Investment Money Managers in the Best of the Web Directory

Investment Money Managers

  • Advance Investments Limited

    Provides advice to both individuals and companies on all aspects of financial planning.

  • Advisor Partners

    Creates comprehensive investment portfolios and manages client accounts on behalf of the professional investment advisor.

  • Albion Financial Group

    An investment management and financial advisory firm.

  • Altruist Financial Advisors LLC

    A fee-only financial planning and portfolio management firm.

  • Ambassador Capital Management

    An investment management and advisory firm specializing exclusively in the fixed income markets.

  • Ancora Advisors

    Independent investment managers providing wealth management strategies including fixed income, value equities, and mutual funds.

  • Appel Financial Group

    Provides managed account financial services to qualified high net worth clients.

  • Ariba GLB Asset Management, Inc.

    An independent fee-based investment advisor to individuals, pensions and trusts.

  • Atlantic Financial

    Wealth management and private banking services for individuals and corporations.

  • AXA Investment Managers

    Investment managers offering investment and financial advice. Services include asset management, specialist fixed income, global equities, hedge fund products and more.

  • Badgley Phelps Wealth Managers

    Offers help to individuals and families, corporations and foundations in Seattle office. Lists the team and services.

  • Bailard

    An employee-owned investment firm serving institutions and private investors.

  • Baker Ellis Asset Management LLC

    Provides discretionary investment management services to high-net-worth individuals, institutions and non-profit organizations.

  • Baker Street Advisors Group

    Providing customized wealth management solutions to financially successful individuals and families.

  • Barclays Wealth Management

    UK based company offering individually tailored wealth management services.

  • Barrett Capital Management, LLC

    Provides asset management and investment advisory services to the high net worth investment community.

  • Bell Capital Management, Inc.

    Providing investment strategies to institutions, financial advisors, corporations, and individuals.

  • Bills Asset Management

    A registered investment advisor specializing in providing full time professional money management services in managing portfolios of no-load mutual funds and providing allocation services for CREF accounts.

  • Capital Group Companies

    Investment management firm handles assets for an international group of individuals, corporate, and institutional investors.

  • Cardinal Capital Management Inc.

    A capital management company investing for individuals, institutions, trusts, profit sharing plans and others.

  • Carnegie Capital Asset Management Company

    Provides investment management, foundations/endowment and retirement plan service, wealth optimization to individuals, foundations, endowments and other institutions.

  • Condor Capital Management

    Fee-based asset management, financial planning, retirement planning, risk management and estate planning.

  • Dare Capital Management

    An independent, fee-only registered investment advisor firm offering asset management services and planning assistance on a variety of topics.

  • Devenir

    Provides strategic financial solutions to individuals and corporations through a wide range of complementary services.

  • Dominion Partners

    Providing a full range of merger and acquisition advisory services.

  • Draupnir LLC

    A private operating and holding company specializing in innovative, well-managed companies which provide high-value products and exceptional customer service.

  • Dresner Financial Planning

    Specializes in advising and being an advocate for clergy and their family in all financially related issues.

  • DS Bross Financial Advisory

    A fee-only, personal, tax and financial advisory firm.

  • Eads & Heald Investment Counsel

    Professional investment portfolio management, advice and counsel for ERISA accounts, pension plans, profit-sharing plans, defined benefit plans, IRA's, family limited partnerships, trust accounts, and taxable portfolios.

  • Eagle Global Advisors, LLC

    A S.E.C. Registered investment advisor actively managing investment portfolios containing domestic equity, international equity, master limited partnerships, and domestic fixed income securities.

  • Earnest Partners

    Offers equity investment products including large cap, mid cap and small cap as well as fixed income products.

  • Efficient Market Advisors, LLC

    Provides investors with an account that seeks to maximize investment performance given the investor’s time horizon and willingness to accept risk.

  • ELCO Management Company, LLC

    Offers investment solutions for high net worth individuals and institutions.

  • Emerald Capital Management

    Providing affluent investors and prestigious institutions fee only investment advice, specialized in asset management using quantitative methods to optimize portfolios of domestic stocks.

  • Emerson Investment Management, Inc.

    Offers a combination of market insight, common sense, and personal service to individuals, families and trusts; pension and profit-sharing plans.

