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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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Investment Service Directory |
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