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Money Managers
Money Managers
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Strategicf Investment Group - Provides investments services for pension funds, foundations, endowments, and high net worth individuals.
http://www.2strategic.com
Stratford Advisory Group, Inc. - An independent full-service investment consulting firm providing fee-based investment consulting services. Links to resources and contact details.
http://www.stratfordadvisorygroup.com/
Structured Finance Advisors - Specializes in asset backed securities, including subordinated structures and collateralized bonds obligations.
http://www.sfa-invest.com/
Suggest, Inc - An investment management firm based in Palo Alto, serves the San Francisco Bay Area.
http://suggestinc.com/
Summit Global Management Inc. - Firm focusing on water industry stocks and hard asset based companies.
http://www.summitglobal.com/
Suncoast Equity Management, Inc. - Provides investment advisory services to individuals, families and foundations, as well as to corporate pension, profit-sharing plans and individual retirement accounts.
http://www.suncoastequity.com/
Sycamore Financial Group - Regional firm that specializes in investment management.
http://www.sycamoreweb.com
T. Leavell and Associates - Offers a broadly diversified portfolio of high quality stocks and no load mutual funds.
http://www.tleavell.com/
Tag Associates, Ltd - Investment advisors.
http://www.tagassoc.com
Talisker Investment Group, LLC - Delivers personalized asset management solutions for individual investors, trusts, and organizations. Boise, ID, USA.
http://www.taliskergroup.com/
Tamir Fishman and Co. - Israel's full-service investment banking and securities firm.
http://www.tamfish.com/
Tara Global Co. - Offers portfolio optimization based upon a realtime modern portfolio theory model.
http://www.tarausa.com/
Taylor and Williams, Inc. - A registered investment advisor firm specializing in financial planning and investment management.
http://taylorandwilliams.com/
Technomart RGA, Inc. - Assists to structure a customized portfolio management programs. description of services and news.
http://www.technomartrga.com/
Tennenbaum & Co., LLC - Specializes in making strategic investments in special situations with a value and event-driven approach.
http://www.tennenco.com/
Terry Balding and Associates - This site will give you essential information for getting on the right track to money management.
http://www.plannr.com/
TFS Capital LLC - A registered investment advisor with offices in Richmond, Virginia and West Chester, Pennsylvania. Manages the Huntrise investment partnerships.
http://www.tfscapital.com/
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.
http://www.6800capital.com
The American Association of Daily Money Managers (AADMM) - A membership organization of individuals who provide daily money management services directly to their own clients.
http://www.aadmm.com/
The Investor Advisory Group - Offers fee-based investment management services, features web-based access, staff profiles and company details.
http://www.investoradvisorygroup.com/
The Invico Group - Offers asset management services for private and institutional investors. Also company formation, accounting and administrative services. Switzerland.
http://www.invico.ch/
The Kane Group - An independent fee-only investment advisory firm providing financial planning and asset management services.
http://www.thekanegroup.com/
The Kessler Companies - Institutional investment management directly to high net-worth individuals and their business interests using high quality government debt securities.
http://www.kesslercompanies.com/
The Lam Group Inc. - A registered investment advisory firm. Specialize in providing investment advice and management, as well as providing consulting services for foundations, endowments and institutions.
http://www.thelamgroup.com/
The Monitor Group, Inc. - Nationally recognized fee-only financial planning firm, located in Fairfax, Virg.
http://www.monitor-inc.com
The Omega Securities, Inc. - Full service investment advisory firm providing portfolio management and financial planning services.
http://www.omegasecurities.com/
The Proper Analysis Corporation - Assists in development of investment objectives, asset allocation parameters, selection of money managers and performance monitoring. Beachwood, OH, USA.
http://www.properanalysis.com/
The Savant Group - Independent, privately-owned, fee-only investment advisory firm.
http://www.thesavantgroup.com/
Thomas Murray Investor Services - Services for institutional investors to evaluate and select custodians, and understand risk exposures in markets and CSDs.
http://www.tminvestorservices.com/
Thompkins Financial Advisory Service - Performs technical analysis on fidelity sector funds and advises clients on when to buy, what fund to buy and when to sell and move to cash.
http://www.fund-analysis-fidelity-sector.com/
Tonello Capital Management - Tonello Management uses no-load, asset allocation strategies, to lower your risk while optimizing your return. Licensed CPA and Certified Financial Planner.
