisors
Specializes in corporate valuation, and provides analytical software to institutional investors to compare and contrast securities.
PTS Asset Management
SEC registered investment advisor providing specialized management of mutual funds, variable annuities, variable life and individual participant 401k account.
Multi strategy fund of hedge funds
Amsterdam-based fund of hedge funds aiming for low volatility.
Bridport Investor Services
Offers independent, personalized and conflict-free advice to institutional investors on all fixed income markets.
Alexander Capital Markets, LLC
Offers custom structured financing services for corporate clients and manages HedgeLoan financing exclusively for The HedgeLender Partnership.
Old Mutual Asset Managers (OMAM)
A multi-national asset management business, whose operations are subsidiaries of Old Mutual, a London-listed international financial services group.
United Bankers
Provides global advisory, execution and custodian service.
Do Diligence Partners, Inc.
Offers technology due diligence and implementation services to investors, technology companies, IT organizations and corporations.
Charteris Treasury Portfolio Managers
UK-based asset managers specialising in discretionary portfolio management
Lucid Issuer Services Ltd
Agency providing research into identifying and communicating with bondholders and providing strategies to obtain consent to tender and exchange offers, complex Schemes of Arrangement and consensual restructurings.
Barra, Inc.
Provides analytical models, consulting and money management services.
E. Magnus Oppenheim & Co., Inc.
Specializes in institutional investment research, concentrating on fundamental in-depth analysis of securities in search of capital appreciation investment opportunities.
BD Advantage, Inc.
Provides a B2B marketplace for broker dealers to share ideas and technologies, cross sell their products and services, and advertise directly to one another.
Close Brothers Ltd Treasury Services
Provides money market deposit services for companies and individuals. Instant access call accounts, notice accounts, foreign exchange, and good investment advice.
A.B. Korelin & Associates
Offers consulting services companies who wish to be listed on United States stock exchanges.
Rockefeller and Co
Investment management firm for wealthy families, foundations and non-profit organizations.
Canada US Investment
Offers business advisory services, including feasibility of investing, starting a business, joint venture, franchise in Canada and USA, business plan development
Peter L. Bernstein, Inc.
An economic consultant to institutional investors.
UBG Financial Corporation
Arranges cross-border debt financing for large corporates utilising specific corporate finance strategies.
Mooring Financial Corporation
Private investment firm that owns and manages financial assets, including commercial loan portfolios, real estate tax liens, real estate and other specialized investments
Sai Securities and Consultants
Investment and tax consultancy company based in Chennai, India.
Quantitative Investment Management LLC
A global investment firm specializing in alternative investment strategies for institutional and private investors.
Tax credits marketplace
Intermediaries specialising in facilitating conversion of US rehabilitation historic tax credits.
Commonfund
Provides fund management and investment advice for nonprofit institutions.
Darier Hentsch & Cie
Private bank in Geneva, Switzerland specialising in management of private and institutional assets and of investment funds.
NewSmith Capital Partners
Offers investment management and corporate finance services to businesses and high net worth individuals
GW Holdings
A diversified investment management firm with interests in real estate, land development, technology, wireless communications
Fidelity CashManager
Designed for clients investing in the Fidelity institutional money market funds.
Kelly Financial Group
Provides investment services to professionals, the affluent and their families.
PrivateTrade
Private Equity Partnerships for investors.
The Share Option Centre
Offers management of employee share schemes.
Cramer Rosenthal McGlynn
Offers investment and asset management services to wealthy families and institutions
Long-Term Asset Management
Hong Kong based investment management firm. Services include setting up legal structures, advising on estate and succession planning, reviewing an existing portfolio of mutual funds, and, reviewing investment proposals.
Malipayon Fund Information
Subscription-based access to extensive searchable database of investment funds worldwide
FTI Institutional
Offers investment capabilities of three asset management organizations: Franklin, Templeton, and Fiduciary Trust International.
Avatar Associates
Portfolio evaluation and profitability acceleration, specializing in energy and technology markets.
Chesterman Consultants
A Hong Kong based financial services company which specialises in creative financial strategies for corporate and high net worth individual clients
MacGold Direct Inc.
Financial investigators and investment dispute consultants for Canada.
GlobeOp Financial Services
Provides services to successfully launch and operate a private investment entity.
Watt Carmichael
Serves its personal and institutional clients with a full range of private wealth management financial and advisory services.
The Swiss Advantage
Provides unbiased information to those seeking offshore investment opportunities.
Babson-United, Inc.
Offers newsletters, SRC stock charts, and investment advisor services.
Great Plains Trust Company
Providing a full spectrum of investment services.
Terry McDaniel and Company
Provides investment counseling and portfolio management services.
Close Brothers Investment Limited
Services include origination, sponsorship, management and marketing of both tax based and property based personal investment products.
