Money Managers

Money Managers

• Certified Financial Planners@
• Mutual Funds@
• Registered Investment Advisors

Money Managers Links

• YMG Capital Management Inc. Originally founded in 1983, is a full service investment counsel firm.
  
• Seilern Investment Management Ltd. Portfolio management services for high net worth individuals, family trusts and institutions.
  
• CB Capital Management Individualized portfolio and personal asset management with leading financial institutions.
  
• OKUMUS Capital, LLC Hedge fund management, money management, asset management, portfolio and investment management.
  
• BFS Investments plc London-based Independent asset managers.
  
• FISN, Inc Investment manager specializing in securities protected by the U.S. government.
  
• Spin-Off Advisors, L.L.C. Investment research boutique, registered investment advisor and hedge fund manager.
  
• Bullhound Funds Discretionary asset management for technology investments.
  
• Legg Mason Capital Management Institutional investment advisor specializing in value oriented large and small cap separate accounts.
  
• Summit Global An investment management firm servicing institutional and individual clients.
  
• Scottish Widows Investment Partnership Pooled and segregated funds, with a choice of balanced and specialist management.
  
• Coast Asset Management Money manager in Santa Monica, Ca.
  
• Fenimore Asset Managment, Inc. Investments for high net worth individuals, retirement plans, trusts, endowments, foundations, and Taft-Hartley accounts.
  
• Dreher and Associates, Inc. Financial planning.
  
• Sanderson Capital Management, Inc. Independently owned investment management firm serving institutions and high net worth individuals.
  
• Signature Estate and Investments Advisors, Inc. Fee based registered investment advisory firm offering financial planning and investment management services for affluent individuals and corporations.
  
• Berents and Hess Capital Management Incorporated An investment management firm specializing in growth stock portfolios for high net worth individuals and institutions.
  
• Keane Capital Management, Inc. Manages private investment partnerships for accredited investors, family wealth offices, foundations, and the private client groups of financial institutions.
  
• CIC Advisors Traditional and alternative asset management for high net worth individuals and institutions. Based in Kuwait.
  
• The Fry Group Financial planning, tax planning, and executor and trustee services for British people working overseas, or UK residents receiving income from abroad.
  
• Harold C. Brown & Co., Inc. - Online Investment objectives implemented with consistency and persistence.
  
• Campbell Newman Asset Management Investment management and financial planning services to individual and institutional clients.
  
• Trendstat Capital Management Capital management firm managing funds and individual portfolios.
  
• New Amsterdam Partners LLC Offering large cap, mid cap, concentrated and socially responsible investment strategies to institutional investors.
  
• James Pappas Investment Counsel Registered investment adviser.
  
• NWQ Investment Management Manages assets for corporate and multi employer plans, public entities, endowments, foundations and high net-worth individuals.
  
• Cardinal Capital Investment management firm offering online trading and investment services.
  
• Sanco Services Managed Asset Allocation An investment manager specializing in portfolio asset allocation. Diversification, Quality and Income are key concepts. Manager actively trades positions in well established, profitable NYSE companies.
  
• Sierra Capital Planning Offers fee-based advisory services and private hedge fund.
  
• Godsey and Gibb Associates Investment Counsel Personalized investment management for individuals, corporations and foundations.
  
• Sovereign Offshore Limited International financial advisers.
  
• Beacon Investment Management Inc. Investment advisers,financial.
  
• Credit Suisse Asset Management Managed funds and superannuation products to a range of clients.
  
• Baillie Gifford Independent investment manager, managing pension funds, investment trusts and unit trusts and ISAs.
  
• Southfield Investment Advisors Growth style investment management services for individuals, IRA's, trusts, defined benefit plans and profit-sharing plans. 
  
• Heron Capital Management, Inc. A registered investment advisor providing fully managed investment services to a variety of clients including individuals, trusts, pension funds, 401K plans and corporations.
  
• Cofunds Limited The independent fundmarket dedicated to serving the needs of financial Intermediaries.
  
• Windsor Financial Advisors Provides objective financial services to mutual fund and annuity investors.
  
• Fiduciary Financial Services Managing assets for cities, professional associations, corporations and individuals.
  
