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Investment Resources

  • 1-800-Mutuals: Financial planners specializing in providing unbiased retirement planning advice through mutual funds investments.
  • A.B. Korelin & Associates: Offers consulting services companies who wish to be listed on United States stock exchanges.
  • Acadia Advisors: Specializes in corporate valuation, and provides analytical software to institutional investors to compare and contrast securities.
  • Advisorport: Gives investment advisors the power to outsource and customize key advisor functions.
  • AdvisorTech Corp.: Provider of internet technologies and brokerage services to financial intermediaries.
  • AdvisoryWorld.com: Provides financial tools and services to professional investors.
  • AIG SunAmerica: Conducts its business through five segments: annuity operations, asset management, retirement trust services, broker-dealer operations, and premium financing.
  • Alexander Capital Markets, LLC: Offers custom structured financing services for corporate clients and manages HedgeLoan financing exclusively for The HedgeLender Partnership.
  • Allegheny Financial Group: Financial planning consultants specializing in investment services, asset management, broker services and mergers and acquisitions.
  • Alliance Capital Management:
  • Altin AG: Provides private and institutional investors with access to a diversified portfolio of hedge funds or similar alternative investments with daily liquidity.
  • American Institute of Certified Public Accounting (AICPA) - CPA/PFS: Offers information about and directory of professionals holding the CPA/PFS accreditation.
  • Armstrong Pacific Co., Inc.: Provides services such as equity investment, business advisory, enterprise incubation, and project management.
  • Arnerich Massena & Associates, Inc.: Investment consulting firm assists institutional and private clients.
  • Arrow Financial Services Group Investment Club: Specializes in real estate investing and secure savings accounts.
  • Asset Management Consulting AG: Swiss portfolio and asset managers based in Zurich.
  • Babson-United, Inc.: Offers newsletters, SRC stock charts, and investment advisor services.
  • Barra, Inc.: Provides analytical models, consulting and money management services.
  • Bay Harbor Partners: Secondary market services for investors in private equity partnership interests.
  • 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.
  • Bear Stearns Global Clearing: Focuses on the strategic and operational needs of the financial services professional.
  • bivio.com: Offers users the ability to start and run an investment club with services such as accounting, tax support, performance reports, and file sharing.
  • Bridport Investor Services: Offers independent, personalized and conflict-free advice to institutional investors on all fixed income markets.
  • C. E. Unterberg: Offers investment services for high growth technology companies in the US.
  • Canada US Investment: Offers business advisory services, including feasibility of investing, starting a business, joint venture, franchise in Canada and USA, business plan development
  • Charteris Treasury Portfolio Managers: UK-based asset managers specialising in discretionary portfolio management
  • China Club, The: Membership organization that provides unique investment opportunities for individual investors in the U.S. and internationally.
  • Cincinnati Capital Homepage: Provides corporate finance, private equity, mergers and acquisitions, turnaround workouts and financial advisory services.
  • Close Brothers Investment Limited: Services include origination, sponsorship, management and marketing of both tax based and property based personal investment products.
  • 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.
  • Commodity Futures Traders Club News: For commodity futures traders or those wishing to learn about or get started in commodity futures trading.
  • Commodity Traders Club: Members exchange shared knowledge on commodities, trading products, services, methodology, technical analysis, day trading, newsletters, product reviews.
  • Commonfund: Provides fund management and investment advice for nonprofit institutions.
  • Commonwealth Church Finance: Serving churches and non-profit organizations with capital funding needs.
  • Conseco:
  • Cramer Rosenthal McGlynn: Offers investment and asset management services to wealthy families and institutions
  • Credit Bancorp: Offers financial planning and investment services to high-end clients.
  • Darier Hentsch & Cie: Private bank in Geneva, Switzerland specialising in management of private and institutional assets and of investment funds.
  • Day Traders USA: Meetings and information for short term stock, option and currency traders.
  • Debt on Net India: Web-based interface for private placement, buyback, distribution of Indian debt paper. Provides comprehensive debt market information, and databases.
  • Do Diligence Partners, Inc.: Offers technology due diligence and implementation services to investors, technology companies, IT organizations and corporations.
  • 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.
  • Econophysica Ltd: Provides derivatives pricing and risk evaluation services.
  • EF Moody: Registered investment advisor offering comprehensive info on insurance, financial planning, and investments.
  • European Contact, Inc.: Places investors in international high yield investment programs.