  • Evanson Asset Management

    Specializing in index and passive management, low cost, fixed annual retainer fees.

  • F.L.Putnam Investment Management Company

    An independent firm that provides a comprehensive range of personalized investment management services.

  • Farr, Miller & Washington LLC

    Providing conservative long-term portfolio management to individuals and institutions in the Washington, D.C. Area.

  • Fidelity Institutional Asset Management

    Resources for institutional clients, including publications, research, news, and market updates.

  • Fiduciary Financial Services of the Southwest

    Provides a blend of investment, retirement, tax and estate planning services.

  • Fillmore Capital Partners, LLC

    A real estate equity firm serving institutional investors and high net worth individuals, principally in high yield structured real estate investments.

  • Financial & Investment Management Advisors, Inc.

    An independent fee-based financial planning and investment advisory firm.

  • GA Bishop and Associates

    Provides unbiased financial advice and coaching to people from all walks of life.

  • Gluskin Sheff

    An independent investment firm that manages portfolios of two million dollars or more to high net worth investors, including entrepreneurs, professionals, family trusts, private charitable foundations, and estates.

  • Gold Leaf Capital Management, Inc.

    A registered investment advisory firm specializing in lower risk investment strategies.

  • Gould Asset Management

    Offers versatile expertise across a wide range of disciplined investment strategies to high-net-worth individuals and small-to-medium sized institutions.

  • Grayeli Inc.

    Offering comprehensive financial planning and investment services.

  • Greenberg Financial Group

    Provides fee based money management, at a reasonable fee, to individuals and institutions with definable goals.

  • Haven Capital Management LLC

    Offers investment management services to institutions and individuals.

  • Heron Capital Management, Inc.

    Providing fully managed investment services to a variety of clients including individuals, trusts, pension funds, 401K plans and corporations.

  • HGK Asset Management

    Asset management is the company’s only business and its investment style is consistently value oriented and risk averse.

  • Independent Fiduciary Services

    An investment advisory firm providing investment advisory services to all institutional investors.

  • Individual Asset Management

    Provides portfolio management, financial planning, and financial consulting services to individuals and small businesses on a discretionary or consultative basis.

  • Investment Analytics

    Provides independent research focusing on applications of sophisticated financial engineering techniques to problems of financial model development and validation, strategy development, performance analysis and risk management.

  • Investment Compliance, Inc.

    Provides regulatory compliance support and planned onsite internal audits as registered investment advisors out of New York City.

  • Investor Advisory Group

    A fee-based registered investment advisor firm.

  • Investor Solutions

    An independent, fee-only investment management firm specializing in low cost, tax sensitive, low risk, globally diversified investments for our clients' portfolios.

  • Investors Asset Management, Inc.

    Provides financial advice to individual investors.

  • Ironman Financial

    Specializes in retirement planning, investing and all types of insurance products.

  • J. Zechner Associates Inc.

    Manages money for pension funds, institutions and mutual fund companies, family trusts, endowments and high net worth individuals.

  • J.E. Wilson Advisors

    A fee-only financial planning firm providing clients with objective and independent financial solutions.

  • James Pappas Investment Counsel

    Registered investment adviser, providing conservative investment guidance to individuals, iras, pension and profit sharing plans, corporations, trusts and charities.

  • Janiczek & Company, Ltd.

    Offering comprehensive wealth management for individuals and families with $1 million to $100 million in investable assets.

  • Jarislowsky, Fraser Limited

    Managing pension funds, pooled funds, endowment funds, corporate and private portfolios for clients in North America and Europe.

  • Johnston Investment Counsel

    An investment management, investment consulting, and comprehensive financial planning, firm that is a registered investment advisor.

  • Kaizen Wealth Management

    Provides comprehensive wealth management services for professionals, corporate executives, business owners, erisa plans, charitable organizations, and other affluent clients.

  • Kanaly Company

    Providing clients with financial planning and management assistance.

  • Ken Fisher

    Features information and resources from Ken Fisher, money manager, author, Forbes columnist and CEO of Fisher Investments.

  • Koehler Financial Services, Inc.

    A full service financial planning and registered investment advisory firm, offering financial planning, money management, investment management and consulting services to individuals, corporations, retirement plans, foundations and endowments.

