A Money Manager firm is paid a fee to supervise and make the investment decisions of others. The term is normally used in reference to the asset manager of large institutions such as bank trust departments, pension funds, insurance companies and mutual fu...
This page was last updated on November 10th, 2008
This page was last updated on November 10th, 2008
Money Managers (from Investing)
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Needelman Asset Management, Inc.
Offers domestic balanced and equity portfolios.
Pinnacle Investments of America, Inc.
A MA registered hedge find for accredited investors.
Stonebridge Capital Management Incorporated
A professional investment firm dedicated to serving the special requirements of affluent individuals and institutions.
Hotchkis and Wiley Capital Management
Investment manager dedicated to a disciplined investment approach.
Boston Asset Management
Financial consultants for professionals who advise disabled adults and children.
Schnieders Capital Management, LLC
Provides wealth management for individuals, families and corporations.
Ambassador Capital Management
Specialized in fixed income and cash portfolio management. Providing investment advisory services to public and private sectors.
Lockey Investment Group
Provides investment adviosry and money management services.
Medford Financial Group, Inc.
Management firm focused on providing investment advice and services.
Cardinal Capital
Investment management firm offering online trading and investment services.
Delessert Financial Service
Independent financial planning and investment firm servicing the needs of high net worth individuals.
Acts Capital Management Co.
Provides asset management services to institutional investors and corporations.
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.
Ãœhispank Asset Management
Online site of the Ãœhispank Asset Management. Site is trilingual, English included.
Fiduciary Capital Management, Inc.
Provides institutional clients with stable value investment management services.
The Fry Group
Financial planning, tax planning, and executor and trustee services for British people working overseas, or UK residents receiving income from abroad.
Brown Advisory
Provides investment management, strategic advisory and brokerage services.
McGibbon Asset Management
Professional money management in the Denver Area. Specializing in growth stocks and risk management.
Firstcall India Equity Advisors Pvt. Ltd.
Offering private equity advisory and investment banking services. Mumbai, India.
Regal Capital Planners
Full service financial planners serving the Ontario area.
Meeder Financial Services
Custom investment solutions for individual and institutional investors since 1974.
Money Concepts
A no fee independent financial services company.
Barrett Capital Management, LLC
Independent money management firm specializing in equity, fixed income and hedge fund portfolios.
Signature Estate and Investments Advisors, Inc.
Fee based registered investment advisory firm offering financial planning and investment management services for affluent individuals and corporations.
GFC Capital
Stock advisory, international arbitrage to high net-worth individuals.
Credit Suisse Asset Management
Managed funds and superannuation products to a range of clients.
Furlong Investment Management
Provides asset and portfolio management. Serving both institutional and private investors. Zug, Switzerland.
Spin-Off Advisors, L.L.C.
Investment research boutique, registered investment advisor and hedge fund manager.
Atlantic Capital Management, LLC
Employee-owned registered investment advisor, in Richmond, Va.
Chestnut Hill Partners
Boutique investment banking firm with services in mergers and acquisitions to small and medium size firms.
Alaric Capital LLC
Asset management, hedging, investment advisory and equity trading services.
Tweedy, Browne Company LLC
Private investment company with 80 years experience.
Interfund Capital
Managing funds for individuals, corporations and pension plans. Staff profiles and contact details.
Legg Mason Capital Management
Institutional investment advisor specializing in value oriented large and small cap separate accounts.
Kit Cole Investment Advisory Services
Achieve financial goals through a collaborative, comprehensive and education oriented approach to investment management.
Net2invest.com
Switzerland-based independent firm providing money management services and advanced online trading systems.
IPEX, Inc.
Provides investment consulting, asset allocation analysis and performance monitoring services.
Roger Engemann and Associates, Inc.
A money manager who invests primarily in the common stocks of high-quality companies.
Emerald Capital
Discretionary management of stock portfolios.
Raven Investment Management Ltd.
B.V.I / Canada - Asset management company.
Rosseau Asset Management
Specializes in alternative long term investment strategies.
J. Zechner Associates Inc.
Providing institutional and private investment management services.
New England Schooner
Develops innovative financial solutions for individuals and corporations.
Canadian General Capital Ltd.