Wellington Management Company
Provides a comprehensive range investment services to public and private institutions.
Galaxy Portfolio Services
Advisory firm services the sophisticated investor through a range of unit-linked investment products.
International Financial Data Services (IFDS)
Offers the global collective investment industry specialised BPO and ASP services. A joint venture of DST Systems and State Street.
Altin AG
Provides private and institutional investors with access to a diversified portfolio of hedge funds or similar alternative investments with daily liquidity.
YHB Retirement Services
Offers investment plans, recordkeeping, full access to participant account information, and education services for companies and employees.
Forest Capital Partners, LLC
Provides timberland investment services to the affluent.
Odewald & Compagnie
Within the framework of private equity transactions,invests in established, high-growth medium-sized companies domiciled in German-speaking countries.
MicroRate
A rating agency dedicated to the evaluation of microfinance institutions. Its objectives are to quantify fiduciary and credit risk for potential investors or creditors.
Zero Alpha Group
Member investment advisory firms provide objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.
European Contact, Inc.
Places investors in international high yield investment programs.
Institutional Investor Online
Contains articles, banking, mutual fund advice, portfolio strategies, and research.
Advisorport
Gives investment advisors the power to outsource and customize key advisor functions.
Shields and Associates
Offers comprehensive asset management consulting to corporate plan sponsors, foundations and endowments and to high-net-worth individuals.
Prudential-Bache International
Provides investment advice and services to clients throughout the world.
Arnerich Massena & Associates, Inc.
Investment consulting firm assists institutional and private clients.
Redbus Group
Redbus Investments, and the companies they have invested in so far.
Hargis Financial
Offers fee based personalized portfolio management for high net worth individuals worldwide. Also offers a weekly market commentary newsletter for the public.
Econophysica Ltd
Provides derivatives pricing and risk evaluation services.
Oakwood Capital Management
Specializes in small and mid-cap investment management.
AdvisoryWorld.com
Provides financial tools and services to professional investors.
Atlantica Associates
Provides research support for global investment strategies, focusing on exchange rate related gains and risks.
Eklubs
Designed to assist investment clubs manage their accounting and administration needs.
Separate Account Solutions
Provides open wholesale separate account plattform to financial service institutions.
Mesirow Financial
Offers investment management, securities, investment banking insurance services.
The Arbitrage Group
Provider of arbitrage rebate and mathematical verification services.
AdvisorTech Corp.
Provider of internet technologies and brokerage services to financial intermediaries.
GicDirect.com
They provide rates on gic and term deposits in Canada and also have a currency exchange and a mortgage service.
FundQuest Inc.
FundQuest Incorporated designs, develops, and operates branded, flexible fee-based investment programs for financial institutions.
Photonics Investments
Provides investment services and management consulting to the optics/photonics industry.
Thomson Management Solutions, Inc.
Solving the puzzles that face the financial services industry.
Taylor Young Investment Management
Provides investment services for individuals, charities and institutions.
Investors Referral Service, Inc
Service designed to match investors to financial professionals products and services.
Armstrong Pacific Co., Inc.
Provides services such as equity investment, business advisory, enterprise incubation, and project management.
Interactive Investor International Plc
Offers online financial services ti UK investors. (Nasdaq: IINV).
Deutsche Bank Global Securities Services
Global network supports investors in markets worldwide, covering most of the developed and emerging markets.
Wealth Saver
Offers financial advice on stock and commodity investments and related services.
Bear Stearns Global Clearing
Focuses on the strategic and operational needs of the financial services professional.
The Consortium
Renders compliance, practice management and marketing support to broker/dealers and investment advisors.
Commonwealth Church Finance
Serving churches and non-profit organizations with capital funding needs.
Cincinnati Capital Homepage
Provides corporate finance, private equity, mergers and acquisitions, turnaround workouts and financial advisory services.
Laton Capital Group
Operates in the Australian capital markets providing a broad range of financial services to large private and small public companies
TimesSquare Capital Management, Inc.
An asset manager focused on meeting the investment needs of the institutional marketplace.
Mercer Investment Consulting
Global consulting firm offers pension and investment articles, news, software and services.
Holloway & Associates
Wise investment and wealth creation, financial Services and advice.
Portfolio Monitor
Automates many of the repetitive tasks associated with portfolio management.
Nubase Technologies Inc.
Enterprise e-Business enabler and application service provider for the financial services industry. Offers proprietary turnkey systems to discount brokerage firms.
Price Pattern Prediction
Offers stock market predictions using advanced mathematics.
Pharos Financial Group
Provides institutions and private investors an opportunity to gain exposure to the emerging markets of the former Soviet Union.
The Investment House
Providers of financial and real estate investment services in the Middle East.
Markov Processes International
Investment technology firm providing analytical software tools and services to the institutional investment marketplace.