• NorthStar Asset Management Specializes in the individual management of portfolios for private clients, foundations, corporations and institutions.
  
• True Capital Management Private investment services, located in Portland, Ore.
  
• Bazis & Riddle Investment Group Investment management, financial planning, lending and consulting.
  
• Strategicf Investment Group Provides investments services for pension funds, foundations, endowments, and high net worth individuals.
  
• KGP Money Management Results oriented approach to your money management.
  
• Voyageur Asset Management LLC Provides investment management for high net worth individuals and institutional investors. They specialize in tax exempt and tax sensitive cash management.
  
• Rothschild Asset Management Independent investment organization, specializing in retail products, institutional business and private wealth management.
  
• Meridian Capital Management, Inc. Registered investment advisory firm located in Omaha, Nebraska that provides fee-based portfolio management.
  
• SmarterAssets.com A multiple strategy program that combines asset protection with various welfare benefit programs supported by Internal Revenue Codes.
  
• Capital Management Group Holding Co., LLC Focused exclusively on managing hedge funds for wealthy individuals and families.
  
• Concorde Capital Mgt. Inc. USA based money management company located in Houston Texas.
  
• McGibbon Asset Management Professional money management in the Denver Area. Specializing in growth stocks and risk management.
  
• Greenville Capital Management Specializes in the management of small capitalization growth equities.
  
• Rhoads Grunden Lucca Capital Management Turnkey investment management for individuals across the US.
  
• Litman-Gregory Investment management services.
  
• Kit Cole Investment Advisory Services Achieve financial goals through a collaborative, comprehensive and education oriented approach to investment management.
  
• MRM Asset Allocation Investment advisory firm, specializing in low risk strategies for long term accumulation.
  
• B.C. Ziegler and Company Investment manager and provider of institutional investment services with expertise in church and school financing.
  
• NorAm Management Ltd. Offshore asset management through mutual funds, institutional products, private label investment entities and private account management.
  
• Horowitz and Company Our main investment objective is to look for uncommon values in stocks using three distinct methodologies.
  
• Savannah Capital Management Portfolio management for the individual investor.
  
• Profisys, LLC Independent, fee-only investment advisory firm that manages assets for individuals and small to medium sized businesses.
  
• Stonebridge Capital Management Incorporated A professional investment firm dedicated to serving the special requirements of affluent individuals and institutions.
  
• LEAP Fund Management Ltd. Financial and strategic advisory services to high technology, alternative energy, media and Internet businesses.
  
• Robert R. McKinley, Financial Planner Conservative financial planning.
  
• Bill Few Associates, Inc. A wealth management firm specializing in retirement planning, estate planning, portfolio management, and IRA accounts based in Pennsylvania.
  
• Pfeiffer Galland Private Banking A private bank that provides personalised wealth management, located in Indonesia.
  
• Pinnacle Investments of America, Inc. A MA registered hedge find for accredited investors.
  
• Appleton Partners, Inc Private growth-style investment management for investors seeking dedicated account service and superior returns.
  
• Cutler and Company, LLC An independent fiduciary providing top quality investment management to individuals, as well as corporate partners.
  
• Terry Balding and Associates This site will give you essential information for getting on the right track to money management.
  
• Webb And Associates Serving Arkansas needs for insurance, mutual fund, and annuities.
  
• Dynamic Financial Mgmt. Financial management.
  
• Cameron and Company LLC Financial consultants for individuals.
  
• Acumen Investments Offers investors who are willing to make their own selection of product substantial discounts by reinvested commission.
  
• Southern Capital Services Managed risk investing.
  
• Meeder Financial Services Custom investment solutions for individual and institutional investors since 1974.
  
• Korea Asset Management Corporation State-run asset management corporation in South Korea.
  
• Philadelphia Trust Company Money manager for individual and institutional investors.
  
• Green Investment Management Registered investment advisor.
  
• St. Denis J. Villere and Company Founded in 1911, now manages almost $1 billion in assets.
  
• Shaker Investments Equity portfolios representing small and mid-cap companies whose attributes favor exceptional, long-term investment performance.
  
