-
A. A. Nazzaro Associates
Offering active securities lending management and securities lending consulting services.
-
Bridgebay Financial, Inc.
An independently owned, investment consulting firm advising institutional investors, corporations, foundations and endowments.
-
Eagle Investment Systems LLC
Offering web-based investment management technology to automate data management, portfolio management, investment accounting, performance measurement and reporting.
-
H.D. Vest Financial Services
Provides investment and tax advice to individuals and small businesses throughout the United States.
-
Investment Technology Group, Inc.
A specialized agency brokerage and financial technology firm that partners with asset managers globally to provide innovative solutions spanning the investment continuum.
-
Menke Group
Provides services needed to design and install an ESOP, including structuring, legal and tax compliance, valuation, documentation, debt capital raising (if required), employee communication, and administration.
-
MGL Consulting Corporation
Provides risk management services and business solutions to broker dealers, investment advisors and insurance companies and agencies worldwide.
-
National Regulatory Services
Specializing in consulting, best-in-class enterprise solutions, web-based compliance tools, training, education and certification programs to facilitate compliance at every regulatory juncture.
-
NEPC, LLC
Offering investment consulting services for traditional and alternative assets.
-
Quantitative Services Group LLC
Provider of independent global equity research, advanced trading analytics, and investment consulting services.
-
Royal Alliance Associates, Inc.
Provides financial advisors access to resources designed to enhance their professional growth.
-
SEI
Provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management.