Provides patient investment capital, strategic advice, and tactical assistance to facilitate corporate change.
Safian Investment Research Inc.
Manages investment accounts utilizing sector rotation.
Capital Group Companies
Manages mutual funds and other investment portfolios for investors.
YMG Capital Management Inc.
Originally founded in 1983, is a full service investment counsel firm.
Signia Capital Management
Managing investments for individual investors and institutions.
Beacon Investment Management Inc.
Investment advisers,financial.
Frank Capital Partners LLC
Provides investment management services for a mutual fund and privately managed accounts.
True Capital Management
Private investment services, located in Portland, Ore.
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.
Argent Financial Group, Inc.
Complete investment and trust services.
Twinlights Financial Group
Portfolio management, rollover and retirement planning.
Weiss Money Management Inc
Investment company for money and financial management with asset advisory.
B.C. Ziegler and Company
Investment manager and provider of institutional investment services with expertise in church and school financing.
Penad Pension Services Limited
Third-party pension administration services and software for both defined benefit and defined contribution pension plans.
Asset Alliance Corporation
Investment management holding company that acquires alternative asset management firms and offers a diversified group of non-correlated, hedge fund managers.
Freestone Capital Management
Investing, wealth management.
CIC Group
Off-shore investments, proprietary research, market commentary through asset management, private equity, real estate divisions in New York, Los Angeles and Kuwait.
Potomac Fund Management
Risk managed mutual fund investment services since 1987.
Springer Investment Management
Providing Independent Investment Advice Since 1987.
Wildfire Management Incorporated
International investments and financial management.
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.
Alder Capital
Irish currency fund managers using a systematic trading approach.
Eastgate Capital Partners, Inc.
Provides services in acquisitions, corporate finance, privatization, divestment, private equity placements, and specialised project finance. Philippines.
Uhlmann Price Securities, LLC
Asset and portfolio management, alternative investments, trading and branch management.
DFL Financial Services S.A.
Futures, options and forex operations, asset and liquidity management. Lugano, Switzerland.
ALEA Capital
Supplies strategic finance, management consulting and direct equity investments for the emerging market companies in the US and Romania.
Members Capital Advisors, Inc.
Investment management company serving credit unions and their members.
Keane Capital Management, Inc.
Manages private investment partnerships for accredited investors, family wealth offices, foundations, and the private client groups of financial institutions.
Peters MacGregor Funds Management
Managed share portfolios for private investors.
Lang Asset Management, Inc.
An independent money manager, headquartered in Atlanta, specializing in short selling.
Circle Peak Capital Management LLC
A private equity investment firm that acts as a long-term management partner in minority or control-stake investments to private companies of up to $25 million in the consumer and financial services sectors.
See Financial
Offers UK-based investment advisory.
Forum Capital Partners LLC
Private equity firm providing management and advisory services to our investment partners and investors worldwide.
Innovative Investment Advisors, Inc.
Investment Advisory Firm, driven by performance and technology to achieve superior results.
Strategicf Investment Group
Provides investments services for pension funds, foundations, endowments, and high net worth individuals.
BFS Investments plc
London-based Independent asset managers.
Fenimore Asset Management, Inc.
Investments for high net worth individuals, retirement plans, trusts, endowments, foundations, and Taft-Hartley accounts.
Sovereign Offshore Limited
International financial advisers.
Alexander Badr Group
Provides investment management and related services to corporate clients, and private investors.
Alpha Capital Management
Managing assets of individuals, institutions, trusts, estates, endowment funds and retirement plans.
Credit Nacional du Luxumbourg
Offers asset and cash management services. Features include online banking through major banks, onscreen display of all managed positions.
DAL Investment Company
A registered investment advisor, specializes in long-term portfolio management.
NWQ Investment Management
Manages assets for corporate and multi employer plans, public entities, endowments, foundations and high net-worth individuals.
Tower Asset Management
Wholesale investment funds manager in the Australian market.
Legal and General
Providing savings accounts and investment plans.
J.E. Wilson Advisors, LLC
Fee-only wealth management firm providing independent financial solutions since 1982.
Finsuper
Provides employees of the finance and insurance industry with low cost, high performance superannuation.
Ashburton Investment Managers
Discretionary investment management.