Fund Information resource
Fund information for world wide investors
Credit Bancorp
Offers financial planning and investment services to high-end clients.
Off Wall Street Consulting Group
Provides research and buy/sell recommendations to professional money managers.
Phillips & Drew
Value manager offering a wide range of investment services on a global basis.
FDL Financial Services
Full service investment and asset management firm located in downtown Washington, D.C.
Ultimus Fund Solutions
Provides management services to small to medium-sized mutual fund groups.
NewRiver Investor Communications, Inc.
Provides electronic communications solutions to the brokerage, mutual fund and insurance industries.
North American Pension Services
Consultant offers financial planning services in the areas of retirement and investing management.
Austderiv Pty Ltd
Offers services to investors seeking portfolio management in the Australian stock market.
Service bureau offers automated mutual fund clearing and settlement services.
Online community where investors and advisors can come together for each others mutual benefit.
Financial services group providing fee-based investment advice to high net worth individuals and early-stage venture capital and advice for businesses.
A full-service investment-consulting firm based in Cambridge, Massachusetts.
Swiss portfolio and asset managers based in Zurich.
Secondary market services for investors in private equity partnership interests.
Acquires and manages timberland investments for institutions, families, and individuals.
Provides investment services to high net worth individuals and privately held companies.
A technology investment holding company that mainly concentrated on investing in telecommunications and information technology.
A full service securities firm.
Develops online tools for intitutional investors, money managers, and plan sponsorts to help them manage their clients more efficiently.
Web-based interface for private placement, buyback, distribution of Indian debt paper. Provides comprehensive debt market information, and databases.
Family-owned US Insurance and banking group planning to offer investment and life insurance products.
Investment Scorecard, Inc. provides performance reports to financial services firms and their clients. Our technology produces accurate, detailed and flexible print, CD-ROM and Internet reports.
Provides non-bank finance and investments.
Offers investment services for high growth technology companies in the US.
Provides comprehensive investment solutions for a full range of risk parameters.
Amazon Investment GroupIndependent investment firm that gives investment recommendations.
Specializes in corporate valuation, and provides analytical software to institutional investors to compare and contrast securities.
SEC registered investment advisor providing specialized management of mutual funds, variable annuities, variable life and individual participant 401k account.
Amsterdam-based fund of hedge funds aiming for low volatility.
Offers independent, personalized and conflict-free advice to institutional investors on all fixed income markets.
Offers custom structured financing services for corporate clients and manages HedgeLoan financing exclusively for The HedgeLender Partnership.
A multi-national asset management business, whose operations are subsidiaries of Old Mutual, a London-listed international financial services group.
Provides global advisory, execution and custodian service.
Offers technology due diligence and implementation services to investors, technology companies, IT organizations and corporations.
UK-based asset managers specialising in discretionary portfolio management
Agency providing research into identifying and communicating with bondholders and providing strategies to obtain consent to tender and exchange offers, complex Schemes of Arrangement and consensual restructurings.
Provides analytical models, consulting and money management services.
Specializes in institutional investment research, concentrating on fundamental in-depth analysis of securities in search of capital appreciation investment opportunities.
Provides a B2B marketplace for broker dealers to share ideas and technologies, cross sell their products and services, and advertise directly to one another.
Provides money market deposit services for companies and individuals. Instant access call accounts, notice accounts, foreign exchange, and good investment advice.
Offers consulting services companies who wish to be listed on United States stock exchanges.
Investment management firm for wealthy families, foundations and non-profit organizations.
Offers business advisory services, including feasibility of investing, starting a business, joint venture, franchise in Canada and USA, business plan development
An economic consultant to institutional investors.
Arranges cross-border debt financing for large corporates utilising specific corporate finance strategies.
Private investment firm that owns and manages financial assets, including commercial loan portfolios, real estate tax liens, real estate and other specialized investments
Investment and tax consultancy company based in Chennai, India.
A global investment firm specializing in alternative investment strategies for institutional and private investors.
Intermediaries specialising in facilitating conversion of US rehabilitation historic tax credits.
Provides fund management and investment advice for nonprofit institutions.
Private bank in Geneva, Switzerland specialising in management of private and institutional assets and of investment funds.
Offers investment management and corporate finance services to businesses and high net worth individuals
A diversified investment management firm with interests in real estate, land development, technology, wireless communications
Designed for clients investing in the Fidelity institutional money market funds.
Provides investment services to professionals, the affluent and their families.
Private Equity Partnerships for investors.
Offers management of employee share schemes.
Offers investment and asset management services to wealthy families and institutions
Hong Kong based investment management firm. Services include setting up legal structures, advising on estate and succession planning, reviewing an existing portfolio of mutual funds, and, reviewing investment proposals.
