- Acadia Asset Management [IA][Direct] -
Financial planning services, including investment advice and management, personal financial planning, and business valuations.
- Advisers Capital Management, Inc [IA][Direct] -
Woman-owned, institutional fixed income investment management firm. Products include cash equivalents, limited duration, and discretionary fixed income.
- American National Group - Dallas, TX [IA][Direct] -
Manages investment funds in US real estate for individuals and institutions.
- A.N. Culbertson & Company, Inc. [IA][Direct] -
Financial planning services and investment counsel, including employee retirement plans, portfolio management and lifetime financial plans.
- Australian Investment Advisers [IA][Direct]
- Avatar Associates [IA][Direct] -
Asset management arm of the Zweig Organization.
- Becker Capital Management [IA][Direct]
- Benchmark Capital Management [IA][Direct] -
Investment advisory firm specializing in biotechnology investment management for individual and institutional investors.
- Berents & Hess Capital Management, Incoporated [IA][Direct] -
Investment management firm, specializing in growth stock portfolios for high networth individuals and institutions.
- Biechele Royce, Inc. [IA][Direct] -
Investment advisor and asset manager dedicated to creating wealth for its clients through sound research and value-based investing.
- BMG Gestion [IA][Direct] -
Financial advice and counsel, developing the customer's capital according to his requirement.
- Boatmen's Trust Company [IA][Direct] -
Full service trust and money managing operation.
- Bouchey Financial Group - Latham, NY [IA][Direct] -
Private asset management by fee with no conflict of interest.
- Brookside Capital, Inc. - Menlo Park, CA [IA][Direct] -
Serving individuals, trusts, employee benefit plans, and philanthropic organizations on a fee only basis.
- BZW Barclays Global Investors [IA][Direct] -
A global investment management firm headquartered in San Francisco, with offices in London, Tokyo and Toronto.
- Campbell Capital Management [IA][Direct] -
Provides money management and tax consulting services.
- Capstone Asset Management Company - Houston [IA][Direct] -
Manages equities and fixed income securities for private accounts and mutual funds using a range of styles suited to meet the client's needs.
- Chinook Capital Corporation [IA][Direct] -
Detailed definition of investment services, performance data and hedge portfolio strategy.
- Churchill Capital, Inc [IA][Direct]
- Clark Capital Management Group, Inc. [IA][Direct]
- Classic Asset Management [IA][Direct] -
Provides discretionary money management services to serious investors with a minimum of $100,000 to invest.
- Conning [IA][Direct] -
Asset management, private equity and research services for the insurance industry.
- Crestone Capital Mangement - Englewood, CO [IA][Direct] -
Small cap money manager advising the Norwest Small Company Fund and the Lancaster Crestone Small Cap Fund.
- Cummer/Moyers Capital Partners [IA][Direct]
- Cutler & Company, LLC [IA][Direct] -
Fixed Income investment management services.
- David W. Tice & Associates [IA][Direct] -
Investment research and management firm whose primary business has been providing "sell" recommendations to institutional money managers.
- Denver Investment Advisors [IA][Direct] -
Money manager, fixed income, mutual funds portfolios international, individual, institutional investment advisor.
- Devon Capital Management - Tyrone, PA [IA][Direct]
- Dover Partners, Inc. [IA][Direct] -
A registered investment advisor providing disciplined investment management with personal service.
- Edward Jones & Co. [IA][Direct] -
Provides investment services to individual investors in Texas and Louisiana.
- Envision Capital [IA][Direct] -
Registered investment advisor. We manage bond portfolios for individuals, tax deferred accounts, and foundations. specializing in the bond market.
- Equity Assets Management [IA][Direct]
- Equity Research Limited - Auckland, New Zealand [IA][Direct] -
Investment advisors, sharebrokers, and publishers of New Zealand Investors' Monthly.
- Ezra Zask Associates [IA][Direct] -
Investment management and advisory firm with expertise in capital and risk management. provides fund management, consulting and training programs for global financial markets.
- Falcon Asset Management [IA][Direct] -
Owned by USF&G Corporation, is an international insurance asset manager with state-of-the-art asset/liability modeling capabilities.
- Fillmore Mercantile Inc. [IA][Direct] -
Traditional and cutting-edge investment approaches.
- Financial Planning Consultants, Inc. [IA][Direct] -
Provides active dynamic asset management.
- Fincoord Finance Coordinators Ltd. [IA][Direct] -
FFC is a privately-owned consulting firm seated in Switzerland offering financial and strategic advisory and management services tailor-made for the Polish market.
- First Analysis [IA][Direct] -
Investment research, corporate finance, venture capital management, public equity management, and institutional sales and trading.