• Freedom Financial Solutions Complete financial solutions to individual investors.
  
• Lucas Capital Management, L.L.C. An investment firm drawing on three generations of experience.
  
• Weiss Money Management Inc Investment company for money and financial management with asset advisory.
  
• Ühispank Asset Management Online site of the Ühispank Asset Management. Site is trilingual, English included.
  
• Asset Management for Professionals Specializing in managing investment portfolios for professionals and businesses.
  
• Emerald Capital Discretionary management of stock portfolios.
  
• Meridian Investments A private account asset manager for individuals and institutions.
  
• Investment Analytics Quantitative analysis and hedge fund management for institutional investors.
  
• Jarislowsky, Fraser Limited An investment counseling firm who manages pension funds, endowments, pooled funds, corporate and private funds for both North American and European clients.
  
• Kirkpatrick Pettis a Mutual of Omaha Company A Midwest and Rocky Mountain based investment firm.
  
• Tower Asset Management Wholesale investment funds manager in the Australian market.
  
• Tamir Fishman and Co. Israel's full-service investment banking and securities firm.
  
• Greenrock Research, LLC Customizes investment management plans for financial advisors.
  
• Lighthouse Capital Management Investment advisory services for individuals, corporations, retirement funds, trusts and charitable institutions. Based in Houston Texas.
  
• Griffin Capital Management Investment products focusing on Europe, Germany and Eastern Europe.
  
• John W Henry and Company Inc. Manages futures-based portfolios.
  
• Laidlaw Group, LLC A capital management firm providing a growth at the right price investment approach.
  
• Baring Asset Management A global investment management firm.
  
• Aberdeen Asset Management Technology ISA and Corporate Bond ISA. Tax efficient growth and income funds for UK investors.
  
• The Beacon Group Capital Services A private investor, strategic advisor and wealth counselor to businesses, institutions and families.
  
• Williams Financial Group Williams financial group provides financial advice and services to individuals, corporations and municipalities.
  
• Pendragon Capital Management Asset management firm offers multiple services to organizational and private investors.
  
• Badgley, Phelps and Bell Investment counsel for high net-worth individuals and institutions since 1966.
  
• Lewis Financial Services A planning-based independent financial advisor serving California businesses & individuals.
  
• Raven Asset Management, LLC Native American investment advisor specializing in limited duration fixed income and domestic small/mid capitalization equities.
  
• Time Tech Investors Manages client portfolios and charges a fee based on the assets managed. Also offers buy-sell signals for an annual subscription.
  
• Bell Capital Management, Inc. Services for pension plans, profit sharing plans, financial institutions, foundations and individuals.
  
• Sabrecorp Limited Providing advice to institutional and professional investors regarding alternative investments.
  
• Marque Millennium Capital Management U.S. large-cap value equity money manager.
  
• Atlantic Captial Management, LLC Employee-owned registered investment advisor, in Richmond, Va.
  
• F.I. Founders Asset Management LTD Offers two funds which invest in emerging and developing markets for institutions and high net worth individuals.
  
• Allegheny Investments Comprehensive financial planning and investment management solutions.
  
• Wildfire Management Incorporated International investments and financial management.
  
• Index Funds Advisors, Inc. Investment advisors specializing in index fund investments.
  
• Asvister Institutional investment services with expertise in company financing.
  
• Evanson Asset Management Specializes in index and passive investment management, and offers a unique low-cost management fee structure with fixed annual retainer fees.
  
• Capital Investment Services of America, Inc. Actively managed fixed income and mid- to large-cap equity investment.
  
• Delessert Financial Service Independent financial planning and investment firm servicing the needs of high net worth individuals.
  
• Lang Asset Management, Inc. An independent money manager, headquartered in Atlanta, specializing in short selling.
  
• Tweedy, Browne Company LLC Private investment company with 80 years experience.
  
• Lodestar Investment Counsel, Inc. Provides customized, conservative value-based money management.
  
• Roger Engemann and Associates, Inc. A money manager who invests primarily in the common stocks of high-quality companies.
  
• Williams, Smith, & Thomas Asset Management Founded in 1990, with $940 million under management.
  