IndoKapital Securities
Offers investment banking and financial advisory as well as securities trading and brokerage services.
American Portfolio Services, Inc.
Equity and fixed-income portfolio management.
Freedom Financial Solutions
Complete financial solutions to individual investors.
Advisor Partners, LLC
Partnering with financial advisors to construct and manage highly customized domestic equity portfolios.
Bill Few Associates, Inc.
A wealth management firm specializing in retirement planning, estate planning, portfolio management, and IRA accounts based in Pennsylvania.
Merrill Scott & Associates, Ltd.
Financial consulting firm specializing in tax minimization, and asset management strategies for affluent individuals.
Church House Trust
Private bankers, investment managers,and tax and trust.
Investment Analytics
Quantitative analysis and hedge fund management for institutional investors.
MLIM Americas
Offers clients asset management services and provides a wide range of mutual funds designed to meet investors needs.
GF Geneva Finance SA
An asset management company. Proposes a variety of managed investment strategies as well as individually tailored portfolios. Additional services like trusts and foundations, portfolio analysis etc. are also available.
E1 Asset Management, Inc.
Serving both institutional and individual clients domestically and internationally. New York, NY, USA.
Condor Capital
Located in Martinsville, New Jersey, is an SEC-registered growth manager who employs a combination of growth and value style investments.
NorthShore Advisors, LLC
A woman-owned institutional fixed-income money manager located in Minneapolis, MN, USA.
Roxbury Capital Management, Inc.
Combines growth stock investing with value disciplines.
SPARX Asset Management Co., Ltd.
Features investment strategies, offers fundamental research based on direct company visits.
Loring, Wolcott and Coolidge Office
Offers fiduciary and investment management services.
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.
Piedra Capital, Ltd.
Mid-cap growth manager managing assets for affulent individuals, trusts, and public funds since 1993.
WrapManager, Inc.
Offering specialized consulting in asset allocation and management, portfolio management and hedge fund.
Tamir Fishman and Co.
Israel's full-service investment banking and securities firm.
Investors Asset Management, Inc.
Manages a broad array of investment portfolios including personal accounts, both taxable and tax-deferred, trusts and charitable accounts.
Rittenhouse
Provides investment management and related financial services.
Integre Advisors
Specializes in risk/reward investing for high net worth individuals. New York, NY, USA.
Grecu Capital Management, Inc.
Independent money management firm offering service to individual and institutional clients.
NorthStar Asset Management
Specializes in the individual management of portfolios for private clients, foundations, corporations and institutions.
Rivoli Fund Management
An alternative investment firm offering an absolute return approach and a risk-averse stance to institutional and private investors.
Boston International Private Client Group
Fee based wrap account using top money managers for private placement, personal,corporate, charitable funds since 1983.
ELCO Management Company, LLC.
Offers investment solutions for high net worth individuals and institutions. Manages two specialized energy funds.
BrainTrader Investments
Provides index fund trading investment strategies.
Bedlam Asset Management
Manages equity portfolios. Information on funds, news and market commentary.
Citigroup Asset Management Europe
Offers investment management services. Information on investment funds, market news and description of products.
Century Management
Providing portfolio management and financial planning services. Staff profiles, glossary and links to related resources.
Harper Bernays
Independent investment manager specializing in Australian equities.
Cove Partners LLC
Providing corporate finance, merger and acquisition, corporate restructuring, and strategic planning advisory services.
Natcan Investment Management
Complete range of investment management services covering the global markets.
Capital Management Group Holding Co., LLC
Focused exclusively on managing hedge funds for wealthy individuals and families.
Marcuard Family Office
Financial estate and tax planning.
Emerald Capital Management
Portfolio manager specializing in quantitative analysis and Modern Portfolio Theory.
Alternative Asset Management
Hedge fund manager providing investment diversification through a technical trading system.
Banknorth Investment Management
Provides asset management, institutional retirement plan services, personal wealth management, estate planning and trust services.
Lawrence Investment Management, Inc.
Offers fee-only asset management services for individual investors. Company's profile and contact details.
Philadelphia International Advisors, LP
Offers international investment management services. Specializes in equities and ADRs.
Bedrock Capital Management, Inc.
Offers fee-based aset management, individual accounts with direct on-line access.
