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Investment Services  (110)

This category covers investment services that cater to businesses including asset and investment management, 401(K) and pension plan management, capital raising and financing services, and financial advisory services.

 
@Financial Consultants  (248) @Money Managers  (809)
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A.B. Korelin & Associates - Offers consulting services companies who wish to be listed on United States stock exchanges.
http://www.abkorelin.com/
Acadia Advisors - Specializes in corporate valuation, and provides analytical software to institutional investors to compare and contrast securities.
http://www.acadiaadvisors.com/
AdvisorTech Corp. - Provider of internet technologies and brokerage services to financial intermediaries.
http://www.advisortech.com/
Advisorport - Gives investment advisors the power to outsource and customize key advisor functions.
http://www.advisorport.com/
AdvisoryWorld.com - Provides financial tools and services to professional investors.
http://www.advisoryworld.com/
Alexander Capital Markets, LLC - Offers custom structured financing services for corporate clients and manages HedgeLoan financing exclusively for The HedgeLender Partnership.
http://www.alexandercapitalmarkets.com
Altin AG - Provides private and institutional investors with access to a diversified portfolio of hedge funds or similar alternative investments with daily liquidity.
http://www.altin.ch/
Amazon Investment Group - Independent investment firm that gives investment recommendations.
http://www.amazoninvestmentgroup.com/
Armstrong Pacific Co., Inc. - Provides services such as equity investment, business advisory, enterprise incubation, and project management.
http://www.armstrongpacific.com
Arnerich Massena & Associates, Inc. - Investment consulting firm assists institutional and private clients.
http://www.am-a.com/
Asset Management Consulting AG - Swiss portfolio and asset managers based in Zurich.
http://www.amconsulting.ch/english_swissam.htm
Atlantica Associates - Provides research support for global investment strategies, focusing on exchange rate related gains and risks.
http://currencyrisk.com
Austderiv Pty Ltd - Offers services to investors seeking portfolio management in the Australian stock market.
http://www.austderiv.com.au/
BD Advantage, Inc. - Provides a B2B marketplace for broker dealers to share ideas and technologies, cross sell their products and services, and advertise directly to one another.
http://www.bdadvantage.com/
Babson-United, Inc. - Offers newsletters, SRC stock charts, and investment advisor services.
http://www.babson.com
Barra, Inc. - Provides analytical models, consulting and money management services.
http://www.barra.com/
Bay Harbor Partners - Secondary market services for investors in private equity partnership interests.
http://www.bayharborpartners.com
Bear Stearns Global Clearing - Focuses on the strategic and operational needs of the financial services professional.
http://www.globalclearing.com/
Bridport Investor Services - Offers independent, personalized and conflict-free advice to institutional investors on all fixed income markets.
http://www.bridport.ch/
C. E. Unterberg - Offers investment services for high growth technology companies in the US.
http://www.unterberg.com/
Canada US Investment - Offers business advisory services, including feasibility of investing, starting a business, joint venture, franchise in Canada and USA, business plan development
http://www.canadausinvestment.com/
Charteris Treasury Portfolio Managers - UK-based asset managers specialising in discretionary portfolio management
http://www.charteris.co.uk/
Chesterman Consultants - A Hong Kong based financial services company which specialises in creative financial strategies for corporate and high net worth individual clients
http://www.chesterman-int.com
Cincinnati Capital Homepage - Provides corporate finance, private equity, mergers and acquisitions, turnaround workouts and financial advisory services.
http://cincycapital.com
Close Brothers Investment Limited - Services include origination, sponsorship, management and marketing of both tax based and property based personal investment products.
http://www.cbil.com/
Close Brothers Ltd Treasury Services - Provides money market deposit services for companies and individuals. Instant access call accounts, notice accounts, foreign exchange, and good investment advice.
http://www.closetreasury.co.uk/
Commonfund - Provides fund management and investment advice for nonprofit institutions.
http://www.commonfund.org
Commonwealth Church Finance - Serving churches and non-profit organizations with capital funding needs.
http://www.commonwealthchurchfin.com/
Cramer Rosenthal McGlynn - Offers investment and asset management services to wealthy families and institutions
http://www.crmllc.com/
Credit Bancorp - Offers financial planning and investment services to high-end clients.
http://www.creditbancorp.com/
Darier Hentsch & Cie - Private bank in Geneva, Switzerland specialising in management of private and institutional assets and of investment funds.
http://www.darierhentsch.com/
E. Magnus Oppenheim & Co., Inc. - Specializes in institutional investment research, concentrating on fundamental in-depth analysis of securities in search of capital appreciation investment opportunities.
http://www.emagnus.com/
Econophysica Ltd - Provides derivatives pricing and risk evaluation services.
http://www.econophysica.com/
European Contact, Inc. - Places investors in international high yield investment programs.
http://www.europeancontact.com/
FDL Financial Services - Full service investment and asset management firm located in downtown Washington, D.C.
