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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 |
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Eklubs
Designed to assist investment clubs manage their accounting and administration needs.
http://www.eklubs.com/ |
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Babson-United, Inc.
Offers newsletters, SRC stock charts, and investment advisor services.
http://www.babson.com |
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Galaxy Portfolio Services
Advisory firm services the sophisticated investor through a range of unit-linked investment products.
http://www.galaxy.co.za/ |
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Ramirez and Co., Inc.
A full service securities firm.
http://www.ramirezco.com |
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Off Wall Street Consulting Group
Provides research and buy/sell recommendations to professional money managers.
http://www.offwallstreet.com/ |
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Cramer Rosenthal McGlynn
Offers investment and asset management services to wealthy families and institutions
http://www.crmllc.com/ |
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FundQuest Inc.
FundQuest Incorporated designs, develops, and operates branded, flexible fee-based investment programs for financial institutions.
http://www.fundquest.com |
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Acadia Advisors
Specializes in corporate valuation, and provides analytical software to institutional investors to compare and contrast securities.
http://www.acadiaadvisors.com/ |
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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/ |
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Credit Bancorp
Offers financial planning and investment services to high-end clients.
http://www.creditbancorp.com/ |
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Atlantica Associates
Provides research support for global investment strategies, focusing on exchange rate related gains and risks.
http://currencyrisk.com |
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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 |
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Darier Hentsch & Cie
Private bank in Geneva, Switzerland specialising in management of private and institutional assets and of investment funds.
http://www.darierhentsch.com/ |
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Holloway & Associates
Wise investment and wealth creation, financial Services and advice.
http://www.wizeinvestment.com |
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Wealth Saver
Offers financial advice on stock and commodity investments and related services.
http://www.wealthsaver.net |
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Fund Information resource
Fund information for world wide investors
http://www.fundaccount.com |
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InvestorForce
Develops online tools for intitutional investors, money managers, and plan sponsorts to help them manage their clients more efficiently.
http://www.investorforce.com/ |
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Portfolio Monitor
Automates many of the repetitive tasks associated with portfolio management.
http://www.portfoliomonitor.com/ |
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Quantitative Investment Management LLC
A global investment firm specializing in alternative investment strategies for institutional and private investors.
http://www.quantitative.com/ |
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Arnerich Massena & Associates, Inc.
Investment consulting firm assists institutional and private clients.
http://www.am-a.com/ |
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NewSmith Capital Partners
Offers investment management and corporate finance services to businesses and high net worth individuals
http://www.newsmithcapital.com |
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European Contact, Inc.
Places investors in international high yield investment programs.
http://www.europeancontact.com/ |
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Venfin Limited
A technology investment holding company that mainly concentrated on investing in telecommunications and information technology.
http://www.venfin.com/ |
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Matrix Settlement and Clearance Services, LLC
Service bureau offers automated mutual fund clearing and settlement services.
http://www.mscsonline.com/ |
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Investors Referral Service, Inc
Service designed to match investors to financial professionals products and services.
http://www.investorsreferl.com/ |
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FTI Institutional
Offers investment capabilities of three asset management organizations: Franklin, Templeton, and Fiduciary Trust International.
http://www.ftinstitutional.com/ |
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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/ |
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Econophysica Ltd
Provides derivatives pricing and risk evaluation services.
http://www.econophysica.com/ |
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Photonics Investments
Provides investment services and management consulting to the optics/photonics industry.
http://www.photonicsinvestments.com/ |
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UBG Financial Corporation
Arranges cross-border debt financing for large corporates utilising specific corporate finance strategies.
http://www.ubgcorp.com |
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The Investment House
Providers of financial and real estate investment services in the Middle East.
http://www.investhouse.com |
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Charteris Treasury Portfolio Managers
UK-based asset managers specialising in discretionary portfolio management
http://www.charteris.co.uk/ |
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Redbus Group
Redbus Investments, and the companies they have invested in so far.
http://www.redbus.co.uk |
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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/ |
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Rockefeller and Co
Investment management firm for wealthy families, foundations and non-profit organizations.
http://www.rockco.com/ |
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GW Holdings
A diversified investment management firm with interests in real estate, land development, technology, wireless communications
http://www.gwholdings.com/ |
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Armstrong Pacific Co., Inc.
