Six funds managed by money managers who normally service high net worth clients.
- http://www.undiscoveredmanagers.com/
Contracts with outside money managers to manage its 32 funds.
- https://www.transamericaadvisor.com/wps/portal/tci/mutualfunds
Manages ethical investment unit trusts, with a goal of balancing social responsibility with financial returns. Australia
- http://www.austethical.com.au
A network of investment firms providing socially responsible investment management and administration for clients throughout the United States.
- http://www.firstaffirmative.com
Money management firm that develops recommended portfolios of firms that make significant investments in training and learning for their employees. USA
- http://www.bassi-investments.com
A Registered Investment Advisory Firm based in Georgia focused on portfolio diversification based on biblically based investment principles.
- http://www.grfinancial.com
Not-for-profit environmentally and socially responsible investment organization. Located in Madison, Wisconsin.
- http://www.rainfroginvestment.com/
Provides investment schemes in listed and private equities in the sector of clean technology as well as advisory and training services to companies devoted mainly to environment friendly technologies. Singapore
- http://www.eet-invest.com
Specializing in consultation, investing and managing risk, preparing for retirement and protecting wealth.
- http://www.drewchalmers.com/
Manages mutual funds and other investment portfolios for investors.
- http://www.capgroup.com/
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Dienstleister-Suche.de und
Mon.
Cornerstone Group of Companies
Provides a range of investment, advisory and financing services as part of a global practice.
- http://www.cornerstonegroup.com/
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/
Campbell Newman Asset Management
Investment management and financial planning services to individual and institutional clients.
- http://www.campbellnewman.com
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/
Close Investments
Asset management division of Close Brothers Group plc, London, UK
- http://www.closeinvestments.com/
Credit Suisse Asset Management
Managed funds and superannuation products to a range of clients.
- http://www.csam.com.au
ClearPath Capital Partners
Private wealth management.
- http://www.clearpathcapital.com/
Cutler and Company, LLC
Investment management company that emphasizes quality and risk avoidance.
- http://www.cutler.com/
Cutler and Company, LLC
An independent fiduciary providing top quality investment management to individuals, as well as corporate partners.
- http://www.cutler.com/
Medford Financial Group, Inc.
Management firm focused on providing investment advice and services.
- http://www.medfordfinancialgroup.com/
Matthai Capital Management
Offers portfolio management services. Features articles and a glossary of investment terms.
- http://www.matthai.com/
Members Capital Advisors, Inc.
Investment management company serving credit unions and their members.
- http://www.memberscapitaladvisors.com/
MAP Management, LLC.
Provides investment consulting and planning services.
- http://www.map-management.com/
Meridian Investments
A private account asset manager for individuals and institutions.
- http://www.mimcorp.com
Meeder Financial Services
Custom investment solutions for individual and institutional investors since 1974.
- http://www.meederfinancial.com
Merrill Scott & Associates, Ltd.
Financial consulting firm specializing in tax minimization, and asset management strategies for affluent individuals.
- http://www.merrillscott.com/
Marvin & Palmer
Investment manager founded in 1986 and focuses exclusively on equity management.
- http://www.marvinandpalmer.com
Mundell and Associates LLC.
Specializes in insurance and investment products. Located in Morgantown, West Virginia, USA.
- http://mundellandassociates.com/
Marque Millennium Capital Management
U.S. large-cap value equity money manager.
- http://www.marqmil.com/
McGibbon Asset Management
Professional money management in the Denver Area. Specializing in growth stocks and risk management.
- http://mcgibbon-asset.com
Millie Capital Management
An investment management company located in Menlo Park, California.
- http://www.milliecapital.com/advisors/milliecapital/default.htm
Maas Capital Advisors, LLC
Offers financial planning, consulting and investment management services.
- http://www.maascapital.com/
MacKellar & Associates
Estate and financial planning services, insurance and investment products.
- http://www.mackellarassociates.com
Main Street Research LLC
Provides investment and wealth management expertise to a limited number of individuals and institutions through a fee-based arrangements.
- http://ms-research.com/
Marathon Strategic Advisors, LLC
Strategies and solutions for the long-term investment needs of individuals, corporations, trusts, estates, and retirement programs.
- http://www.mstrategic.com/
Marcia Joslyn Sill, Inc.
Professional investment advisory services on a fee-only basis to a select number of individuals, trusts, charities and employee benefit plans.
- http://www.marciajs.com
Marketpicture.com, Inc.
Designed to assist investors in trying to attain successful strategies. Analysis via computer graphics and commentary. For foundation trustees, retirement plan sponsors, we assist fiduciary responsibilities.
- http://www.marketpicture.com/index.cfm
Marshall Capital Corporation
Features financial management and advisory services.
- http://www.marshallcapital.com/
Trusskey Investment Advisors
Fee based asset management firm.
- http://www.ourmoneyfirm.com/
Tower Australia Limited
Wholesale investment funds manager in the Australian market.
- http://www.toweraustralia.com.au/
Eads and Heald Investment Counsel
Professional portfolio management for ERISA accounts, pension plans, profit-sharing plans, defined benefit plans, IRAs, family limited partnerships, trust accounts, and taxable portfolios.
