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Web Sites
  • A.B. Korelin & Associates
    Offers consulting services companies who wish to be listed on United States stock exchanges.
    http://www.abkorelin.com/
     
  • Acadia Advisors
    Specializes in corporate valuation, and provides analytical software to institutional investors to compare and contrast securities.
    http://www.acadiaadvisors.com/
     
  • Advisorport
    Gives investment advisors the power to outsource and customize key advisor functions.
    http://www.advisorport.com/
     
  • AdvisorTech Corp.
    Provider of internet technologies and brokerage services to financial intermediaries.
    http://www.advisortech.com/
     
  • AdvisoryWorld.com
    Provides financial tools and services to professional investors.
    http://www.advisoryworld.com/
     
  • Alexander Capital Markets, LLC
    Offers custom structured financing services for corporate clients and manages HedgeLoan financing exclusively for The HedgeLender Partnership.
    http://www.alexandercapitalmarkets.com
     
  • Altin AG
    Provides private and institutional investors with access to a diversified portfolio of hedge funds or similar alternative investments with daily liquidity.
    http://www.altin.ch/
     
  • Amazon Investment Group
    Independent investment firm that gives investment recommendations.
    http://www.amazoninvestmentgroup.com/
     
  • Armstrong Pacific Co., Inc.
    Provides services such as equity investment, business advisory, enterprise incubation, and project management.
    http://www.armstrongpacific.com
     
  • Arnerich Massena & Associates, Inc.
    Investment consulting firm assists institutional and private clients.
    http://www.am-a.com/
     
  • Asset Management Consulting AG
    Swiss portfolio and asset managers based in Zurich.
    http://www.amconsulting.ch/english_swissam.htm
     
  • Babson-United, Inc.
    Offers newsletters, SRC stock charts, and investment advisor services.
    http://www.babson.com
     
  • Barra, Inc.
    Provides analytical models, consulting and money management services.
    http://www.barra.com/
     
  • Bay Harbor Partners
    Secondary market services for investors in private equity partnership interests.
    http://www.bayharborpartners.com
     
  • BD Advantage, Inc.
    Provides a B2B marketplace for broker dealers to share ideas and technologies, cross sell their products and services, and advertise directly to one another.
    http://www.bdadvantage.com/
     
  • Bear Stearns Global Clearing
    Focuses on the strategic and operational needs of the financial services professional.
    http://www.globalclearing.com/
     
  • Bridport Investor Services
    Offers independent, personalized and conflict-free advice to institutional investors on all fixed income markets.
    http://www.bridport.ch/
     
  • C. E. Unterberg
    Offers investment services for high growth technology companies in the US.
    http://www.unterberg.com/
     
  • Canada US Investment
    Offers business advisory services, including feasibility of investing, starting a business, joint venture, franchise in Canada and USA, business plan development
    http://www.canadausinvestment.com/
     
  • Charteris Treasury Portfolio Managers
    UK-based asset managers specialising in discretionary portfolio management
    http://www.charteris.co.uk/
     
  • Cincinnati Capital Homepage
    Provides corporate finance, private equity, mergers and acquisitions, turnaround workouts and financial advisory services.
    http://cincycapital.com
     
  • Close Brothers Investment Limited
    Services include origination, sponsorship, management and marketing of both tax based and property based personal investment products.
    http://www.cbil.com/
     
  • Close Brothers Ltd Treasury Services
    Provides money market deposit services for companies and individuals. Instant access call accounts, notice accounts, foreign exchange, and good investment advice.
    http://www.closetreasury.co.uk/
     
  • Commonfund
    Provides fund management and investment advice for nonprofit institutions.
    http://www.commonfund.org
     
  • Commonwealth Church Finance
    Serving churches and non-profit organizations with capital funding needs.
    http://www.commonwealthchurchfin.com/
     
  • Cramer Rosenthal McGlynn
    Offers investment and asset management services to wealthy families and institutions
    http://www.crmllc.com/
     
  • Credit Bancorp
    Offers financial planning and investment services to high-end clients.
    http://www.creditbancorp.com/
     