  • EzTrade.com: Online charts and interactive analysis for stocks, options, and commodity futures. Extensive database including option volatilities updated daily. Helpful options tutorial.
  • FDL Financial Services: Full service investment and asset management firm located in downtown Washington, D.C.
  • Financial Passages: Free investment and money information service.
  • Financial Planning Association (FPA): Community that fosters the value of financial planning and advances the financial planning profession.
  • Fincorp Investements Limited: Provides non-bank finance and investments.
  • Forest Capital Partners, LLC: Provides timberland investment services to the affluent.
  • FTI Institutional: Offers investment capabilities of three asset management organizations: Franklin, Templeton, and Fiduciary Trust International.
  • Fund Information resource: Fund information for world wide investors
  • FundQuest Inc.: FundQuest Incorporated designs, develops, and operates branded, flexible fee-based investment programs for financial institutions.
  • Galaxy Portfolio Services: Advisory firm services the sophisticated investor through a range of unit-linked investment products.
  • GE Interest Plus: Investment opportunity in the General Electric Capital Corporation. Provides on-line prospectus.
  • GicDirect.com: They provide rates on gic and term deposits in Canada and also have a currency exchange and a mortgage service.
  • GlobeOp Financial Services: Provides services to successfully launch and operate a private investment entity.
  • Great Plains Trust Company: Providing a full spectrum of investment services.
  • Guard Capital: Family-owned US Insurance and banking group planning to offer investment and life insurance products.
  • Hargis Financial: Offers fee based personalized portfolio management for high net worth individuals worldwide. Also offers a weekly market commentary newsletter for the public.
  • Heron Capital Management: SEC registered investment advisor providing investment services to individuals, trusts, pension funds, and corporations.
  • Holloway & Associates: Wise investment and wealth creation, financial Services and advice.
  • ICMA-RC: Provider of retirement plans, investment services, and financial services for the public sector. Site hosts information about the company and products as well as investment education and legislative developments.
  • Indochina Group Ltd: Provides investment services to high net worth individuals and privately held companies.
  • ING:
  • Institute For Private Investors (IPI): Provides research, education and networking forums for individuals with substantial assets and their advisors
  • Institutional Investor Online: Contains articles, banking, mutual fund advice, portfolio strategies, and research.
  • Interactive Investor: Finance and investment information in the United Kingdom. (Nasdaq: IINV).
  • 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.
  • 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.
  • Investments 101 Stock Club: NAIC investment club.
  • Investor Advisor: Online community where investors and advisors can come together for each others mutual benefit.
  • Investor Data Exchange: Grassroots coalition of ground floor investors.
  • InvestorForce: Develops online tools for intitutional investors, money managers, and plan sponsorts to help them manage their clients more efficiently.
  • Investors Referral Service, Inc: Service designed to match investors to financial professionals products and services.
  • Joondalup Money Club: Includes details on partnerships and accounting methods.
  • Kelly Financial Group: Provides investment services to professionals, the affluent and their families.
  • Lee Munder Capital Group: Provides comprehensive investment solutions for a full range of risk parameters.
  • 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.
  • 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.
  • Lutheran Brotherhood: Not-for-profit fraternal benefit society that offers financial products and services to Lutherans.
  • MacGold Direct Inc.: Financial investigators and investment dispute consultants for Canada.
  • Malipayon Fund Information: Subscription-based access to extensive searchable database of investment funds worldwide
  • Markov Processes International: Investment technology firm providing analytical software tools and services to the institutional investment marketplace.
  • Matrix Settlement and Clearance Services, LLC: Service bureau offers automated mutual fund clearing and settlement services.
  • Mercer Investment Consulting: Global consulting firm offers pension and investment articles, news, software and services.
  • Mesirow Financial: Offers investment management, securities, investment banking insurance services.
  • 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.
  • MLC Investments: Offers superannuation, mortgages, insurance and more.
  • 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
  • mPower Advisors: Offers investment advice, retirement planning, and fund and plan information.
  • Multi strategy fund of hedge funds: Amsterdam-based fund of hedge funds aiming for low volatility.
  • New England Pension Consultants: A full-service investment-consulting firm based in Cambridge, Massachusetts.
  • NewRiver Investor Communications, Inc.: Provides electronic communications solutions to the brokerage, mutual fund and insurance industries.
  • NewSmith Capital Partners: Offers investment management and corporate finance services to businesses and high net worth individuals
  • North American Pension Services: Consultant offers financial planning services in the areas of retirement and investing management.