The Beacon Group Capital Services
A private investor, strategic advisor and wealth counselor to businesses, institutions and families.
Anisfield Investments Ltd
International financial advisory firm, specializing in corporate finance, investor relations and investment advisory services.
Sadoff Investment Management LLC
Manage investments and retirement plans. Describes investment strategy, client benefits. Features monthly newsletter and contact details.
Profisys, LLC
Independent, fee-only investment advisory firm that manages assets for individuals and small to medium sized businesses.
Parsons Capital Management
Provides investment advisory and financial consulting services for individuals, families, trusts, institutions and foundations.
Deutsche Asset Management
Global asset management service division of Deutsche Bank, providing corporate, institutional and personal investment services.
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.
North Capital, LLC
Portfolio manager for individuals, families, endowments, retirement plans and other institutional investors.
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.
Kopp Investment Advisors
An emerging growth investment manager based in Minneaplis.
Saladin Investment Services
Capital enhancement, real estate funding, acquisitions, mergers and hypothecation of assets.
Excalibur Management Corporation
Manages investment assets for high net worth individuals, families, trusts and estates.
Bidwell Institutional Services
Offers discount custody, clearing and brokerage services for investment advisors and financial planners.
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.
Q Investments Ltd.
A portfolio management company using proprietary investment models.
Pendragon Capital Management
Asset management firm offers multiple services to organizational and private investors.
FISN, Inc
Investment manager specializing in securities protected by the U.S. government.
New Mexico Investment Advisors
Cash management, annuities, IRA accounts, qualified retirement plans, financial planning.
Stepp & Rothwell, Inc.
Offers fee-only advice and assistance on estate, tax and education planning, cash flow and risk management, and wealth accumulation and preservation. Kansas, USA.
Cremerius Financial Management
Robert J. Cremerius, CPA, offers professional investment advisory services, and estate planning. for individuals and businesses.
Jacobs & Company
Advisor of the Jacobs & Company Mutual Fund (JACOX).
Coast Asset Management
Money manager in Santa Monica, Ca.
Lodestar Investment Counsel, Inc.
Provides customized, conservative value-based money management.
Storkey & Co Limited
Offers international management consultancy services. Specializing in sovereign debt, cash and risk management for central and local governments.
Liontamer Investment Management Pty Limited
Offers capital protected investment program focused on international financial markets. Features principal's profiles, news and contact details.
Millie Capital Management
An investment management company located in Menlo Park, California.
Summit Global Management Inc.
Firm focusing on water industry stocks and hard asset based companies.
Elan Asset Management
Global investment using funds of funds and alternative investments.
RMB Asset Management
Offers retail investment services, unit trusts, structured products and offshore investments.
Williams, Smith, & Thomas Asset Management
Founded in 1990, with $940 million under management.
QA3 Financial Corp.
Independent broker supporting a collaborative network of financial advisors, EPAs, and CPAs.
ABN AMRO Asset Management
Asset management operations and products.
KBC Asset Management
Investment, asset and fund management company.
Convergent Capital Management, Inc.
The money management holding company that grows by helping its affiliates grow-without encroaching upon their independence.
Central European Investment Consultancy MA Management, a.s.
Offers investment banking and corporate finance services. Staff profiles, news and contact details.
Strategic Capital Management, Inc.
Professional investment counsel and portfolio management.
Contravisory Research & Management Corp.
Offers investment management and research services for equity markets. Hingham, MA, USA.
Dorfman Investments
Offers money management services, specializing in equity value investments.
Grunden Financial Advisory, Inc.
Provides investment advice and asset management services using the Age 100 Growth Plan.
Rivergum Investors
Specialists in improving the investment process, enabling organizations to align their investment philosophy with existing corporate values.
Select Financial Group, LLC
Offers asset management and insurance services. Features guides, research and contact details.
Investment Warehouse
Specializes in financial and investment advice, discount unit trusts and offshore servicess.
Agile Investing
Investment advisory service using Exchange Traded Funds.
Tuffy Smith Corporation
Provides investment consulting, asset and portfolio management and financial planning services.
Individual Asset Management, Inc.
Offers portfolio management services locally and specialized services for U.S. expatriates and non-U.S. citizens.