- http://www.eadsheald.com
Emerald Capital Management
Portfolio manager specializing in quantitative analysis and Modern Portfolio Theory.
- http://www.ecmq.com/
EhrenTrend Capital Management
Providing capital management services in global financial markets, using proprietary quantitative algorithms.
- http://www.ehrentrend.com/
Excalibur Management Corporation
Manages investment assets for high net worth individuals, families, trusts and estates.
- http://www.excalmgmt.com
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/
Equity Trustees
Funds management, investment,and superannuation.
- http://www.eqt.com.au
Efficient Portfolio Advisors
Offering institutional investment advice and pricing to individuals.
- http://www.efficientportfolioadvisors.com/
EnTrust Capital
Independent firm specializing in management of equity and fixed-income assets for wealthy individuals, families, and organizations.
- http://www.entrustcapital.com
E1 Asset Management, Inc.
Serving both institutional and individual clients domestically and internationally. New York, NY, USA.
- http://www.e1am.com/
ELCO Management Company, LLC.
Offers investment solutions for high net worth individuals and institutions. Manages two specialized energy funds.
- http://www.elcomanagement.com/
Eagle Global Advisors
Offers investment management services. Specializes in equity and fixed income securities.
- http://www.eagleglobal.com/
Earnest Partners, LLC
Investment products including large-cap value, small-cap, balanced, and core fixed income.
- http://www.earnestpartners.com/
ECM Capital Management
Registered investment advisor and a growth stock management company.
- http://www.encinocm.com/
EconoStrat Advisory Corp.
Independent, registered investment adviser providing personalized financial planning and investment management services.
- http://www.econostrat.com/
Efficient Market Advisors, LLC
Specializing in IRA or 401k rollover accounts. Investing lessons, calculators, educational presentations. San Diego, CA, USA.
- http://www.efficient-portfolios.com/
Ellen Dean Financial Consultant
Primary services are family financial planning, risk management, asset allocation, client education and customer service.
- http://www.ellendeanfinancial.com/
Elysium Wealth Management
Personalized investment strategies designed to meet the wealth objectives of you and your family.
- http://www.elysiumwealth.com/
Emerson Investment Management
Emerson Investment Management, Inc, is a Boston based investment-management firm with clients throughout the United States. Founded in 1985, the firm is dedicated to the management of separate portfolios using individual securities.
- http://www.emersonim.com/
FMG - Fund managers limited
Selects the worlds leading money managers and offers institutions and private investors a simple, effective and low-risk way to invest with them.
- http://www.fmgfunds.com
Kuber Capital
Money manager that matches investors seeking to invest in India with hedge funds, private equity funds and money managers focusing on the Indian market.
- http://www.kubercapital.com
Wall Street Transcript Online
Independent opinions and recommendations from top analysts, money managers and CEOs
- http://www.twst.com/
Light Green Advisors
Maintains an environmentally screened stock index and trust account covering most industries. United States.
- http://www.lightgreen.com
Trillium Asset Management Corporation
Independent investment management firm providing equity, balanced, and fixed income portfolios dedicated solely to socially responsible investing.
- http://www.trilliuminvest.com/
Creative Investment Research
Women and minority focused investment advisory offering SRI management, community investing, education, publications. Washington, D.C.
- http://www.creativeinvest.com
Miller Howard Investments
Manages nuclear-free utility sector investment portfolios.
- http://www.mhinvest.com/
Natural Investing
Advisor specializing in values-based investment services. Colorado, California, Hawaii.
- http://www.naturalinvesting.com
Rocky Mountain Humane Investing
Socially responsible investment management firm focused on ethical and humane portfolio management criteria, located in Lyons, CO.
- http://www.greeninvestment.com
Underdog Ventures
Venture capital management firm committed to financial, community, and environmental results located in Island Pond, VT.
- http://www.underdogventures.com
FinArc, LLC
A Registered Investment Advisor Firm in Needham, MA providing customized portfolio management including ethical screening for clients with specific social concerns.
- http://www.finarc.com
Clean Yield Group
Founded in 1984, C Y is a Vermont SEC-registered asset management firm working exclusively with social investors.
- http://www.cleanyield.com/
Craigmillar LLC
Manages publicly traded securities focused on sustainable energy. These companies have technologies that address the decentralization and decarbonization of our global energy structure.
- http://www.craigmillar.com
Boston Common Asset Management
Portfolio management with customized social screening and shareholder advocacy. Domestic and international products. United States.
- http://www.bostoncommonasset.com
Walden Asset Management
Describes socially responsive investment services, includes fund and screening information.
- http://www.waldenassetmgmt.com/
Walden Asset Management
Investment management services utilizing screening and shareholder activism strategies. United States.
- http://www.waldenassetmgmt.com/
Prentiss Smith & Company, Inc.
Social investment manager since 1982. Screening and community investing incorporated. United States.
- http://www.prentiss-smith.com/social.htm
Harrington Investments
A Registered Investment Advisor Firm incorporating screening, activism, community investing based on socially responsible principles. United States.
- http://www.harringtoninvestments.com
Principle Profits Asset Management
Screened investment management utilizing funds or individual issues. United States.