http://www.tonellomanagement.com
Topper Capital Management, Inc. - Registered Investment Adviser providing management services on a fee basis.
http://www.toppercapital.com/
Tower Australia Limited - Wholesale investment funds manager in the Australian market.
http://www.toweraustralia.com.au/
Towle & Co. - Invest principally in publicly-traded, micro-capitalization companies.
http://www.towleco.com/
Trademark Capital Management - Fee-based advisory firm specializes in financial planning and investment management.
http://www.trademarkcapital.com/
Trend Dynamics - Provides 401(k) allocation assistance as well as investing via proprietary investment software and services.
http://trenddynamics.com
Trinity Asset Management Inc. - Fee-based investment management for high net worth individuals, as well as charitable trusts and foundations.
http://www.trinityasset.com
Trinity Financial Services - Offer financial planning and investment advisory services.
http://www.tfs.net.au/
Triton Partners LLC. - An independent investment firm specializing in the management of fixed income securities in structured investment vehicles.
http://www.eidesiscapital.com/
True Capital Management - Private investment services, located in Portland, Ore.
http://www.truecapitalmanagement.com
Trusskey Investment Advisors - Fee based asset management firm.
http://www.ourmoneyfirm.com/
Tsai Capital Corporation - Offering equity portfolio management.
http://www.tsaicapital.com/
Tweedy, Browne Company LLC - Private investment company with 80 years experience.
http://www.tweedy.com/
Twinlights Financial Group - Portfolio management, rollover and retirement planning.
http://www.twinlights.com
Uhlmann Price Securities, LLC - Asset and portfolio management, alternative investments, trading and branch management.
http://www.upsecurities.com/
Uptick Investment Advisors - Asset management for individuals and small businesses.
http://www.uptickadvisors.com
Valentine Ventures, LLC - Investment manager of individuals' assets.
http://www.valentineventures.com
Van Strum & Towne, Inc. - Wealth management and investment counsel services.
http://www.vanstrum.com
Vance Capital Management - Firm specializing in wealth management and custom portfolio allocations.
http://www.vancecm.com/
Vanderbilt Capital Advisors, LLC - Registered as an investment advisor under the Investment Advisors Act of 1940. Specializing in fixed income securities. Offers publications, newsletters and links to bond resources.
http://www.vcallc.com/
Vanguard Investments - Provides investment management solutions to individual and institutional investors in Australia.
http://www.vanguard.com.au/
Vaughn Woods Investment Management - A fee-based investment manager, working with the support of Spelman and Co. Site includes information for investors, news, and financial links.
http://www.vaughnwoods.com/
Vector Financial Network, Inc. - Provides fee-based financial consulting, wealth and investment management.
http://www.vfnadvisors.com/
Veer Equity - Specialized Indian equity counseling and portfolio advisor.
http://www.veerequity.com/
Venus Capital Management - Registered investment advisor.
http://www.venuscapital.com/
Verica Trust & Capital Management AG - Swiss-based asset management firm specialised in private portfolio management and technical trading systems.
http://www.vericatrust.com/
Verity Investment Counsel, Inc. - Independent, fee-only registered investment advisory firm.
http://www.verityinvcounsel.com/
Victory Asset Management Co., Inc. - No-load, fee-based asset allocation models.
http://www.victoryasset.com
Vintage Capital Advisors, LLC - Providing fee-based portfolio management services, customized for institutional and individual clients.
http://www.vintagecapitaladvisors.com/
VMF Capital - A registered investment advisor who provides portfolio management services to high net worth individuals, retirement plans, corporations, foundations and endowments.
http://www.vmfcapital.com/
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.
http://www.voyageur.net
W T Fry - Financial planning, executor and trustee services.
https://www.wtfry.com/
Wachovia Securities - Full-service brokerage, asset management, and access to lending, trust, and investment banking expertise.
http://www.knox.wbsec.com/
Wagner Investment Management, Inc. - Manages assets for individuals, charitable organizations, foundations, and endowments. Denver, CO, USA.
http://www.wagnerinvestment.com/
Walcross Assurance Services - Contact information for walcross assurance services.
http://www.walcross.co.uk
WallStreeti.com LLC - A Registered Investment Advisor.
http://wallstreeti.com/
Warren Financial Group, Inc. - Provides investment, risk management, financial planning and employee benefits solutions. Separately offers brokerage services with securities through Royal Alliance Associates, Inc., a registered broker-dealer. Kansas City, MO, USA.