Atlantic Financial
Specializes in financial planning, mutual funds, 401(k) plans, IRAs, rollovers, stocks, bonds and portfolio management. Features investing dictionary.
Cutler and Company, LLC
An independent fiduciary providing top quality investment management to individuals, as well as corporate partners.
Mercari Financial Services (Pty) Ltd
Portfolio managers and brokers, specializing in fixed income, money market and offshore investments.
Montgomery Investment Management Inc.
Provides portfolio management services.
Laidlaw Group, LLC
A capital management firm providing a growth at the right price investment approach.
Mundell and Associates LLC.
Specializes in insurance and investment products. Located in Morgantown, West Virginia, USA.
Southfield Investment Advisors
Growth style investment management services for individuals, IRA's, trusts, defined benefit plans and profit-sharing plans.Â
A.R. Schmeidler & Co., Inc.
Specializing in managing equity, balanced and fixed income portfolios for high-net-worth individuals and institutions.
John W Henry and Company Inc.
Manages futures-based portfolios.
Capital Investment Services of America, Inc.
Actively managed fixed income and mid- to large-cap equity investment.
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.
Tsai Capital Corporation
Offering equity portfolio management.
W T Fry
Financial planning, executor and trustee services.
Golden Gate Financial Group
Mutual fund market timing to high net worth clients.
Campbell Newman Asset Management
Investment management and financial planning services to individual and institutional clients.
Baring Asset Management
A global investment management firm.
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.
Lighthouse Capital Management
Investment advisory services for individuals, corporations, retirement funds, trusts and charitable institutions. Based in Houston Texas.
Whistler Managers, Ltd.
Portfolio management services and tax efficient investing strategies.
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.
Avalon Capital Management
Investment management and financial planning services for individuals and families in the San Francisco Bay Area, USA.
Meridian Investments
A private account asset manager for individuals and institutions.
Sanford C. Bernstein and Co., Inc.
Manages portfolios and provides investment research.
Cambiar Investors
A Colorado-based equity manager providing relative value oriented money management.
ASC Advisory Group, Inc.
Independent advisors to U.S. and international fiduciaries.
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.
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.
Godsey and Gibb Associates Investment Counsel
Personalized investment management for individuals, corporations and foundations.
Slayton Lewis, Inc.
Offers financial planning and investment services.
The Invico Group
Offers asset management services for private and institutional investors. Also company formation, accounting and administrative services. Switzerland.
Terry Balding and Associates
This site will give you essential information for getting on the right track to money management.
Lucas Capital Management, L.L.C.
An investment firm drawing on three generations of experience.
Windsor Asset Management
Fee-only certified financial planner with a long term approach.
Washington Securities Corporation
DC area investment corporation.
DSM Capital Partner
Offers domestic balanced and equity portfolios.
A MA registered hedge find for accredited investors.
A professional investment firm dedicated to serving the special requirements of affluent individuals and institutions.
Investment manager dedicated to a disciplined investment approach.
Financial consultants for professionals who advise disabled adults and children.
Provides wealth management for individuals, families and corporations.
Specialized in fixed income and cash portfolio management. Providing investment advisory services to public and private sectors.
Provides investment adviosry and money management services.
Management firm focused on providing investment advice and services.
Investment management firm offering online trading and investment services.
Independent financial planning and investment firm servicing the needs of high net worth individuals.
Provides asset management services to institutional investors and corporations.
Investment management arm of the Bank of Ireland Group, with investments in global securities for a wide range of clients.
Online site of the Ãœhispank Asset Management. Site is trilingual, English included.
Provides institutional clients with stable value investment management services.
Financial planning, tax planning, and executor and trustee services for British people working overseas, or UK residents receiving income from abroad.
Provides investment management, strategic advisory and brokerage services.
Professional money management in the Denver Area. Specializing in growth stocks and risk management.
Offering private equity advisory and investment banking services. Mumbai, India.
Full service financial planners serving the Ontario area.
Custom investment solutions for individual and institutional investors since 1974.
A no fee independent financial services company.
Independent money management firm specializing in equity, fixed income and hedge fund portfolios.
Fee based registered investment advisory firm offering financial planning and investment management services for affluent individuals and corporations.