http://www.fdlfinancial.com/
FTI Institutional - Offers investment capabilities of three asset management organizations: Franklin, Templeton, and Fiduciary Trust International.
http://www.ftinstitutional.com/
Fidelity CashManager - Designed for clients investing in the Fidelity institutional money market funds.
https://www.fidelitycashmanager.com/
Fincorp Investements Limited - Provides non-bank finance and investments.
http://www.fincorp.com.au/
Forest Capital Partners, LLC - Provides timberland investment services to the affluent.
http://www.forestcap.com/
Fund Information resource - Fund information for world wide investors
http://www.fundaccount.com
FundQuest Inc. - FundQuest Incorporated designs, develops, and operates branded, flexible fee-based investment programs for financial institutions.
http://www.fundquest.com
Galaxy Portfolio Services - Advisory firm services the sophisticated investor through a range of unit-linked investment products.
http://www.galaxy.co.za/
GicDirect.com - They provide rates on gic and term deposits in Canada and also have a currency exchange and a mortgage service.
http://www.gicdirect.com
GlobeOp Financial Services - Provides services to successfully launch and operate a private investment entity.
http://www.globeop.com
Guard Capital - Family-owned US Insurance and banking group planning to offer investment and life insurance products.
http://www.guardcapital.com
Hargis Financial - Offers fee based personalized portfolio management for high net worth individuals worldwide. Also offers a weekly market commentary newsletter for the public.
http://www.hargisfinancial.com/
Holloway & Associates - Wise investment and wealth creation, financial Services and advice.
http://www.wizeinvestment.com
Indochina Group Ltd - Provides investment services to high net worth individuals and privately held companies.
http://www.investmentandfinance.com/
Institutional Investor Online - Contains articles, banking, mutual fund advice, portfolio strategies, and research.
http://www.iimagazine.com/
International Financial Data Services (IFDS) - Offers the global collective investment industry specialised BPO and ASP services. A joint venture of DST Systems and State Street.
http://www.ifdsgroup.com/
Investment Scorecard, Inc. - Investment Scorecard, Inc. provides performance reports to financial services firms and their clients. Our technology produces accurate, detailed and flexible print, CD-ROM and Internet reports.
http://www.investmentscorecard.com
Investor Advisor - Online community where investors and advisors can come together for each others mutual benefit.
http://www.investoradvisor.com/
InvestorForce - Develops online tools for intitutional investors, money managers, and plan sponsorts to help them manage their clients more efficiently.
http://www.investorforce.com/
Investors Referral Service, Inc - Service designed to match investors to financial professionals products and services.
http://www.investorsreferl.com/
Kelly Financial Group - Provides investment services to professionals, the affluent and their families.
http://www.advisorsquare.com/advisors/kellyfg/default.asp
Laton Capital Group - Operates in the Australian capital markets providing a broad range of financial services to large private and small public companies
http://www.laton.com.au/
Lee Munder Capital Group - Provides comprehensive investment solutions for a full range of risk parameters.
http://www.leemunder.com/
Long-Term Asset Management - Hong Kong based investment management firm. Services include setting up legal structures, advising on estate and succession planning, reviewing an existing portfolio of mutual funds, and, reviewing investment proposals.
http://www.ltermgroup.com/
Lucid Issuer Services Ltd - Agency providing research into identifying and communicating with bondholders and providing strategies to obtain consent to tender and exchange offers, complex Schemes of Arrangement and consensual restructurings.
http://www.lucid-is.com
MacGold Direct Inc. - Financial investigators and investment dispute consultants for Canada.
http://www.robertgoldin.com/
Malipayon Fund Information - Subscription-based access to extensive searchable database of investment funds worldwide
http://www.malipayon.com/
Markov Processes International - Investment technology firm providing analytical software tools and services to the institutional investment marketplace.
http://www.markovprocesses.com/
Matrix Settlement and Clearance Services, LLC - Service bureau offers automated mutual fund clearing and settlement services.
http://www.mscsonline.com/
Mercer Investment Consulting - Global consulting firm offers pension and investment articles, news, software and services.
http://www.merceric.com/
MicroRate - A rating agency dedicated to the evaluation of microfinance institutions. Its objectives are to quantify fiduciary and credit risk for potential investors or creditors.
http://www.microrate.com/
Mooring Financial Corporation - Private investment firm that owns and manages financial assets, including commercial loan portfolios, real estate tax liens, real estate and other specialized investments
http://www.mooringfinancial.com/
Multi strategy fund of hedge funds - Amsterdam-based fund of hedge funds aiming for low volatility.
http://www.onemsf.com
New England Pension Consultants - A full-service investment-consulting firm based in Cambridge, Massachusetts.
http://www.nepc.com/
NewRiver Investor Communications, Inc. - Provides electronic communications solutions to the brokerage, mutual fund and insurance industries.
http://www.newriver.com/
NewSmith Capital Partners - Offers investment management and corporate finance services to businesses and high net worth individuals
http://www.newsmithcapital.com
North American Pension Services - Consultant offers financial planning services in the areas of retirement and investing management.
