Investment Services Consulting in the Best of the Web Directory

Investment Services Consulting

A. A. Nazzaro Associates

Offering active securities lending management and securities lending consulting services.

Batterymarch Financial Management, Inc.

A quantitative equity specialist, managing us, international, global and emerging markets portfolios for institutional clients.

Bridgebay Financial, Inc.

An independently owned, investment consulting firm advising institutional investors, corporations, foundations and endowments.

Cambridge Associates

A privately held independent consulting firm that provides consulting and investment oversight services.

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.

Matrix Financial Solutions, Inc.

Providers of back-office, trust, custody, trading and mutual fund settlement services for financial institutions, including banks, trust companies, registered investment advisors and record-keepers/third-party administrators.

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.

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