- http://www.principleprofits.com/index.html
Winslow Management Company
Serves institutional and high-net-worth individual investors by investing in environmentally conscious companies. Also offers green mutual funds. USA
- http://www.winslowgreen.com/
Lowell, Blake & Associates
Boston based socially responsible and ethical investment adviser that charges a fee for helping its clients invest in harmony with their principles. Massachusetts
- http://www.lowell-blake.com
Brody - Weiser - Burns
Consulting firm assisting foundations and other institutions in structuring and managing program-related and social investments. United States.
- http://www.brodyweiser.com
Rinehart & Associates
Fee-Only financial planning and asset management firm practicing socially responsible investing. Charlotte, NC
- http://www.rinehartassociates.com/
Financial Freedom Associates
A Fee-Only financial planning firm specializing in socially responsible investing and living. Tucson, AZ.
- http://www.ffafeeonly.com/
Minlam Asset Management
Advisor to various funds and platform that offers financial and social performance using social screening, shareholder advocacy, and community investment strategies. New York, USA.
- http://www.minlam.com
Insight Investment Management Limited
Asset manager of the Halifax and Bank of Scotland group. Retail fund and institutional investment management services include application of active engagement policies regarding corporate governance and corporate social responsibility. Scotland.
- http://www.insightinvestment.com
Sustainable Asset Management (SAM)
Independent asset management company specialised in sustainability-driven investment vehicles and pioneer in the development sustainable financial indices.
- http://www.sam-group.com
SAM Group
Investment manager specializing in the field of sustainability-driven investments. Serves European banks, insurance companies, pension funds and private clients. Manages mutual funds and proprietary indexes. Headquartered in Zurich, Switzerland. EU.
- http://www.sam-group.com
SAM Sustainable Asset Management
Independent asset management company. Includes FAQs, press releases and financial indexes. [German, English]
- http://www.sam-group.com
Viridis Investment Management Limited
Energy infrastructure fund which invests in a global portfolio of clean energy assets . Australia.
- http://www.viridisenergy.com
Cremerius Financial Management
Robert J. Cremerius, CPA, offers professional investment advisory services, and estate planning. for individuals and businesses.
- http://www.cremeriusfinancial.com
Convergent Capital Management, Inc.
The money management holding company that grows by helping its affiliates grow-without encroaching upon their independence.
- http://www.convergentcapital.com
Cove Partners LLC
Providing corporate finance, merger and acquisition, corporate restructuring, and strategic planning advisory services.
- http://www.covepartners.com/
Chestnut Hill Partners
Boutique investment banking firm with services in mergers and acquisitions to small and medium size firms.
- http://www.chestnuthillpartners.com/
Cambiar Investors
A Colorado-based equity manager providing relative value oriented money management.
- http://www.cambiar.com/
Croft-Leominster Investment Management
Combines the value style of investing with reduced risk.
- http://www.croftleo.com/
Cohen & Steers Capital Advisors, LLC
Providing investment services and solutions, and access to capital to real estate intensive industries including hospitality, healthcare, and real estate investment trusts (REITs).
- http://www.cscapitaladvisors.com/
Cavanaugh Capital Management
Financial advisors offer socially responsible investing opportunities and index funds.
- http://www.cavcap.com/
Capricorn Asset Management
Manages FX programs for banks, institutions, investment funds and high net worth individuals.
- http://www.capricornfx.com
Cogesfonds
Investment managers for wealthy individuals specializing in international securities through segregated personalized portfolios.
- http://www.cogesfonds.com
CIC Group
Off-shore investments, proprietary research, market commentary through asset management, private equity, real estate divisions in New York, Los Angeles and Kuwait.
- http://www.cicgrp.com/
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.
- http://www.circlepeakcapital.com/
Century Management
Providing portfolio management and financial planning services. Staff profiles, glossary and links to related resources.
- http://www.centman.com/
Condor Capital
Located in Martinsville, New Jersey, is an SEC-registered growth manager who employs a combination of growth and value style investments.
- http://www.condorcapital.com
Collins and Company Strategic Asset Management
Offering investment advisory and brokerage services.
- http://www.collins-co.com/
Contravisory Research & Management Corp.
Offers investment management and research services for equity markets. Hingham, MA, USA.
- http://www.contravisory.com/
Contravisory Research & Management Corp.
Offers investment management and research services for equity markets. Includes history, clients and contact information.
- http://www.contravisory.com/
Coast Asset Management
Money manager in Santa Monica, Ca.
- http://www.coastasset.com
Charles Fish Investments, Inc.
Manages fixed income portfolios for high networth individuals and commercial banks. Specializes in municipal bonds.
- http://charlesfishinvestments.com/
Clime Asset Management
Offers management of individual or discrete portfolios in the Australian and International markets for private clients.
- http://www.clime.com.au/
CRA Rogers Casey
Investment consulting for institutional investors and high net worth individuals.
- http://www.rogerscasey.com/
Conrad and Ottess
Global financial services firm that provides investment and money management services.
- http://www.conrad-ottess.com
Cabot Money Management
Providing professional investment portfolio management.
- http://www.ecabot.com
Caleb Lawrence
Independent full service financial planning and investment..
- http://www.clinvestments.com/
Cambridge Appleton Trust
Offering investment services, retirement planning, trust management, estate planning, custody services and college savings plans.