- First Financial Strategies, Inc. [IA][Direct] -
Targeted financial services for professional athletes, agents, high net individuals and businesses.
- First Quadrant Corp. [IA][Direct] -
Institutional invesetment management.
- Foresight Capital Management Inc. [IA][Direct] -
Investment firm specializing in the analysis, sales, and trading of all fixed income and equity securities.
- Froley, Revy Investment Company, Inc. - Los Angeles, CA [IA][Direct] -
Money manager who specializes in convertible bonds and preferred stocks. Clients include pension funds and foundations.
- Garrison Asset Management Company [IA][Direct] -
Investment analysis, portfolio design, and performance evaluation.
- GE Investments [IA][Direct]
- Great Lakes Capital - Vero Beach, FL [IA][Direct] -
Professional money managers.
- Guardian Trust Company [IA][Direct] -
Trust and investment management services for individuals, small businesses and charities.
- Guild Investment Management [IA][Direct] -
Established in 1971, GIM provides investment management services to sophisticated individual and institutional investors.
- Hammer Capital Management, Inc. (HCMI) [IA][Direct] -
Registered investment advisor providing fully managed investment services to a variety of clients including individuals, trusts and corporations.
- Heron Capital Management, Inc. [IA][Direct] -
SEC registered investment advisor providing investment services to individuals, trusts, pension funds, and corporations.
- Hutchens Investment Management [IA][Direct] -
Disciplined, value-oriented investment management for individuals and institutions.
- IMS Capital Management [IA][Direct] -
Producing returns at reduced risk. Focused on large, dividend-paying US companies. managers of the IMS Capital Value Fund.
- Insight Capital Research & Management [IA][Direct] -
Offers a look at the processes that made us one of the nation's best stockpickers. Information on our newsletter is also available.
- Integra Capital Management [IA][Direct] -
Features up-to-date fund prices and market commentaries.
- Investa Inc [IA][Direct] -
Investment advisiors and money managers. specializing in indexing and enhanced index strategies.
- Investment Strategies Network [IA][Direct] -
Offers a free on-line evaluation of your investment portfolio and financial goals.
- Investor AB [IA][Direct] -
Industrial holding company. It creates value through long-term active ownership and active investment operations.
- J. M. Spencer & Co. [IA][Direct] -
Liquid asset management.
- Julius Baer Group [IA][Direct]
- KCM Investment Advisors [IA][Direct] -
Investment management company where the adviser specializes in managing fixed income portfolios for individuals and institutions.
- Kenneth J. Gerbino & Company [IA][Direct] -
Management of distinct investment accounts.
- La Caisse de Depot et Placement du Quebec [IA][Direct] -
Public fund manager in Canada and the United States.
- Leon Frazer & Associates [IA][Direct] -
Fee-based invetsment counselling firm providing discretionary investment management services to individuals with a minimum portfolio of $100,000 in Canadian funds.
- Liberty Financial Companies [IA][Direct] -
Provides asset management, investments, annuities, mutual funds, retirement plans and a young investor program.
- Lotzer & Company, Inc. - Milwaukee, WI [IA][Direct] -
Provides portfolio management to individuals and companies.
- Lowe, Brockenbrough and Tattersall, Inc. [IA][Direct] -
Investment management for foundations, endowments, corporations, Taft-Hartley accounts, states and municipalities, insurance reserves.
- Lutheran Brotherhood [IA][Direct] -
Lutheran Brotherhood is a not-for-profit fraternal benefit society that offers financial products and services to Lutherans.
- Marshall & Ilsley Trust and Investment Management [IA][Direct] -
A registered investment advisor providing counseling services nationwide to corporations, not-for-profit organizations and individuals.
- Matrix Asset Allocation [IA][Direct] -
Fee based money management firm working with financial advisors nationwide.
- Mawer Investment Management [IA][Direct] -
Offers segregated and mutual fund management.
- McKinley Capital Management, Inc [IA][Direct] -
Manages assets for private individuals, corporations, tax-free accounts, ERISA accounts, and institutions.
- Mercury Capital Management, LLC [IA][Direct]
- Merit Advisors, Inc. [IA][Direct] -
Offers asset management services.
- Merrill Lynch@ (1999)
- Middlefield Group - Toronto, Canada [IA][Direct] -
Focuses its efforts in areas such as mutual funds, merchant banking, securities, venture capital, resources and real estate.
- Mikyle Trading [IA][Direct] -
Capital management services. based on Nevis Island in the West Indies. not available to U.S. citizens.
- MLC Investments [IA][Direct] -
Offers superannuation, mortgages, insurance and more.
- Munder Capital Management [IA][Direct] -
Mutual funds and investment management services. investment advisory and asset management services for institutional investors and individuals.