  • Darier Hentsch & Cie
    Private bank in Geneva, Switzerland specialising in management of private and institutional assets and of investment funds.
    http://www.darierhentsch.com/
     
  • Debt on Net India
    Web-based interface for private placement, buyback, distribution of Indian debt paper. Provides comprehensive debt market information, and databases.
    http://www.debtonnet.com/
     
  • Do Diligence Partners, Inc.
    Offers technology due diligence and implementation services to investors, technology companies, IT organizations and corporations.
    http://www.dodiligence.com/
     
  • E. Magnus Oppenheim & Co., Inc.
    Specializes in institutional investment research, concentrating on fundamental in-depth analysis of securities in search of capital appreciation investment opportunities.
    http://www.emagnus.com/
     
  • Econophysica Ltd
    Provides derivatives pricing and risk evaluation services.
    http://www.econophysica.com/
     
  • European Contact, Inc.
    Places investors in international high yield investment programs.
    http://www.europeancontact.com/
     
  • FDL Financial Services
    Full service investment and asset management firm located in downtown Washington, D.C.
    http://www.fdlfinancial.com/
     
  • Fincorp Investements Limited
    Provides non-bank finance and investments.
    http://www.fincorp.com.au/
     
  • Forest Capital Partners, LLC
    Provides timberland investment services to the affluent.
    http://www.forestcap.com/
     
  • FTI Institutional
    Offers investment capabilities of three asset management organizations: Franklin, Templeton, and Fiduciary Trust International.
    http://www.ftinstitutional.com/
     
  • Fund Information resource
    Fund information for world wide investors
    http://www.fundaccount.com
     
  • FundQuest Inc.
    FundQuest Incorporated designs, develops, and operates branded, flexible fee-based investment programs for financial institutions.
    http://www.fundquest.com
     
  • Galaxy Portfolio Services
    Advisory firm services the sophisticated investor through a range of unit-linked investment products.
    http://www.galaxy.co.za/
     
  • GE Interest Plus
    Investment opportunity in the General Electric Capital Corporation. Provides on-line prospectus.
    http://www.geinterestplus.com
     
  • GicDirect.com
    They provide rates on gic and term deposits in Canada and also have a currency exchange and a mortgage service.
    http://www.gicdirect.com
     
  • GlobeOp Financial Services
    Provides services to successfully launch and operate a private investment entity.
    http://www.globeop.com
     
  • Great Plains Trust Company
    Providing a full spectrum of investment services.
    http://www.greatplainstrust.com/
     
  • Guard Capital
    Family-owned US Insurance and banking group planning to offer investment and life insurance products.
    http://www.guardcapital.com
     
  • Hargis Financial
    Offers fee based personalized portfolio management for high net worth individuals worldwide. Also offers a weekly market commentary newsletter for the public.
    http://www.hargisfinancial.com/
     
  • Holloway & Associates
    Wise investment and wealth creation, financial Services and advice.
    http://www.wizeinvestment.com
     
  • Indochina Group Ltd
    Provides investment services to high net worth individuals and privately held companies.
    http://www.investmentandfinance.com/
     
  • Institutional Investor Online
    Contains articles, banking, mutual fund advice, portfolio strategies, and research.
    http://www.iimagazine.com/
     
  • Interactive Investor
    Finance and investment information in the United Kingdom. (Nasdaq: IINV).
    http://www.iii.co.uk/
     
  • International Financial Data Services (IFDS)
    Offers the global collective investment industry specialised BPO and ASP services. A joint venture of DST Systems and State Street.
    http://www.ifdsgroup.com/
     
  • Investment Scorecard, Inc.
    Investment Scorecard, Inc. provides performance reports to financial services firms and their clients. Our technology produces accurate, detailed and flexible print, CD-ROM and Internet reports.
    http://www.investmentscorecard.com
     
  • Investor Advisor
    Online community where investors and advisors can come together for each others mutual benefit.
    http://www.investoradvisor.com/
     
  • InvestorForce
    Develops online tools for intitutional investors, money managers, and plan sponsorts to help them manage their clients more efficiently.
    http://www.investorforce.com/
     