- http://www.cambridgeappleton.com/
Camelot Fund
An absolute return, multi strategy investment company specializing in equity and foreign exchange investments.
- http://www.camelotfund.com/
Canterbury Financial Group
A Registered Investment Advisor, offers integrated portfolio and private wealth management services.
- http://www.canterburygroup.com/
Capital Investment Consulting
Investment advice and financial planning services.
- http://www.4cic.com/
Capital Performance Advisors
Offers investment advisory services, asset management and financial planning.
- http://www.cpacapital.com/
Capitalideasadvisors.com
Registered investment advisor providing disciplined investment management.
- http://www.capitalideasadvisors.com
Cardinal Capital Management
Fee-only investment advisor providing personalized investment management to individuals, trusts and retirement plans.
- http://www.cardinalcapitalmanagement.com/
Carmel Capital Management
Independent registered investment advisor. The firm manages discretionary common stock portfolios and specializes in small capitalization equities.
- http://www.carmelcapital.com
Carr & Associates, Inc.
Registered investment adviser specializing in managing portfolios of high grade convertible bonds and preferreds providing safety, income and growth.
- http://www.carrconverts.com
Catalyst Financial Planning and Investment Management, Inc.
Full service investment advisory offering portfolio management and financial planning for high net worth individuals.
- http://www.catalystim.com/
CDK Realty Advisors
Registered investment advisor engaged in real estate investment activities for pension funds and foundations.
- http://cdkrealtyadvisors.com
Chamberlain Group Financial Services
Provides investment advisory services, business succession planning and executive benefits.
- http://www.chamberlain-group.com/
Charter Investment Services, Inc.
Investment advisor with a focus on retirement planning and estate conservation.
- http://www.charterinvestments.com/
Chatham Investment Management
Registered investment advisor in Savannah, Ga.
- http://www.chathaminvestment.com
Check Capital Management Inc.
Registered investment advisor.
- http://www.checkcapital.com/
Chicago Asset Management Company
Specializing in the active management of equity, fixed income and balanced portfolios for institutional and private clients.
- http://www.chicagoasset.com/
Christian Wealth Management
Offering investment planning, asset management, retirement planning, estate planning and charitable gift planning.
- http://www.christianwealthmanagement.com/
Clayton Financial Services, Inc.
Provides fee-based financial planning and investment management services. Features articles and portfolio reports.
- http://claytonfsi.com/
Clinton Group
Registered investment adviser managing investment funds for individual, institutional, and sovereign investors.
- http://www.clinton.com
Cobblestone Capital Advisors, LLC
A registered investment advisor located in Rochester, NY, managing private and institutional funds. Information about staff and how to contact them.
- http://www.cobblestonecap.com
Compass Investment Advisors
An independent and objective financial advisory firm serving the needs of individuals and their families.
- http://www.compassinvest.com/index.html
Compass Investment Management, LLC
Serving individuals, families, small and medium size-businesses, foundations and non-profit organizations. Ellicott City, MD, USA.
- http://compassim.com/
Conestoga Capital Advisors
Offers three different Small Cap Equity products based on a GARP investment model of 40 to 45 individual securities.
- http://www.conestogacapital.com/
Conservative Financial Counselors, LLC
Provides investment advisory services to individuals and organizations.
- http://www.capital-fiduciary.com/
CornerCap Investment Counsel
Independent investment counseling and management firm focused on disciplined, long-term investments.
- http://www.cornercap.com
Cornerstone Capital Advisors
Fee-only financial planning.
- http://www.ccadvisors.com
Cornerstone Capital Management
Customized portfolio asset management and alternative investment solutions.
- http://www.cornerstonecapital.com/
Cornerstone Capital Management
Provides customized portfolio asset management and alternative investment solutions. Includes investment philosophy and company performance history.
- http://www.cornerstonecapital.com/
Cornerstone Financial, Inc.
Financial planning firm specializing in domestic partnership relationships.
- http://www.corstonefinancial.com/
Cornerstone Investment Management and Consulting, LLC
Offers investment management and consulting services. Based in Daphne, Alabama, USA.
- http://www.csimac.com/
Cortland Associates
Provides proprietary investment research and counseling.
- http://www.cortlandassociates.com/
Courtney Smith & Company
Investment management consulting and asset allocation services.
- http://www.courtneysmithco.com
Cox Financial Advisors
Investment advice, tax and estate planning.
- http://www.coxfinancial.com/
Creative Financial Services, Inc.
Investment management firm with offices in North Canton, Ohio and Woodland Park, Colorado.
- http://www.create-wealth.com/
Creative Financial Services, Inc.
Investment management firm with offices in Ohio and Colorado.
- http://www.create-wealth.com/
Creative Financial Services, Inc.
Investment management firm with offices in North Canton, Ohio and Woodland Park, Colorado.
- http://www.create-wealth.com/
Crescent Sterling Ltd
Individualized investment management and financial planning services.
- http://www.crescentsterling.com
Crestone Capital Advisors LLC
Wealth advisory firm for individuals and families offers investment portfolio design and implementation.
- http://www.crestonecap.com/
Criseyde Capital Limited
Investment Management from a slighly different angle.
