Money Managers Registered Investment Advisors

• Abbott Capital Management, LLC  - Focuses on private equity, venture capital, buyouts and special situations. Constructs portfolios and manages investments.
• Alan B. Lancz & Associates  - Located in Ohio and offering investment advice, philosophy, services and resources.
• Dresner Financial Planning  - Specializing in financial advice for clergy members.
• Fisher Investments  - Offers details and information on independent investment advisory firm that manages assets for high net worth individuals and also serves large institutional investors, including Fortune 500 companies, foundations and endowments.
• Forest Investment Associates  - Located in Atlanta and offering investment services and information about strategies as well as other resources.
• Roman Financial Advisors  - San Diego based investment counselor offers fee only financial planning to help people achieve financial independence.
• Tara Global Co.  - Provides portfolio analytics and investment advice for individuals, financial professionals and financial institutions.
• Wheeler/Frost Associates, Inc.  - Featuring financial advice, investment management and retirement resources.