• Harloff Capital Management Employs dynamic asset allocation with no-load mutual funds with goal of increasing client long-term wealth.
  
• Bennett Financial Advisors Financial advisors who work primarily with pre-retirees, retirees and surviving spouses.
  
• Provident Investment Counsel Located in Pasadena since 1951, a growth style money manager.
  
• Finsuper Provides employees of the finance and insurance industry with low cost, high performance superannuation.
  
• Lathrop Investment Management Corporation Investment counsel to a select group of clients desiring discretionary portfolio management.
  
• ASC Advisory Group, Inc. Independent advisors to U.S. and international fiduciaries.
  
• Innovative Investment Advisors, Inc. Investment Advisory Firm, driven by performance and technology to achieve superior results.
  
• Rittenhouse Provides investment management and related financial services.
  
• Cavanaugh Capital Management Financial advisors offer socially responsible investing opportunities and index funds.
  
• LowRiskMutualFunds.com Investment management using timing. Includes a performance email list.
  
• Smith Capital Management Wealth advisory firm specializing in assisting individuals, foundations, and corporate institutions.
  
• Maxus Investment Group Comprehensive and performance driven investment services for individuals and institutions.
  
• VMF Capital A registered investment advisor who provides portfolio management services to high net worth individuals, retirement plans, corporations, foundations and endowments.
  
• Pillar Capital Advisors Manages a broad range of accounts, including retirement, foundation, individual and corporate portfolios.
  
• New England Schooner Develops innovative financial solutions for individuals and corporations.
  
• Kopp Investment Advisors An emerging growth investment manager based in Minneaplis.
  
• Fiduciary Capital Management, Inc. Provides institutional clients with stable value investment management services.
  
• Old Mutual plc Interntional asset management firm.
  
• Boston Asset Management Financial consultants for professionals who advise disabled adults and children.
  
• Equity Trustees Funds management, investment,and superannuation.
  
• TheMoneyManager. Investment advice for 401k, 403b, IRA and other retirement plans for individuals and plan sponsors.
  
• Abner, Herrman and Brock Inc. Independent investment management firm provides portfolio management for high-net-worth individuals, endowments, and corporate retirement plans.
  
• Cremerius Financial Management Robert J. Cremerius, CPA, offers professional investment advisory services, and estate planning. for individuals and businesses.
  
• Institutional Capital Corporation Institutional money manager specializing in large-cap value equities.
  
• The Trust Company of Louisiana Complete investment and trust services.
  
• Anisfield Investments Ltd International financial advisory firm, specializing in corporate finance, investor relations and investment advisory services.
  
• AAL Capital Management Corporation Provides a family of investment products and brokerage services exclusively to AAL members.
  
• Philippe Group Global investment management firm registered with the SEC since 1982.
  
• EnTrust Capital Independent firm specializing in management of equity and fixed-income assets for wealthy individuals, families, and organizations.
  
• Windsor Asset Management Fee-only certified financial planner with a long term approach.
  
• J. Stephan and Company, Inc. Institutional investment sales and marketing.
  
• Cogesfonds Investment managers for wealthy individuals specializing in international securities through segregated personalized portfolios.
  
• Millie Capital Management An investment management company located in Menlo Park, California.
  
• Intrepid Captial Management Asset management firm that targets public and private companies, endowments, foundations and families.
  
• Royal Asset Management Group, Inc A fee based registered investment advisor located in Atlanta, Georgia.
  
• Asset Alliance Corporation Investment management holding company that acquires alternative asset management firms and offers a diversified group of non-correlated, hedge fund managers.
  
• Around-the-Clock Partners, LP A hedge fund that specializes in investing in undervalued US equities.
  
• Freestone Capital Management Investing, wealth management.
  
• R .C .Brown Investment Management plc Institutional investment management company based in Bristol.
  
• Pitcairn Trust Company Serves as a financial adviser and management firm and provides a wide range of financial services.
  
• Ashfield Investment manager based in San Francisco since 1973.
  
• NCE Resources Group An investment management company that creates and manages timely hard asset investment opportunities.
  