- http://www.criseydecapital.com
Litman-Gregory
Investment management services.
- http://lginvestments.com
Lawrence Investment Management, Inc.
Offers fee-only asset management services for individual investors. Companys profile and contact details.
- http://www.lawrenceinvest.com/
Lighthouse Capital Management
Investment advisory services for individuals, corporations, retirement funds, trusts and charitable institutions. Based in Houston Texas.
- http://www.lighthousecapital.com
Lathrop Investment Management Corporation
Investment counsel to a select group of clients desiring discretionary portfolio management.
- http://www.limc.com/
Lasure Management
Manages assets through many different custodians ranging from 'full-service' firms to 'no-service' firms. You choose the custodian, they provide professional management.
- http://www.lasuremanagement.com/
Lee Overlay Partners
An investment management firm provides currency to institutional investors.
- http://www.lee-overlay.com/
Lucas Capital Management, L.L.C.
An investment firm drawing on three generations of experience.
- http://www.lucascapital.com/
Liontamer Investment Management Pty Limited
Offers capital protected investment program focused on international financial markets. Features principals profiles, news and contact details.
- http://www.liontamerprotectedinvestments.com/
Lang Asset Management, Inc.
An independent money manager, headquartered in Atlanta, specializing in short selling.
- http://www.langasset.com
Laidlaw Group, LLC
A capital management firm providing a growth at the right price investment approach.
- http://www.laidlawgrp.com/
Lodestar Investment Counsel, Inc.
Provides customized, conservative value-based money management.
- http://www.ldstr.com
Legg Mason Capital Management
Institutional investment advisor specializing in value oriented large and small cap separate accounts.
- http://www.leggmasoncapmgmt.com/
Loring, Wolcott and Coolidge Office
Offers fiduciary and investment management services.
- http://lwcotrust.com/
LSV Asset Management
Providing asset management for institutional investors through the application of proprietary models.
- http://www.lsvasset.com/
Lockey Investment Group
Provides investment adviosry and money management services.
- http://www.lockeygroup.com/
The Lam Group Inc.
A registered investment advisory firm. Specialize in providing investment advice and management, as well as providing consulting services for foundations, endowments and institutions.
- http://www.thelamgroup.com/
Lawrence Capital Management
Asset allocation, strategy implementation and portfolio management.
- http://www.lawrencecapitalmgt.com/
Lee Investment Consulting
A fee-only financial planning firm, and registered investment advisor located in Raleigh, North Carolina
- http://www.leeinvest.com
Legacy Capital Management, Inc.
Provides institutional-quality money management and boutique service to wealthy individuals and their families.
- http://www.legacycapitalinc.com
Lennox Financial
Portfolio and hedge fund management, current market commentary.
- http://www.lennoxfinancial.com
Liberty Ermitage Group
UK based investment advisory service that specialise in Hedge Fund investments.
- http://www.liberty-ermitage.com
Lighthouse Capital Management Inc.
Offers investment management and advisory, financial support services.
- http://www.lightkeepers.com/
Live Oak Investment Management, LLC
Discretionary management on a flat fee basis for accounts of $250,000 and up.
- http://www.liveoakinvest.com/
Longer Investments Incorporated
Registered investment advisor since 1985.
- http://www.longerinv.com/
Loudoun Capital Management
Asset management, tax and estate planning.
- http://www.lcmwealth.com/
LPL Financial Services
Registered investment advisor offers services nationwide.
- http://webserver.lpl.com/
Lyster Watson and Company
A SEC Registered Investment Advisor specializing in the selection and monitoring of hedge funds for individuals and institutions.
- http://lysterwatson.com
Richmond Asset Management
Provides a discretionary financial management service for investors with substantial portfolios of personal assets.
- http://www.richmondhk.com
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
Roxbury Capital Management, Inc.
Combines growth stock investing with value disciplines.
- http://www.roxcap.com/
Redi Investments, LLC
Specialize in managing the discretionary accounts of high net worth individuals and institutions.
- http://www.rediinvestments.com
Rittenhouse
Provides investment management and related financial services.
- http://www.rittenhousefinancial.com/home.html
Rice Sangalis Toole and Wilson
Founded in 1989, is a privately held firm investing subordinated debt and equity capital.
- http://www.rstw.com/
Rivergum Investors
Specialists in improving the investment process, enabling organizations to align their investment philosophy with existing corporate values.
- http://www.rivergum.com/
Real Options and Portfolio Management
Valuation and portfolio management services for pharmaceuticals, high technology, energy and financial services industries.
- http://www.decisionoptions.com
Rowles Financial Planning
Unbiased financial advice and solutions.
- http://www.rowlesfinancial.com
Rosseau Asset Management
Specializes in alternative long term investment strategies.
- http://www.rosseau-asset.com/
Royal Asset Management Group, Inc
A fee based registered investment advisor located in Atlanta, Georgia.
- http://www.royalasset.com
Rhoads Lucca Capital Management
Fee-only independent money management firm providing turnkey investment management for individuals.
- http://www.rhoadslucca.com/
Ramsdell Capital Management
Offers investment management and financial planning services. Principals, FAQ and links.
- http://www.ramsdellcapital.com/
Rayner Associates Investment Advisory
Professional asset management services to individuals and institutions.