Provides services such as equity investment, business advisory, enterprise incubation, and project management.
http://www.armstrongpacific.com |
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Markov Processes International
Investment technology firm providing analytical software tools and services to the institutional investment marketplace.
http://www.markovprocesses.com/ |
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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 |
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AdvisoryWorld.com
Provides financial tools and services to professional investors.
http://www.advisoryworld.com/ |
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Multi strategy fund of hedge funds
Amsterdam-based fund of hedge funds aiming for low volatility.
http://www.onemsf.com |
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Separate Account Solutions
Provides open wholesale separate account plattform to financial service institutions.
http://www.separateaccounts.com/ |
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FDL Financial Services
Full service investment and asset management firm located in downtown Washington, D.C.
http://www.fdlfinancial.com/ |
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Austderiv Pty Ltd
Offers services to investors seeking portfolio management in the Australian stock market.
http://www.austderiv.com.au/ |
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Debt on Net India
Web-based interface for private placement, buyback, distribution of Indian debt paper. Provides comprehensive debt market information, and databases.
http://www.debtonnet.com/ |
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MacGold Direct Inc.
Financial investigators and investment dispute consultants for Canada.
http://www.robertgoldin.com/ |
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Forest Capital Partners, LLC
Provides timberland investment services to the affluent.
http://www.forestcap.com/ |
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Barra, Inc.
Provides analytical models, consulting and money management services.
http://www.barra.com/ |
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Mercer Investment Consulting
Global consulting firm offers pension and investment articles, news, software and services.
http://www.merceric.com/ |
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Oakwood Capital Management
Specializes in small and mid-cap investment management.
http://www.oakwoodcapital.com/ |
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United Bankers
Provides global advisory, execution and custodian service.
http://www.ubglobe.com/ |
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Ultimus Fund Solutions
Provides management services to small to medium-sized mutual fund groups.
http://www.ultimusfundsolutions.com/ |
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Prudential-Bache International
Provides investment advice and services to clients throughout the world.
http://www.prudentialbache.com/ |
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Commonwealth Church Finance
Serving churches and non-profit organizations with capital funding needs.
http://www.commonwealthchurchfin.com/ |
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Terry McDaniel and Company
Provides investment counseling and portfolio management services.
http://www.tmcdanco.com/ |
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Advisorport
Gives investment advisors the power to outsource and customize key advisor functions.
http://www.advisorport.com/ |
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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/ |
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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/ |
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Amazon Investment Group
Independent investment firm that gives investment recommendations.
http://www.amazoninvestmentgroup.com/ |
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Kelly Financial Group
Provides investment services to professionals, the affluent and their families.
http://www.advisorsquare.com/advisors/kellyfg/default.asp |
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Price Pattern Prediction
Offers stock market predictions using advanced mathematics.
http://www.pricepatternprediction.com/ |
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Fidelity CashManager
Designed for clients investing in the Fidelity institutional money market funds.
https://www.fidelitycashmanager.com/ |
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Do Diligence Partners, Inc.
Offers technology due diligence and implementation services to investors, technology companies, IT organizations and corporations.
http://www.dodiligence.com/ |
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Fincorp Investements Limited
Provides non-bank finance and investments.
http://www.fincorp.com.au/ |
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Lee Munder Capital Group
Provides comprehensive investment solutions for a full range of risk parameters.
http://www.leemunder.com/ |
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Thomson Management Solutions, Inc.
Solving the puzzles that face the financial services industry.
http://www.tmsolutionsinc.com |
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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/ |
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Bear Stearns Global Clearing
Focuses on the strategic and operational needs of the financial services professional.
http://www.globalclearing.com/ |
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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/ |
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Interactive Investor International Plc
Offers online financial services ti UK investors. (Nasdaq: IINV).
http://www.iii.co.uk/ |
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Mesirow Financial
Offers investment management, securities, investment banking insurance services.
http://www.mesirowfinancial.com/ |
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Bridport Investor Services
Offers independent, personalized and conflict-free advice to institutional investors on all fixed income markets.
http://www.bridport.ch/ |
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Great Plains Trust Company
Providing a full spectrum of investment services.
http://www.greatplainstrust.com/ |
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Guard Capital
Family-owned US Insurance and banking group planning to offer investment and life insurance products.
http://www.guardcapital.com |
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TimesSquare Capital Management, Inc.