Subscription-based access to extensive searchable database of investment funds worldwide
Offers investment capabilities of three asset management organizations: Franklin, Templeton, and Fiduciary Trust International.
Portfolio evaluation and profitability acceleration, specializing in energy and technology markets.
A Hong Kong based financial services company which specialises in creative financial strategies for corporate and high net worth individual clients
Financial investigators and investment dispute consultants for Canada.
Provides services to successfully launch and operate a private investment entity.
Serves its personal and institutional clients with a full range of private wealth management financial and advisory services.
Provides unbiased information to those seeking offshore investment opportunities.
Offers newsletters, SRC stock charts, and investment advisor services.
Providing a full spectrum of investment services.
Provides investment counseling and portfolio management services.
Services include origination, sponsorship, management and marketing of both tax based and property based personal investment products.
Provides a comprehensive range investment services to public and private institutions.
Advisory firm services the sophisticated investor through a range of unit-linked investment products.
Offers the global collective investment industry specialised BPO and ASP services. A joint venture of DST Systems and State Street.
Provides private and institutional investors with access to a diversified portfolio of hedge funds or similar alternative investments with daily liquidity.
Offers investment plans, recordkeeping, full access to participant account information, and education services for companies and employees.
Provides timberland investment services to the affluent.
Within the framework of private equity transactions,invests in established, high-growth medium-sized companies domiciled in German-speaking countries.
A rating agency dedicated to the evaluation of microfinance institutions. Its objectives are to quantify fiduciary and credit risk for potential investors or creditors.
Member investment advisory firms provide objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.
Places investors in international high yield investment programs.
Contains articles, banking, mutual fund advice, portfolio strategies, and research.
Gives investment advisors the power to outsource and customize key advisor functions.
Offers comprehensive asset management consulting to corporate plan sponsors, foundations and endowments and to high-net-worth individuals.
Provides investment advice and services to clients throughout the world.
Investment consulting firm assists institutional and private clients.
Redbus Investments, and the companies they have invested in so far.
Offers fee based personalized portfolio management for high net worth individuals worldwide. Also offers a weekly market commentary newsletter for the public.
Provides derivatives pricing and risk evaluation services.
Specializes in small and mid-cap investment management.
Provides financial tools and services to professional investors.
Provides research support for global investment strategies, focusing on exchange rate related gains and risks.
Designed to assist investment clubs manage their accounting and administration needs.
Provides open wholesale separate account plattform to financial service institutions.
Offers investment management, securities, investment banking insurance services.
Provider of arbitrage rebate and mathematical verification services.
Provider of internet technologies and brokerage services to financial intermediaries.
They provide rates on gic and term deposits in Canada and also have a currency exchange and a mortgage service.
FundQuest Incorporated designs, develops, and operates branded, flexible fee-based investment programs for financial institutions.
Provides investment services and management consulting to the optics/photonics industry.
Solving the puzzles that face the financial services industry.
Provides investment services for individuals, charities and institutions.
Service designed to match investors to financial professionals products and services.
Provides services such as equity investment, business advisory, enterprise incubation, and project management.
Offers online financial services ti UK investors. (Nasdaq: IINV).
Global network supports investors in markets worldwide, covering most of the developed and emerging markets.
Offers financial advice on stock and commodity investments and related services.
Focuses on the strategic and operational needs of the financial services professional.
Renders compliance, practice management and marketing support to broker/dealers and investment advisors.
Serving churches and non-profit organizations with capital funding needs.
Provides corporate finance, private equity, mergers and acquisitions, turnaround workouts and financial advisory services.
Operates in the Australian capital markets providing a broad range of financial services to large private and small public companies
An asset manager focused on meeting the investment needs of the institutional marketplace.
Global consulting firm offers pension and investment articles, news, software and services.
Wise investment and wealth creation, financial Services and advice.
Automates many of the repetitive tasks associated with portfolio management.
Enterprise e-Business enabler and application service provider for the financial services industry. Offers proprietary turnkey systems to discount brokerage firms.
Offers stock market predictions using advanced mathematics.
Provides institutions and private investors an opportunity to gain exposure to the emerging markets of the former Soviet Union.
Providers of financial and real estate investment services in the Middle East.
Investment technology firm providing analytical software tools and services to the institutional investment marketplace.
Fund information for world wide investors
Offers financial planning and investment services to high-end clients.
Provides research and buy/sell recommendations to professional money managers.
Value manager offering a wide range of investment services on a global basis.
Full service investment and asset management firm located in downtown Washington, D.C.
Provides management services to small to medium-sized mutual fund groups.
Provides electronic communications solutions to the brokerage, mutual fund and insurance industries.
Consultant offers financial planning services in the areas of retirement and investing management.
Offers services to investors seeking portfolio management in the Australian stock market.
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