- http://www.raynerassociates.com
RCG Capital Partners - RCG Capital Advisors
Registered investment adviser who builds and manages fund of hedge funds.
- http://rcgcapital.com/
Red Hills Capital
Manager of the Red Hills Value portfolio. Direct money management services located in Tallahassee, Florida.
- http://www.rhasset.com
Reilly Financial Advisors
Financial services firm whose core business is portfolio management.
- http://rfadvisors.com
Rhodes Econometrics, Inc.
A fee-based investment advisory and economic analysis firm.
- http://www.rhodesinvesting.com/
Rick R Staggs, CFP
Registered Investment Advisor
- http://www.rstaggs.com
Roberts, Glore & Co.
Financial planning to family offices, businesses and individuals.
- http://www.robertsglore.com
Rocaton Investment Advisors, LLC
Offers independent investment consulting services to institutional investors including defined benefit and contribution, financial intermediary.
- http://www.rocaton.com/
Roman Financial Advisors
Specializing in fee only financial planning including tax planning, risk management and investment counseling.
- http://www.feeonlyadvisor.com/
Ted Roman, CFP - Roman Financial Advisors
Specializing in fee only financial planning including tax planning, risk management and investment counseling.
- http://www.feeonlyadvisor.com/
Runnymede Capital Management
Research intensive investment firm headquartered in Mendham, New Jersey.
- http://www.runnymede.com
R.W. Roge & Company
Financial planning and investment management for high net-worth individuals, business, pension plans, trust, or foundations.
- http://www.rwroge.com/
Ryan Labs
Financial lab dedicated to solving financial problems through low cost and low risk solutions. Information about company, personel and location.
- http://www.ryanlabs.com
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/
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/
Greenville Capital Management
Specializes in the management of small capitalization growth equities.
- http://www.greenvillecap.com/
Golberg Lindsay and Co. LLC
Provides money management services. Specializing in equity investments.
- http://www.lgblp.com/
Gluskin Sheff and Associates
Wealth management for high net worth individuals.
- http://www.gluskinsheff.com/
Godsey and Gibb Associates Investment Counsel
Personalized investment management for individuals, corporations and foundations.
- http://www.godseyandgibb.com/
GFC Capital
Stock advisory, international arbitrage to high net-worth individuals.
- http://www.gfccaps.com/
Grecu Capital Management, Inc.
Independent money management firm offering service to individual and institutional clients.
- http://www.grecucapital.com/
Griffin Capital Management
Investment products focusing on Europe, Germany and Eastern Europe.
- http://www.griffincm.com
Grunden Financial Advisory, Inc.
Provides investment advice and asset management services using the Age 100 Growth Plan.
- http://www.grunden.com/
GlobalBridge Inc.
GlobalBridge Professional Portfolio, featuring professional money managers from the U.S.
- http://www.globalbridgeinc.com
Green Investment Management
Registered investment advisor.
- http://www.gimlink.com/start.htm
GA Bishop and Associates, LLC
Provides as-needed financial planning services and advice to people and small businesses.
- http://www.gabishopandassociates.com
GED and Associates, LLC
A full service fee only investment advisory firm. Providing portfolio management and financial planning services.
- http://ged4financialplans.com/
Geller Capital Management
Registered investment advisor, managing domestic equity, options and fixed income portfolios for high net worth, corporate and institutional investors.
- http://www.gellercapital.com/
GLB Group
Fee-only investment advisory specializing in building and managing growth-oriented equity portfolios.
- http://www.glbgroup.com
Global Trends Investments
A registered investment advisor working with individual and corporate clients.
- http://www.globaltrend.com/
GoInvestit.com
Financial services to the individual and small business investor. Complete financial planning and employee benefits packages.
- http://www.goinvestit.com/
Gold Leaf Capital Management, Inc.
Fee-only, independent money management firm specializing in capital preservation investments and focused on IRAs, IRA rollovers, retirement and estate planning.
- http://www.goldleafcapital.com/
Golden Gate Financial Group LLC
Registered advisor and Broker-Dealer providing investment management services to high net worth individuals. San Francisco, California, United States.
- http://www.ggfg.com/
Gould Asset Management
Specializing in disciplined, quantitative investment strategies and employing a globally diversified range of asset classes.
- http://www.gouldasset.com/
Grayeli Investment Management
Registered investment advisory company providing personalized discretionary investment management services to individuals, foundations and corporations.
- http://www.grayeli.com
Greenberg Financial Group
Licensed a securities broker/dealer as well as an insurance agency. Portfolio management, investment consultation and advisory services.
- http://www.greenbergfinancial.com/
Greystone Financial Advisors, LLC
An independent, fee-only investment advisor specializing in wealth management, financial and retirement planning.
- http://www.greystonefinancial.com/
Gross Capital Associates
Provides investor and public relations for publicly traded companies.
- http://www.grosscapital.com/
Gualario & Co., LLC
A Registered Investment Advisor that manages a variety of institutional and individual investment accounts. Specializes in equity and options strategies.
- http://www.gualario.com
GW Capital, Inc. home page
Institutionally focused investment management boutique specializing in small-cap equity and blended high-yield fixed income. Located in Bellevue, Washington.