• Bank of Ireland Asset Management Investment management arm of the Bank of Ireland Group, with investments in global securities for a wide range of clients.
  
• Croft-Leominster Investment Management Combines the value style of investing with reduced risk.
  
• Beacon Global Advisors, Ltd. Designs and markets specialized global asset management investment programs.
  
• Greystone Capital Management, Inc. Specializes in money management for corporations, unions, governments, endowments and foundations.
  
• Rice Sangalis Toole and Wilson Founded in 1989, is a privately held firm investing subordinated debt and equity capital.
  
• Brandes Investment Partners, L.P. Advisor center allowing professionals to view client's accounts on line.
  
• Van Den Berg Associates Assists with the provision of capital investment for project and development, bonds and loan guarantees.
  
• JP Morgan UK Institutional investment information from J.P. Morgan UK.
  
• Driehaus Capital Management, Inc. Our specialty is domestic and international aggressive growth investing.
  
• Chestnut Hill Partners Boutique investment banking firm with services in mergers and acquisitions to small and medium size firms.
  
• Investment Counselors Incorporated An independent money management firm who offers large cap equity, small cap equity, balanced, and intermediate fixed income portfolio management.
  
• Church House Trust Private bankers, investment managers,and tax and trust.
  
• Border Asset Management Administering UK and offshore investment funds.
  
• Sovereign International Asset Management Provides private banking, portfolio management, and comprehensive financial planning for high net worth individuals.
  
• Aronson and Partners Institutional investment advisor, established in 1984. Manages domestic, value-oriented equities across all capitalization ranges.
  
• The 6800 Capital Group Investment manager specializing in risk control by alternative investments and strategies using domestic and international equity, fixed income, options, foreign currency and financial futures markets.
  
• D.A. Davidson and Co. Offers full service investment management with offices in Montana, Wyoming, Idaho, Utah, Washington and Oregon. Online client access.
  
• Bailard, Biehl & Kaiser Specializing in multi-asset portfolio management, real estate and alternative investments for high net worth individuals and institutions.
  
• Condor Capital Located in Martinsville, New Jersey, is an SEC-registered growth manager who employs a combination of growth and value style investments.
  
• Eads and Heald Investment Counsel Professional portfolio management for ERISA accounts, pension plans, profit-sharing plans, defined benefit plans, IRA's, family limited partnerships, trust accounts, and taxable portfolios.
  
• Valentine Ventures, LLC Investment manager of individuals' assets.
  
• Convergent Capital Management, Inc. The money management holding company that grows by helping its affiliates grow-without encroaching upon their independence.
  
• Regal Capital Planners Full service financial planners serving the Ontario area.
  
• Triton Partners LLC. An independent investment firm specializing in the management of fixed income securities in structured investment vehicles.
  
• Money Concepts A no fee independent financial services company.
  
• MLIM Americas We offer clients asset management services and provide a wide range of mutual funds designed to meet investors needs.
  
• Conrad and Ottess Global financial services firm that provides investment and money management services.
  
• Jurika and Voyles, L.P. Investment management firm based in Oakland, California.
  
• 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.
  
• Roxbury Capital Management, Inc. Combines growth stock investing with value disciplines.
  
• Raven Investment Management Ltd. B.V.I / Canada - Asset management company.
  
• Boston International Private Client Group Fee based wrap account using top money managers for private placement, personal,corporate, charitable funds since 1983.
  
• Haven Capital Management, Inc. Privately held, independent investment management organization.
  
• Cambiar Investors A Colorado-based equity manager providing relative value oriented money management.
  
• Sanford C. Bernstein and Co., Inc. Manages portfolios and provides investment research.
  
• Tag Associates, Ltd Investment advisors.
  
• QA3 Financial Corp. Independent broker supporting a collaborative network of financial advisors, EPAs, and CPAs.
  
• ABN AMRO Asset Management Asset Management operations and products.
  
• Mitchell McClure Personal, straightforward, unbiased advice about financial products and services.
  
• Merrill Scott & Associates, Ltd. Financial consulting firm specializing in tax minimization, and asset management strategies for affluent individuals.
  
• Murray Johnstone Glasgow, Scotland-based investment management company.