- New England Investment Management [IA][Direct] -
Provider of investment management and tax planning for financially sophisticated professionals specializing in US workers abroad.
- Noram Capital Management Inc. [IA][Direct]
- North East Asset Management - Minneapolis, MN [IA][Direct] -
Specializes in fee-only financial planning and investment management services.
- Northwestern Trust - Seattle, WA [IA][Direct] -
Seattle based, independent trust company, providing trust, custody and investment management services to corporate and individual clients throughout the United States.
- Numeric Investors LP [IA][Direct] -
A quantitative investment management firm specializing in active management of stock portfolios.
- PFS International Financial Group [IA][Direct]
- Pilot Capital Management Corporation [IA][Direct] -
Managers of "Reserved" Funds for Investors Seeking a Very Low Risk Profile
- Piper Jaffray Companies [IA][Direct] -
Investment services, capital markets, money management and trust services.
- Pitcairn Trust Company [IA][Direct] -
A full-service financial management firm.
- Planned Asset Management - Encino, CA [IA][Direct] -
Specializes in tax advantaged and income investments, money management, mutual funds, life insurance, estate planning, and retirement planning.
- Platinum Asset Management [IA][Direct] -
Summary of investment methodology, product range, staff and investment reports.
- Plexus Asset Management - Cape Town, South Africa [IA][Direct]
- PNB Management [IA][Direct] -
Specializes in the development and testing of tradingsSystems for the futures' market.
- PRISM Financial Planning Limited [IA][Direct] -
Specializes in protection, retirement, investments, savings, and mortgages.
- Prolific Asset Management [IA][Direct]
- Raymond/Schaefer-Wildenberg/Uhlenbruck GmbH & Co [IA][Direct]
- Rittenhouse Financial Services - Radnor, PA [IA][Direct] -
Definition of investment process and philosophy. Included are performance returns, officer backgrounds and their ADV.
- RM Trust Company [IA][Direct]
- Robert Otto & Company [IA][Direct] -
Provides investment advisory and management services for qualified plans, corporations, trust, foundations, endowments, and individuals.
- Rosenberg Institutional Equity Management [IA][Direct] -
Mission is to excel in providing investment management for sophisticated investors worldwide.
- Sanford C. Bernstein & Co. Inc. [IA][Direct]
- Schroeder Investments [IA][Direct] -
Investment advisory service that specializes in individual stocks and bonds.
- Scottish American Investment Company PLC (SAINTS) [IA][Direct] -
Edinburgh based international investment trust.
- Scottish Investment Trust PLC [IA][Direct] -
Independently managed investment trust.
- Silicon Valley Capital Management [IA][Direct] -
Can direct your capital into the exciting arena of growth stock investing.
- Smith Affiliated Capital [IA][Direct] -
Registered investment advisory firm.
- SSI Investment Management, Inc. [IA][Direct] -
Offering hedged investments designed to combat market volatility.
- Summit Global Management, Inc. [IA][Direct] -
Conservative value investing capital management.
- Systematics Financial Management [IA][Direct] -
Investment institution.
- TAM Asset Management, Inc [IA][Direct]
- TimeTech [IA][Direct] -
Investment managers specialing in high yield bond mutual funds market timing. TimeTech provides portfolio management on a fee basis.
- Toron Capital Markets - Toronto [IA][Direct] -
Financial risk management firm that designs and manages customized hedging solutions for institutional clients with currency and interest rate exposures.
- Transtrend Vermogensbeheer [IA][Direct] -
Professional asset manager specializing in well researched, systematic trading strategies (in English and Dutch).
- Trust World [IA][Direct]
- Tueta Gestion Sarl [IA][Direct] -
Forex Trading models managed 24 hours/24 by professional Forex trader. Online buy and sell signal are availlable in our site.
- Turner Investment Partners [IA][Direct] -
Offering equity and fixed income account management to institutional and high net worth individual clients.
- Unigestion Holding [IA][Direct]
- United Asset Management Corporation [IA][Direct] -
Provides investment management services, primarily to institutional investors.
- Van Kampen American Capital [IA][Direct]
- Ward & Wissner Capital Management [IA][Direct] -
Money management firm that specializes in customized, structured bond programs designed for the specific needs of each client; contains excerpts from "The Advisory Newsletter."
- Winchester Capital [IA][Direct] -
Money management firm.
- Wright Investors' Service [IA][Direct] -
Providing investment management for institutions, trust organizations, pension plans, foundations, municipalities and individuals.
- Wuesthoff | Wickman, Inc. [IA][Direct] -
Investment advisors and conservators of wealth for over two decades.
- Zaske, Sarafa & Associates, Inc. [IA][Direct] -
A registered SEC investment advisor providing investment management services to institutions and individuals with minimum investments of $500,000.
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