http://www.naps-ltd.com
Nubase Technologies Inc. - Enterprise e-Business enabler and application service provider for the financial services industry. Offers proprietary turnkey systems to discount brokerage firms.
http://www.nubase.com/
Odewald & Compagnie - Within the framework of private equity transactions,invests in established, high-growth medium-sized companies domiciled in German-speaking countries.
http://www.ocie.de/
Off Wall Street Consulting Group - Provides research and buy/sell recommendations to professional money managers.
http://www.offwallstreet.com/
Old Mutual Asset Managers (OMAM) - A multi-national asset management business, whose operations are subsidiaries of Old Mutual, a London-listed international financial services group.
http://www.omam.com/
PTS Asset Management - SEC registered investment advisor providing specialized management of mutual funds, variable annuities, variable life and individual participant 401k account.
http://ptsmanagement.com/
Peter L. Bernstein, Inc. - An economic consultant to institutional investors.
http://www.peterlbernsteininc.com/
Pharos Financial Group - Provides institutions and private investors an opportunity to gain exposure to the emerging markets of the former Soviet Union.
http://www.pharosfund.com/
Phillips & Drew - Value manager offering a wide range of investment services on a global basis.
http://www.phillipsdrew.com/
Photonics Investments - Provides investment services and management consulting to the optics/photonics industry.
http://www.photonicsinvestments.com/
Portfolio Monitor - Automates many of the repetitive tasks associated with portfolio management.
http://www.portfoliomonitor.com/
Price Pattern Prediction - Offers stock market predictions using advanced mathematics.
http://www.pricepatternprediction.com/
Prudential-Bache International - Provides investment advice and services to clients throughout the world.
http://www.prudentialbache.com/
Quantitative Investment Management LLC - A global investment firm specializing in alternative investment strategies for institutional and private investors.
http://www.quantitative.com/
Ramirez and Co., Inc. - A full service securities firm.
http://www.ramirezco.com
Redbus Group - Redbus Investments, and the companies they have invested in so far.
http://www.redbus.co.uk
Rockefeller and Co - Investment management firm for wealthy families, foundations and non-profit organizations.
http://www.rockco.com/
Sai Securities and Consultants - Investment and tax consultancy company based in Chennai, India.
http://www.saisecurities.com
Separate Account Solutions - Provides open wholesale separate account plattform to financial service institutions.
http://www.separateaccounts.com/
Shields and Associates - Offers comprehensive asset management consulting to corporate plan sponsors, foundations and endowments and to high-net-worth individuals.
http://www.shieldsassoc.com
Sorrento Group - Financial services group providing fee-based investment advice to high net worth individuals and early-stage venture capital and advice for businesses.
http://www.sorrento-group.com
Tax credits marketplace - Intermediaries specialising in facilitating conversion of US rehabilitation historic tax credits.
http://www.historicequity.com
Taylor Young Investment Management - Provides investment services for individuals, charities and institutions.
http://www.tayloryoung.com/
Terry McDaniel and Company - Provides investment counseling and portfolio management services.
http://www.tmcdanco.com/
The Arbitrage Group - Provider of arbitrage rebate and mathematical verification services.
http://www.thearbitragegroup.com/
The Consortium - Renders compliance, practice management and marketing support to broker/dealers and investment advisors.
http://www.liftburden.com/
The Forestland Group - Acquires and manages timberland investments for institutions, families, and individuals.
http://www.forestlandgroup.com
The Investment House - Providers of financial and real estate investment services in the Middle East.
http://www.investhouse.com
The Share Option Centre - Offers management of employee share schemes.
http://www.theshareoptioncentre.com
The Swiss Advantage - Provides unbiased information to those seeking offshore investment opportunities.
http://www.swissadvantage.com
Thomson Management Solutions, Inc. - Solving the puzzles that face the financial services industry.
http://www.tmsolutionsinc.com
Topix.net: Investment Services - News about the investment services industry, collected from various sources on the web.
http://rss.topix.net/rss/business/investment-services.xml
UBG Financial Corporation - Arranges cross-border debt financing for large corporates utilising specific corporate finance strategies.
http://www.ubgcorp.com
Ultimus Fund Solutions - Provides management services to small to medium-sized mutual fund groups.
http://www.ultimusfundsolutions.com/
United Bankers - Provides global advisory, execution and custodian service.
http://www.ubglobe.com/
Venfin Limited - A technology investment holding company that mainly concentrated on investing in telecommunications and information technology.
http://www.venfin.com/
Watt Carmichael - Serves its personal and institutional clients with a full range of private wealth management financial and advisory services.
http://www.wattcarmichael.com/
Wellington Management Company - Provides a comprehensive range investment services to public and private institutions.
http://www.wellmanage.com/
YHB Retirement Services - Offers investment plans, recordkeeping, full access to participant account information, and education services for companies and employees.
http://www.yhbretirement.com/
Zero Alpha Group - Member investment advisory firms provide objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.
http://www.zeroalphagroup.com


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