An asset manager focused on meeting the investment needs of the institutional marketplace.
http://www.timessquarecapital.com/ |
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Investor Aadvisor
Online community where investors and advisors can come together for each others mutual benefit.
http://www.investoradvisor.com/ |
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Malipayon Fund Information
Subscription-based access to extensive searchable database of investment funds worldwide
http://www.malipayon.com/ |
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Tax credits marketplace
Intermediaries specialising in facilitating conversion of US rehabilitation historic tax credits.
http://www.historicequity.com |
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Phillips & Drew
Value manager offering a wide range of investment services on a global basis.
http://www.phillipsdrew.com/ |
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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 |
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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/ |
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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/ |
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PrivateTrade
Private Equity Partnerships for investors.
http://www.privatetrade.com/ |
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Sai Securities and Consultants
Investment and tax consultancy company based in Chennai, India.
http://www.saisecurities.com |
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Wellington Management Company
Provides a comprehensive range investment services to public and private institutions.
http://www.wellmanage.com/ |
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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/ |
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The Consortium
Renders compliance, practice management and marketing support to broker/dealers and investment advisors.
http://www.liftburden.com/ |
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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/ |
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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/ |
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C. E. Unterberg
Offers investment services for high growth technology companies in the US.
http://www.unterberg.com/ |
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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/ |
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Watt Carmichael
Serves its personal and institutional clients with a full range of private wealth management financial and advisory services.
http://www.wattcarmichael.com/ |
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Taylor Young Investment Management
Provides investment services for individuals, charities and institutions.
http://www.tayloryoung.com/ |
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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 |
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Indochina Group Ltd
Provides investment services to high net worth individuals and privately held companies.
http://www.investmentandfinance.com/ |
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The Share Option Centre
Offers management of employee share schemes.
http://www.theshareoptioncentre.com |
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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 |
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The Forestland Group
Acquires and manages timberland investments for institutions, families, and individuals.
http://www.forestlandgroup.com |
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Cincinnati Capital Homepage
Provides corporate finance, private equity, mergers and acquisitions, turnaround workouts and financial advisory services.
http://cincycapital.com |
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AdvisorTech Corp.
Provider of internet technologies and brokerage services to financial intermediaries.
http://www.advisortech.com/ |
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Peter L. Bernstein, Inc.
An economic consultant to institutional investors.
http://www.peterlbernsteininc.com/ |
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New England Pension Consultants
A full-service investment-consulting firm based in Cambridge, Massachusetts.
http://www.nepc.com/ |
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Institutional Investor Online
Contains articles, banking, mutual fund advice, portfolio strategies, and research.
http://www.iimagazine.com/ |
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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 |
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The Swiss Advantage
Provides unbiased information to those seeking offshore investment opportunities.
http://www.swissadvantage.com |
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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/ |
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Bay Harbor Partners
Secondary market services for investors in private equity partnership interests.
http://www.bayharborpartners.com |
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GlobeOp Financial Services
Provides services to successfully launch and operate a private investment entity.
http://www.globeop.com |
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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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Commonfund
Provides fund management and investment advice for nonprofit institutions.
http://www.commonfund.org |
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Deutsche Bank Global Securities Services
Global network supports investors in markets worldwide, covering most of the developed and emerging markets.
http://www.gss.deutsche-bank.com/index_e_f.htm |
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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/ |
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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/ |
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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/ |
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The Arbitrage Group
Provider of arbitrage rebate and mathematical verification services.
http://www.thearbitragegroup.com/ |
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Avatar Associates
Portfolio evaluation and profitability acceleration, specializing in energy and technology markets.
http://www.avatarassociates.com/ |
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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/ |
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Asset Management Consulting AG
Swiss portfolio and asset managers based in Zurich.
http://www.amconsulting.ch/english_swissam.htm |
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YHB Retirement Services
Offers investment plans, recordkeeping, full access to participant account information, and education services for companies and employees.
http://www.yhbretirement.com/ |
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NewRiver Investor Communications, Inc.
Provides electronic communications solutions to the brokerage, mutual fund and insurance industries.
http://www.newriver.com/ |
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North American Pension Services
Consultant offers financial planning services in the areas of retirement and investing management.
http://www.naps-ltd.com |
Additional
Information: 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.
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