- http://gwcapitalinc.com
Financial & Investment Management Advisors, Inc.
Provides fee-based financial planning and investment management services to individuals, retirement plans and corportations.
- http://www.fimadvisors.com/
Finsuper
Provides employees of the finance and insurance industry with low cost, high performance superannuation.
- http://www.finsuper.com.au
Frank Capital Partners LLC
Provides investment management services for a mutual fund and privately managed accounts.
- http://www.frankfunds.com/
Freestone Capital Management
Investing, wealth management.
- http://www.freestonecapital.com
Fenimore Asset Management, Inc.
Investments for high net worth individuals, retirement plans, trusts, endowments, foundations, and Taft-Hartley accounts.
- http://www.fenimoreasset.com/
Fidelity Institutional Asset Management
Investment management sales and client services to institutions.
- http://institutional.fidelity.com/
FISN, Inc
Investment manager specializing in securities protected by the U.S. government.
- http://www.fisn.com/brochure/index.html
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/
Forum Capital Partners LLC
Private equity firm providing management and advisory services to our investment partners and investors worldwide.
- http://www.forumcp.com
Firstcall India Equity Advisors Pvt. Ltd.
Offering private equity advisory and investment banking services. Mumbai, India.
- http://www.firstcallindiaequity.com/
Fillmore Capital Partners, LLC
Serving institutional investors and high net worth individuals, principally in high yield structured real estate investments.
- http://www.fillmorecap.com/
Fiduciary Capital Management, Inc.
Provides institutional clients with stable value investment management services.
- http://www.fcmstablevalue.com
Fiduciary Capital Management, Inc.
Provides institutional clients with stable value investment management services.
- http://www.fcmstablevalue.com
Farr, Miller and Washington, LLC
Specializing in long-term portfolio management for individuals and institutions. Washington, D.C.
- http://www.farrmiller.com/
Fauchier Partners
Manages customized portfolios of alternative investment and hedge funds. Features companys profile and contact details.
- http://www.fauchierpartners.com/
Fidelity Capital Management.
Provides comprehensive financial planning services, including estate, retirement,and business continuity planning.
- http://fidelitycapitalmanagement.com/
Fiduciary Asset Management, LLC
A registered investment adviser offering a range of equity and fixed income strategies for institutional and private clients.
- http://www.fiduciaryasset.com/
Fiduciary Management Associates, Inc.
Offering large cap, small cap, and fixed income products.
- http://www.fmausa.com/
Field Stone Financial
Full service financial management firm.
- http://www.fieldstonefinancial.com/
Financial Advisors, Inc.
Provides information and services to both financial advisors and investors in US.
- http://www.financialadvisors.com/
Financial Services Advisory, Inc.
An registered investment advisory company in Silver Spring, MD.
- http://www.fsainvest.com
F.L. Putnam
Independent investment counseling firm providing.
- http://www.flputnam.com/
FLC Capital Advisors
Provides financial and retirement planning, asset management and tax planning.
- http://www.flccapitaladvisors.com/
Fletcher Asset Management Inc
Registered Investment Advisor.
- http://www.fam-inc.com/
Flynn Zito Capital Management
Investment advisor offers services for the individual investor.
- http://www.flynnzito.com/
Focus Financial Consultants
Fee-only financial planning and investment management services by CPAs and CFPs.
- http://www.focusfinancialconsultants.com
Forest Investment
Registered Investment Adviser providing investment management services for institutional investors in timberland.
- http://www.forestinvest.com
Fortney Investment Advisors, Inc.
Providing investment advisory services to individuals and retirement accounts.
- http://www.fortneyadvisors.com/
Franklin Park Associates, LLC
Provides private equity investment and portfolio advisory services to institutional investors. Features publications and contact details.
- http://www.franklinparkllc.com/
Future Funds Pty Ltd
Provides superannuation, retirement and investment advice to clients in Australia from Sydney to Perth.
- http://www.futurefunds.com.au
eWebPortfolio
Fully functional portfolio management and accounting system that runs on the Web.
- http://www.ewebportfolio.com/
My Savings Bonds
Windows based software package for maintaining savings bonds portfolios. Calculates the exact value of your savings bonds for up to 6 months at a time.
- http://www.mysavingsbonds.com
ESQuotes
Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
- http://www.esquotes.com
Beiley Software Fund Manager
Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports.
- http://www.beiley.com/
DataCow Technologies
Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
- http://www.datacow.com/
DTLink Software
Personal Stock Monitor software for individual investors, helps track and manage your portfolio by providing automatic quote downloads over the Internet, flexible alerts, and links to news and charts.
- http://www.dtlink.com/
Quotes Station
Adware stock quotes and portfolio manager software.
- http://www.aadsoft.com/quotes/intro.htm
Captool Investment Software
Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
- http://www.captools.com/
DRIP Wizard
Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
- http://www.dripwizard.com
Investment Spy
Investors toolkit for portfolio stock management, up-to-the minute research, hot stock picks, plus Adriane Bergs Insiders Guide to Investing. Download free demo.
- http://www.investmentspy.com/
Techfi - Portfolio 2000
A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
- http://www.techfi.com
Traders Edge
Canadian Investment Software. This program manages stock market investment.