Stock advisory, international arbitrage to high net-worth individuals.
Managed funds and superannuation products to a range of clients.
Provides asset and portfolio management. Serving both institutional and private investors. Zug, Switzerland.
Investment research boutique, registered investment advisor and hedge fund manager.
Employee-owned registered investment advisor, in Richmond, Va.
Boutique investment banking firm with services in mergers and acquisitions to small and medium size firms.
Asset management, hedging, investment advisory and equity trading services.
Private investment company with 80 years experience.
Managing funds for individuals, corporations and pension plans. Staff profiles and contact details.
Institutional investment advisor specializing in value oriented large and small cap separate accounts.
Achieve financial goals through a collaborative, comprehensive and education oriented approach to investment management.
Switzerland-based independent firm providing money management services and advanced online trading systems.
Provides investment consulting, asset allocation analysis and performance monitoring services.
A money manager who invests primarily in the common stocks of high-quality companies.
Discretionary management of stock portfolios.
B.V.I / Canada - Asset management company.
Specializes in alternative long term investment strategies.
Providing institutional and private investment management services.
Develops innovative financial solutions for individuals and corporations.
Provides patient investment capital, strategic advice, and tactical assistance to facilitate corporate change.
Manages investment accounts utilizing sector rotation.
Manages mutual funds and other investment portfolios for investors.
Originally founded in 1983, is a full service investment counsel firm.
Managing investments for individual investors and institutions.
Investment advisers,financial.
Provides investment management services for a mutual fund and privately managed accounts.
Private investment services, located in Portland, Ore.
Offers personal financial planning services in association with Iqon Financial Inc. Features products and services offered and a brief questions and answers section.
Complete investment and trust services.
Portfolio management, rollover and retirement planning.
Investment company for money and financial management with asset advisory.
Investment manager and provider of institutional investment services with expertise in church and school financing.
Third-party pension administration services and software for both defined benefit and defined contribution pension plans.
Investment management holding company that acquires alternative asset management firms and offers a diversified group of non-correlated, hedge fund managers.
Investing, wealth management.
Off-shore investments, proprietary research, market commentary through asset management, private equity, real estate divisions in New York, Los Angeles and Kuwait.
Risk managed mutual fund investment services since 1987.
Providing Independent Investment Advice Since 1987.
International investments and financial management.
Providing segregated and pooled fund services to institutional and retail clients. Offers balanced, equity, fixed-income, U.S., International and Global mandates.
Irish currency fund managers using a systematic trading approach.
Provides services in acquisitions, corporate finance, privatization, divestment, private equity placements, and specialised project finance. Philippines.
Asset and portfolio management, alternative investments, trading and branch management.
Futures, options and forex operations, asset and liquidity management. Lugano, Switzerland.
Supplies strategic finance, management consulting and direct equity investments for the emerging market companies in the US and Romania.
Investment management company serving credit unions and their members.
Manages private investment partnerships for accredited investors, family wealth offices, foundations, and the private client groups of financial institutions.
Managed share portfolios for private investors.
An independent money manager, headquartered in Atlanta, specializing in short selling.
A private equity investment firm that acts as a long-term management partner in minority or control-stake investments to private companies of up to $25 million in the consumer and financial services sectors.
Offers UK-based investment advisory.
Private equity firm providing management and advisory services to our investment partners and investors worldwide.
Investment Advisory Firm, driven by performance and technology to achieve superior results.
Provides investments services for pension funds, foundations, endowments, and high net worth individuals.
London-based Independent asset managers.
Investments for high net worth individuals, retirement plans, trusts, endowments, foundations, and Taft-Hartley accounts.
International financial advisers.
Provides investment management and related services to corporate clients, and private investors.
Managing assets of individuals, institutions, trusts, estates, endowment funds and retirement plans.
Offers asset and cash management services. Features include online banking through major banks, onscreen display of all managed positions.
A registered investment advisor, specializes in long-term portfolio management.
Manages assets for corporate and multi employer plans, public entities, endowments, foundations and high net-worth individuals.
Wholesale investment funds manager in the Australian market.
Providing savings accounts and investment plans.
Fee-only wealth management firm providing independent financial solutions since 1982.
Provides employees of the finance and insurance industry with low cost, high performance superannuation.