  • Kooman & Associates, Inc.

    An independent financial services firm offering serious investors a full range of financial and estate services.

  • Kunlun Capital

    Value oriented and fundamentally driven investment management firm. We seek to invest in Asian equities trading below their intrinsic value.

  • Laidlaw Group, LLC

    A SEC registered investment advisor specializing in domestic equities.

  • The Lam Group, Inc.

    Specializes in providing investment advice and management for taxable high-net worth individuals, as well as providing consulting services for foundations, endowments and select institutions.

  • Lawrence Capital Management

    A small, private organization committed solely to managing the assets for a limited number of clients.

  • Legg Mason Capital Management

    Manages assets for clients around the globe including corporations, public funds, governments, endowments and foundations.

  • Lodestar Investment Counsel, LLC

    An investment company providing customized professional money management.

  • Maas Capital Advisors, LLC

    An independent, fee-only financial advisory practice providing clients with integrated financial planning and investment management advice.

  • MacKellar & Associates

    Provides products and services for both individuals and businesses throughout the United States.

  • Main Street Research LLC

    Provideds investment and wealth management expertise to a limited number of individuals and institution.

  • Marathon Strategic Advisors, LLC

    Specializes in developing, implementing, and maintaining investment portfolios for individual investors (including IRAs), corporations (including 401(k)s and pensions), trusts, estates, and charitable organizations.

  • Marshall Capital Corporation

    Free mutual fund newsletter, includes mutual fund advice, investment articles, market timing signals for funds such as Rydex and Profunds.

  • Martin Capital Advisors, LLP

    A registered investment advisor managing private and institutional investment portfolios, mutual funds, and a private equity fund for accredited investors.

  • McMahan Capital Management

    A comprehensive financial planning and investment advisory firm providing objective financial advice, offerimg retirement planning, estate planning, and portfolio management.

  • Mercer Asset Management, Inc.

    Representing an independent financial planning and asset management company in Bainbridge Island, Washington. Its services and plans are discussed, and a variety of online financial tools are included, such as stock quotes and other web resources.

  • Misson Management & Trust

    Offering investment management, domestic and global securities custody, and personal trust services.

  • MoneyManager

    Users can search for a financial adviser who meets specific criteria using the featured free directory of investment managers.

  • Nea Capital Limited

    A London-based financial services entity authorised and regulated by the Financial Services Authority focusing on alternative investment management using option strategies.

  • New Amsterdam Partners LLC

    Offering large cap, mid cap, concentrated and socially responsible investment strategies to institutional investors.

  • New England Schooner

    Providers of financial planning and retirement plan services in New England.

  • Nicholson Capital Management, Inc.

    Provides investment management and financial consulting services to a wide range of clients.

  • Noesis Capital Management

    Offers investment management services to individual and institutional clients worldwide.

  • North American Management

    An independent, SEC-registered investment advisor providing comprehensive wealth management services to individuals, trusts, and institutional clients.

  • NorthStar Asset Management

    Specializes in the individual management of portfolios of private clients, foundations, corporations, and institutions.

  • Old Mutual plc

    An international financial services group, whose activities are focused on asset gathering and asset management.

  • Oxford Financial Group

    Provides solutions that assists clients in attaining their financial goals and visions without the inherent bias of products, commissions or soft dollar arrangements.

  • Pantheon Investments, LLC

    Money management firm offers investment management services.

  • Paradigm Financial Advisors, LLC

    Offering comprehensive financial planning and investment services.

  • Parker Advisors, Inc.

    Specializing in retirement planning, managing investments and financial planning.

  • Parsons Capital Management

    Provides comprehensive investment advisory and financial consulting services for individuals, families, trusts, institutions and foundations.

  • Pinnacle Investment Management Inc.

    Providing sound unbiased financial advice. The company does not sell financial products.

  • Polaris Capital Management, LLC

    A global and international value equity manager, serving the investment needs of institutions and individuals.

  • QCI Asset Management

    QCI provides traditional investment and administrative services to small business clients, as well as a variety of specialized services, including high-yield preferred equity, short-term fixed income, small capitalization equity, and post-venture equity. Its services and location in Pittsford, New York are posted.