http://www.warrenfingroup.com/
Warwick Butchart Associates Ltd - Providers of investment advice, personal financial planning, and retirement and pensions services to private clients, charities, and pension funds.
http://www.warwickbutchart.co.uk/
Washington Securities Corporation - DC area investment corporation.
http://www.washingtonsecurities.com/
Wealth Trust Arizona LLC - Registered investment, portfolio, estate and wealth managers. Describes firm profile, client services, staff and contact information.
http://www.wealthtrust-arizona.com/
Webb And Associates - Serving Arkansas needs for insurance, mutual fund, and annuities.
http://www.webbandassoc.com
WebsterRogers Investment Advisors, LLC - Provides investment services to individuals and businesses based on modern portfolio theory (MPT) and passive asset-class investing.
http://www.wrinvadv.com/
Wegener, LLC - Providing fee-only asset management services based on own Adaptive Asset Management approach.
http://www.wegenerllc.com/
Weiss Money Management Inc - Investment company for money and financial management with asset advisory.
http://www.weissmoneymanagement.com/
Weiss Money Management, Inc. - Registered investment advisory, coordinate asset allocation, retirement and estate planning.
http://www.weissfund.com
Welch Group - Registered investment adviser located in Birmingham, Alabama.
http://www.welchgroup.com/
Wellspring Planning, LLC - Full service investment advisory firm providing portfolio management and financial planning services in Marietta, GA, USA.
http://www.wellspringplanning.com/
West Coast Asset Management - Focused on long-term capital appreciation with limited risk and personal equity management.
http://www.wcaminc.com/
Westend Capital Management - Portfolio management trust services financial planning and hedge fund in San Francisco.
http://www.westendcapitalmanagement.com/
Westwood Holdings Group - Offering investment management and trust services to institutions and individuals.
http://www.westwoodgroup.com/
Wheeler/Frost Associates, Inc. - Registered Investment Manager offering free newsletter, portfolio tips and other information.
http://www.wheelerfrost.com/
Widmann, Siff & Co., Inc. - Registered investment advisor located in Haverford, PA with offices in Akron, OH and Evanston, IL,. USA.
http://www.widmannsiff.com/
Wilcox Investment, Inc. - Offers portfolio supervision and customized risk management.
http://www.wilcoxinvest.com/
Wildfire Management Incorporated - International investments and financial management.
http://www.wildfireinvestments.com
Wilkins Investment Counsel, Inc. - Manages investment accounts for high net worth individuals, families, foundations and endowments. SEC registered. Boston, MA, USA.
http://www.wilkinsinvest.com/
William D. Witter, Inc. - Registered investment advisor that offers money management services to individuals and institutions.
http://wdwitter.com
William Edwards - An adviser to corporate executives, high net worth individuals and investors who retain control of their investment assets but need an advisory support.
http://www.sacresearch.com/
Williams Financial Group - Williams financial group provides financial advice and services to individuals, corporations and municipalities.
http://www.wmfingrp.com/
Williams, Smith, & Thomas Asset Management - Founded in 1990, with $940 million under management.
http://www.wstam.com
Wilson HTM Ltd. - Offering fund management services for Australian equities. Features products and performance statistic, market commentary.
http://www.whtmassetman.com.au/
Windermere Investment Associates - Fee-based investment consulting firm and SEC-registered investment advisor.
http://www.windinvest.com/
Windsor Financial Advisors - Provides objective financial services to mutual fund and annuity investors.
http://www.wfai.com
Windsor Financial Group, LLC - Managing assets for high net worth individuals, community banks, and institutional clients.
http://www.wfgweb.com
Winham Capital Management Boston - Advisory services for institutional investors. Asset allocation.
http://www.wcmbllc.com
WrapManager, Inc. - Offering specialized consulting in asset allocation and management, portfolio management and hedge fund.
http://www.wrapmanager.com/
YMG Capital Management Inc. - Originally founded in 1983, is a full service investment counsel firm.
http://www.ymg.ca
Zesiger Capital Group LLC - Investing in asset classes including private investments.
http://zesigercapital.com/
Ziegler Asset Management - Provides investment advisory, portfolio consulting, asset management.
http://www.zieglerassetmanagement.com/
Zone Alliance - Specializes in investment banking, wealth and fund management. Features market reports and news.
http://www.zonealliance.com/
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