  • Northwestern Mutual Financial Network: Provides guidance on insurance, investment products and services, and retirement and estate planning.
  • Nubase Technologies Inc.: Enterprise e-Business enabler and application service provider for the financial services industry. Offers proprietary turnkey systems to discount brokerage firms.
  • Oakwood Capital Management: Specializes in small and mid-cap investment management.
  • Odewald & Compagnie: Within the framework of private equity transactions,invests in established, high-growth medium-sized companies domiciled in German-speaking countries.
  • Off Wall Street Consulting Group: Provides research and buy/sell recommendations to professional money managers.
  • 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.
  • Oxford Club, The: Private group of investors offering research, financial publications, and seminars to help members build wealth.
  • Peter L. Bernstein, Inc.: An economic consultant to institutional investors.
  • Pharos Financial Group: Provides institutions and private investors an opportunity to gain exposure to the emerging markets of the former Soviet Union.
  • Phillips & Drew: Value manager offering a wide range of investment services on a global basis.
  • Photonics Investments: Provides investment services and management consulting to the optics/photonics industry.
  • Price Pattern Prediction: Offers stock market predictions using advanced mathematics.
  • PTS Asset Management: SEC registered investment advisor providing specialized management of mutual funds, variable annuities, variable life and individual participant 401k account.
  • Quantitative Investment Management LLC: A global investment firm specializing in alternative investment strategies for institutional and private investors.
  • Ramirez and Co., Inc.: A full service securities firm.
  • Redbus Group: Redbus Investments, and the companies they have invested in so far.
  • Ric Edelman: Official site for the financial planner, author, and radio personality.
  • Rockefeller and Co: Investment management firm for wealthy families, foundations and non-profit organizations.
  • Sai Securities and Consultants: Investment and tax consultancy company based in Chennai, India.
  • Shields and Associates: Offers comprehensive asset management consulting to corporate plan sponsors, foundations and endowments and to high-net-worth individuals.
  • Silicon Investor: Message boards, stock charts and quotes, and profiles for technology companies. Registration required to post messages.
  • Sorrento Group: Financial services group providing fee-based investment advice to high net worth individuals and early-stage venture capital and advice for businesses.
  • Stock1.com: Dividend reinvestment plan (DRIP) club. Offers research, lists of top performers, newsletters, and more.
  • Stockletter Investment Positioning Club: Members only investment positioning club using the power of a group to access information and control the float of undervalued securities.
  • Superb-Stocks.com: Real-time trading room focusing on the QQQ for day traders.
  • Tax credits marketplace: Intermediaries specialising in facilitating conversion of US rehabilitation historic tax credits.
  • Taylor Young Investment Management: Provides investment services for individuals, charities and institutions.
  • Terry McDaniel and Company: Provides investment counseling and portfolio management services.
  • The Arbitrage Group: Provider of arbitrage rebate and mathematical verification services.
  • The Consortium: Renders compliance, practice management and marketing support to broker/dealers and investment advisors.
  • The Forestland Group: Acquires and manages timberland investments for institutions, families, and individuals.
  • The Investment House: Providers of financial and real estate investment services in the Middle East.
  • The Share Option Centre: Offers management of employee share schemes.
  • The Swiss Advantage: Provides unbiased information to those seeking offshore investment opportunities.
  • Topix.net: Investment Services: News about the investment services industry, collected from various sources on the web. [RSS]
  • Toronto Investment Club: Nonprofit club dedicated to the picking of stocks using fundamental analysis.
  • UBG Financial Corporation: Arranges cross-border debt financing for large corporates utilising specific corporate finance strategies.
  • Ultimus Fund Solutions: Provides management services to small to medium-sized mutual fund groups.
  • United Bankers: Provides global advisory, execution and custodian service.
  • Venfin Limited: A technology investment holding company that mainly concentrated on investing in telecommunications and information technology.
  • Watt Carmichael: Serves its personal and institutional clients with a full range of private wealth management financial and advisory services.
  • Wellington Management Company: Provides a comprehensive range investment services to public and private institutions.
  • Wild Capital Investment Club: Located in Columbia, Missouri.
  • YHB Retirement Services: Offers investment plans, recordkeeping, full access to participant account information, and education services for companies and employees.
  • Yorkchester Ladies Guild: Investment club by and for women.
  • 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.

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