Discretionary investment management.
Offers investment banking and financial advisory as well as securities trading and brokerage services.
Equity and fixed-income portfolio management.
Complete financial solutions to individual investors.
Partnering with financial advisors to construct and manage highly customized domestic equity portfolios.
A wealth management firm specializing in retirement planning, estate planning, portfolio management, and IRA accounts based in Pennsylvania.
Financial consulting firm specializing in tax minimization, and asset management strategies for affluent individuals.
Private bankers, investment managers,and tax and trust.
Quantitative analysis and hedge fund management for institutional investors.
Offers clients asset management services and provides a wide range of mutual funds designed to meet investors needs.
An asset management company. Proposes a variety of managed investment strategies as well as individually tailored portfolios. Additional services like trusts and foundations, portfolio analysis etc. are also available.
Serving both institutional and individual clients domestically and internationally. New York, NY, USA.
Located in Martinsville, New Jersey, is an SEC-registered growth manager who employs a combination of growth and value style investments.
A woman-owned institutional fixed-income money manager located in Minneapolis, MN, USA.
Combines growth stock investing with value disciplines.
Features investment strategies, offers fundamental research based on direct company visits.
Offers fiduciary and investment management services.
Derivatives asset management solutions to both private and institutional investors around the world, FX, CFD's, realtime charting, free downloads of online routing systems.
Mid-cap growth manager managing assets for affulent individuals, trusts, and public funds since 1993.
Offering specialized consulting in asset allocation and management, portfolio management and hedge fund.
Israel's full-service investment banking and securities firm.
Manages a broad array of investment portfolios including personal accounts, both taxable and tax-deferred, trusts and charitable accounts.
Provides investment management and related financial services.
Specializes in risk/reward investing for high net worth individuals. New York, NY, USA.
Independent money management firm offering service to individual and institutional clients.
Specializes in the individual management of portfolios for private clients, foundations, corporations and institutions.
An alternative investment firm offering an absolute return approach and a risk-averse stance to institutional and private investors.
Fee based wrap account using top money managers for private placement, personal,corporate, charitable funds since 1983.
Offers investment solutions for high net worth individuals and institutions. Manages two specialized energy funds.
Provides index fund trading investment strategies.
Manages equity portfolios. Information on funds, news and market commentary.
Offers investment management services. Information on investment funds, market news and description of products.
Providing portfolio management and financial planning services. Staff profiles, glossary and links to related resources.
Independent investment manager specializing in Australian equities.
Providing corporate finance, merger and acquisition, corporate restructuring, and strategic planning advisory services.
Complete range of investment management services covering the global markets.
Focused exclusively on managing hedge funds for wealthy individuals and families.
Financial estate and tax planning.
Portfolio manager specializing in quantitative analysis and Modern Portfolio Theory.
Hedge fund manager providing investment diversification through a technical trading system.
Provides asset management, institutional retirement plan services, personal wealth management, estate planning and trust services.
Offers fee-only asset management services for individual investors. Company's profile and contact details.
Offers international investment management services. Specializes in equities and ADRs.
Offers fee-based aset management, individual accounts with direct on-line access.
A private investor, strategic advisor and wealth counselor to businesses, institutions and families.
International financial advisory firm, specializing in corporate finance, investor relations and investment advisory services.
Manage investments and retirement plans. Describes investment strategy, client benefits. Features monthly newsletter and contact details.
Independent, fee-only investment advisory firm that manages assets for individuals and small to medium sized businesses.
Provides investment advisory and financial consulting services for individuals, families, trusts, institutions and foundations.
Global asset management service division of Deutsche Bank, providing corporate, institutional and personal investment services.
Providing segregated and pooled fund services to institutional and retail clients, offering balanced, equity, fixed-income, U.S., international and Global mandates.
Portfolio manager for individuals, families, endowments, retirement plans and other institutional investors.
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.
An emerging growth investment manager based in Minneaplis.
Capital enhancement, real estate funding, acquisitions, mergers and hypothecation of assets.
Manages investment assets for high net worth individuals, families, trusts and estates.
Offers discount custody, clearing and brokerage services for investment advisors and financial planners.