  • Quest Investment Management, Inc.

    Offers investment advisory services for equity and balanced portfolios, fixed income and short-term cash for both institutional and individual clients.

  • RBC Wealth Management

    Offers advice to individuals and families, business owners, retirees, corporations and institutions. Includes leadership, research and insights, awards and rankings.

  • Redi Investments

    Investment management and brokerage services, commodity trading advisor, financial and commodity markets.

  • Rhoads Lucca Capital

    Offers money management and retirement investing advice from independent investment advisers using livable wealth management strategies.

  • Richmond Asset Management Ltd.

    A discretionary investment advisory firm, which provides this knowledge through a wide range of services designed to create and preserve the wealth and assets of clients.

  • Runnymede Capital Management

    A research-intensive investment firm devoted to developing and implementing strategies to help clients reach their life and investment goals.

  • Sadoff Investment Management LLC

    Manages assets for a broad spectrum of clients.

  • Sage Financial Group

    Provides investment advisory and financial planning services to individual investors, their families and charitable organizations.

  • Schnieders Capital Management, LLC

    Provides wealth management for individuals, families and corporations.

  • Sheaff Brock Investment Advisors, LLC

    Offering fee only portfolio management, the Indianapolis, Indiana firm and its services are profiled, with information about its investment styles and money management strategies, disclosure and contact data.

  • Shearwater Capital

    Fee only registered investment advisor offering customized tax-efficient investment solutions, dimensional fund advisors, exchange-trades funds, index funds.

  • Stratford Advisory Group

    An independent, full-service investment consulting firm, registered as an investment advisor with the sec.

  • Taylor & Williams Inc

    A fee-based registered investment advisor focused on assisting individuals and their families, pension and profit sharing plans, trusts, estate, corporations, and small businesses with planning and investment management solutions.

  • Technomart Investment Advisors

    Specializes in developing fluid, agile, and unique portfolios that take advantage of both a bull or bear market.

  • Terry Balding & Associates

    Specializes in creating customized investment portfolios, financial planning and estate planning.

  • TFS Capital

    Manages the Huntrise investment partnerships as well as individual accounts for qualified clients and accredited investors.

  • Trademark Capital

    Specializes in comprehensive financial planning and investment management.

  • Tweedy, Browne Company LLC

    Firm provides information on history, philosophy, research and reports, and funds.

  • Valentine Ventures, LLC

    Portfolios are invested across multiple asset classes, and diversified via exchange traded funds for maximum potential risk-adjusted returns.

  • Van Strum & Towne, Inc.

    Investment counseling firm, provides investment management services to individuals, endowments, foundations, and corporate pension and profit sharing accounts.

  • Vance Capital Management

    Offering economic research, timing signals, and active investment management strategies.

  • Vanderbilt Capital Advisors, LLC

    Focused exclusively on managing fixed income portfolios for our institutional clients.

  • Venus Capital Management, Inc.

    Manages wealth for several family offices and institutions with an emphasis on increased allocations to Asia in a risk averse manner.

  • Verity Investment Counsel, Inc.

    A fee-only investment advisor.

  • Victory Asset Management Co. Inc.

    An independent fee-based registered investment advisor specializing in providing asset management services to company retirement plans and their employees.

  • Vintage Capital Advisors, LLC

    Fee-based, discretionary portfolio management, focused on the domestic equity and domestic fixed income markets.

  • Washington Securities Corporation

    Designs custom portfolios that generate monthly income for clients.

  • WealthTrust-Arizona

    Investment and wealth management services.

  • Webb & Associates

    Providing quality insurance programs and investor services.

  • Wegener, LLC

    Provides a comparison of buying and holding 100% stocks, passive/strategic asset allocation, tactical asset allocation, and adaptive asset management.

  • WestEnd Capital Management, LLC

    An independent asset management company.

  • Westwood Holdings Group, Inc.

    An institutional asset management firm serving corporate pension funds, public retirement funds, endowments, foundations, mutual funds, and high net worth individuals.

  • Windsor Financial Group, LLC

    An independent, privately-owned registered investment advisor serving high net worth individuals, institutional and community bank clients.

  • Zone Alliance

    Offers an integrated suite of consulting services covering various business zones.

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