- http://www.tradersedge.com
Stock Manager
Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
- http://tinystocks.com
Electric Scorecard II
Accounting software to track commodity trades.
- http://www.orbitsoft.com
QUANTIX Software Inc
Investment portfolio software for tracking of stocks, bonds, funds.
- http://www.quantixsoftware.com
Alternative Software Development
Provides software for Hedge Fund portfolio creation through downside risk management.
- http://www.alternativesoft.com/
AnalytX, Inc.
Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
- http://www.analytx.com
Advisormart.com
Online portfolio management for investment advisors, brokers, and financial planners.
- http://www.advisormart.com
Efficient Solutions Inc.
Portfolio optimization software for investment professionals and sophisticated personal investors.
- http://www.effisols.com
Portfolio Selection Systems
Portfolio theory, and optimization software.
- http://www.portfolionetworks.com/
Radix Research Ltd
Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
- http://www.radixresearch.com
Quotes-Station Freeware
Software to track and manage investment online. Build your own personal multi screen browser.
- http://www.quotes-station.com
Croesus Portfolio Management System
An advanced portfolio management software solution for the securities industry.
- http://www.croesus.com
StatementOne.com
Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
- http://www.statementone.com
Ravenfields Software Inc.
Back office system solutions provider for Fund Companies.
- http://www.ravenfields.com
ClaroLogic
Personal and enterprise level portfolio and fund management systems.
- http://www.clarologic.com/
Amateur Invest
A secure, investment and portfolio manager. Monitor historic data of specific companies and stocks, and manage your stock portfolio in terms of profits and losses. Get prices / quotes via the internet in realtime and for free.
- http://www.amateur-invest.com
Zunna, Inc.
Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
- http://www.zunna.com/
Primafin Software AG
Portfolio management software and consulting.
- http://www.primafin.com/
TradeLog
Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
- http://www.armencomp.com/tradelog
Compuware, India
A comprehensive package for portfolios management and accounting.
- http://www.compuwareonline.com/software/investment.asp
FinancialCad
Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
- http://www.fincad.com
Investors Source
Financial planning and portfolio management, web calculators and contact management.
- http://www.investorssource.com/
BasketFunds
Mutual and stock portfolio management services. Product and services information provided.
- http://www.basketfunds.com/
BasketFunds
Mutual and stock portfolio management services. Product and services information provided.
- http://www.basketfunds.com/
Pertrac 2000
Pertrac is a powerful suite of investment tools for financial professionals.
- http://www.pertrac2000.com
TradePerformance
Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
- http://www.tradeperformance.com/
Gravity Investments
Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio theory. Sophisticated investors use it for sales and marketing, asset allocation and risk management.
- http://www.gravityinvestments.com/
Leading Market Technologies
Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
- http://www.lmt-expo.com
Advisors Assistant
Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return.
- http://www.climark.com
Milvus Software Limited
Offers wealth management software that manages the assets of high net worth individuals, and provides for the administration and control of clients trading activities and the need for tax efficient vehicles.
- http://www.milvussoftware.com/
Incom
Incom provides wealth management software and systems for personal and business investors.
- http://www.incom.com.au
Custom Design Software
Real estate property analysis software for real estate investors.
- http://www.real-estate-investor-online.com/
RiskData Portfolio Solutions
Real-Time desktop portfolio risk simulation and measurement solution. Monte-Carlo based risk attribution, VaR, optimization and tracking, coherent with more than 10000 risk factors correlations.
- http://www.riskdata.com
Portfolio MCS
Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return.
- http://www.portfolioriskanalysis.com
Bytelogics Inc
New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
- http://www.bytelogics.com/
Efficient Portfolios
A web-based solution that provides financial planners and investment professionals with the ability to apply modern portfolio theory, Monte Carlo simulation, risk assessment, and performance backtesting to the selection, evaluation, and optimization of their clients portfolios.
- http://www.effport.com
PMSA Inc.
Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
- http://www.pmsa-inc.com
Asset Allocation Analyst
The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
- http://www.assetallocationanalyst.com
Advisor Software Inc.
ASI is a provider of Wealth Management Software to the financial services industry focusing on providing tools for advisors to delivery advice and sell investments.
- http://www.advisorsoftware.com
prommise
PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as prepare parties for securitisation of part of their portfolios.
- http://www.prommise.com
SunGard Online Investment Systems
Integrated wealth management and front-office financial solutions for banks, brokerage and insurance. Solutions for CRM, portfolio management, online trading, performance measurement, financial planning, asset allocation, compliance and suitability.
- http://www.online.sungard.com
Cainsoft, Inc.
Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
- http://www.cainsoft.com
Excelquant
Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions.
- http://www.excelquant.com
Integrated Decision Systems
The IDS Suite of products are in production world-wide at top-tier banks, brokerage firms, separately managed account and wealth management advisors, securities lending environments, and prime brokerages.
- http://www.idsnet.com
Equitrend
Offers money management system with daily updates and monthly newsletter.
- http://www.Equitrend.com
Investor Coach
Offer online portfolio management tool for stock investment.
- http://www.investcoach.com/
Computerized Portfolio Management System
Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
- http://www.cpms.com/
DynaPorte
Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly.
- http://www.dynaporte.com