Professional portfolio management for ERISA accounts, pension plans, profit-sharing plans, defined benefit plans, IRA's, family limited partnerships, trust accounts, and taxable portfolios.
A portfolio management company using proprietary investment models.
Asset management firm offers multiple services to organizational and private investors.
Investment manager specializing in securities protected by the U.S. government.
Cash management, annuities, IRA accounts, qualified retirement plans, financial planning.
Offers fee-only advice and assistance on estate, tax and education planning, cash flow and risk management, and wealth accumulation and preservation. Kansas, USA.
Robert J. Cremerius, CPA, offers professional investment advisory services, and estate planning. for individuals and businesses.
Advisor of the Jacobs & Company Mutual Fund (JACOX).
Money manager in Santa Monica, Ca.
Provides customized, conservative value-based money management.
Offers international management consultancy services. Specializing in sovereign debt, cash and risk management for central and local governments.
Offers capital protected investment program focused on international financial markets. Features principal's profiles, news and contact details.
An investment management company located in Menlo Park, California.
Firm focusing on water industry stocks and hard asset based companies.
Global investment using funds of funds and alternative investments.
Offers retail investment services, unit trusts, structured products and offshore investments.
Founded in 1990, with $940 million under management.
Independent broker supporting a collaborative network of financial advisors, EPAs, and CPAs.
Asset management operations and products.
Investment, asset and fund management company.
The money management holding company that grows by helping its affiliates grow-without encroaching upon their independence.
Offers investment banking and corporate finance services. Staff profiles, news and contact details.
Professional investment counsel and portfolio management.
Offers investment management and research services for equity markets. Hingham, MA, USA.
Offers money management services, specializing in equity value investments.
Provides investment advice and asset management services using the Age 100 Growth Plan.
Specialists in improving the investment process, enabling organizations to align their investment philosophy with existing corporate values.
Offers asset management and insurance services. Features guides, research and contact details.
Specializes in financial and investment advice, discount unit trusts and offshore servicess.
Investment advisory service using Exchange Traded Funds.
Provides investment consulting, asset and portfolio management and financial planning services.
Offers portfolio management services locally and specialized services for U.S. expatriates and non-U.S. citizens.
Specializes in financial planning, mutual funds, 401(k) plans, IRAs, rollovers, stocks, bonds and portfolio management. Features investing dictionary.
An independent fiduciary providing top quality investment management to individuals, as well as corporate partners.
Portfolio managers and brokers, specializing in fixed income, money market and offshore investments.
Provides portfolio management services.
A capital management firm providing a growth at the right price investment approach.
Specializes in insurance and investment products. Located in Morgantown, West Virginia, USA.
Growth style investment management services for individuals, IRA's, trusts, defined benefit plans and profit-sharing plans.Â
Specializing in managing equity, balanced and fixed income portfolios for high-net-worth individuals and institutions.
Manages futures-based portfolios.
Actively managed fixed income and mid- to large-cap equity investment.
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.
Offering equity portfolio management.
Financial planning, executor and trustee services.
Mutual fund market timing to high net worth clients.
Investment management and financial planning services to individual and institutional clients.
A global investment management firm.
Australia's second largest wholesale funds manager. With profile, products, and performance history. Investments include cash, property Australiana and overseas shares.
Investment advisory services for individuals, corporations, retirement funds, trusts and charitable institutions. Based in Houston Texas.
Portfolio management services and tax efficient investing strategies.
A registered investment advisor providing fully managed investment services to a variety of clients including individuals, trusts, pension funds, 401K plans and corporations.
Investment management and financial planning services for individuals and families in the San Francisco Bay Area, USA.
A private account asset manager for individuals and institutions.
Manages portfolios and provides investment research.
A Colorado-based equity manager providing relative value oriented money management.
Independent advisors to U.S. and international fiduciaries.
Investment manager, financial radio show host, speaker provides investment and asset management expertise to private clients and investment groups. Booking and contact details.
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.
Personalized investment management for individuals, corporations and foundations.
Offers financial planning and investment services.
Offers asset management services for private and institutional investors. Also company formation, accounting and administrative services. Switzerland.
This site will give you essential information for getting on the right track to money management.
An investment firm drawing on three generations of experience.
Fee-only certified financial planner with a long term approach.
DC area investment corporation.