  • Investors Referral Service, Inc
    Service designed to match investors to financial professionals products and services.
    http://www.investorsreferl.com/
     
  • Kelly Financial Group
    Provides investment services to professionals, the affluent and their families.
    http://www.advisorsquare.com/advisors/kellyfg/default.asp
     
  • Lee Munder Capital Group
    Provides comprehensive investment solutions for a full range of risk parameters.
    http://www.leemunder.com/
     
  • Long-Term Asset Management
    Hong Kong based investment management firm. Services include setting up legal structures, advising on estate and succession planning, reviewing an existing portfolio of mutual funds, and, reviewing investment proposals.
    http://www.ltermgroup.com/
     
  • Lucid Issuer Services Ltd
    Agency providing research into identifying and communicating with bondholders and providing strategies to obtain consent to tender and exchange offers, complex Schemes of Arrangement and consensual restructurings.
    http://www.lucid-is.com
     
  • MacGold Direct Inc.
    Financial investigators and investment dispute consultants for Canada.
    http://www.robertgoldin.com/
     
  • Malipayon Fund Information
    Subscription-based access to extensive searchable database of investment funds worldwide
    http://www.malipayon.com/
     
  • Markov Processes International
    Investment technology firm providing analytical software tools and services to the institutional investment marketplace.
    http://www.markovprocesses.com/
     
  • Matrix Settlement and Clearance Services, LLC
    Service bureau offers automated mutual fund clearing and settlement services.
    http://www.mscsonline.com/
     
  • Mercer Investment Consulting
    Global consulting firm offers pension and investment articles, news, software and services.
    http://www.merceric.com/
     
  • Mesirow Financial
    Offers investment management, securities, investment banking insurance services.
    http://www.mesirowfinancial.com/
     
  • MicroRate
    A rating agency dedicated to the evaluation of microfinance institutions. Its objectives are to quantify fiduciary and credit risk for potential investors or creditors.
    http://www.microrate.com/
     
  • Mooring Financial Corporation
    Private investment firm that owns and manages financial assets, including commercial loan portfolios, real estate tax liens, real estate and other specialized investments
    http://www.mooringfinancial.com/
     
  • Multi strategy fund of hedge funds
    Amsterdam-based fund of hedge funds aiming for low volatility.
    http://www.onemsf.com
     
  • New England Pension Consultants
    A full-service investment-consulting firm based in Cambridge, Massachusetts.
    http://www.nepc.com/
     
  • NewRiver Investor Communications, Inc.
    Provides electronic communications solutions to the brokerage, mutual fund and insurance industries.
    http://www.newriver.com/
     
  • NewSmith Capital Partners
    Offers investment management and corporate finance services to businesses and high net worth individuals
    http://www.newsmithcapital.com
     
  • North American Pension Services
    Consultant offers financial planning services in the areas of retirement and investing management.
    http://www.naps-ltd.com
     
  • Nubase Technologies Inc.
    Enterprise e-Business enabler and application service provider for the financial services industry. Offers proprietary turnkey systems to discount brokerage firms.
    http://www.nubase.com/
     
  • Oakwood Capital Management
    Specializes in small and mid-cap investment management.
    http://www.oakwoodcap.com/
     
  • Odewald & Compagnie
    Within the framework of private equity transactions,invests in established, high-growth medium-sized companies domiciled in German-speaking countries.
    http://www.ocie.de/
     
  • Off Wall Street Consulting Group
    Provides research and buy/sell recommendations to professional money managers.
    http://www.offwallstreet.com/
     
  • Old Mutual Asset Managers (OMAM)
    A multi-national asset management business, whose operations are subsidiaries of Old Mutual, a London-listed international financial services group.
    http://www.omam.com/
     
  • Peter L. Bernstein, Inc.
    An economic consultant to institutional investors.
    http://www.peterlbernsteininc.com/
     
  • Pharos Financial Group
    Provides institutions and private investors an opportunity to gain exposure to the emerging markets of the former Soviet Union.
    http://www.pharosfund.com/
     
  • Phillips & Drew
    Value manager offering a wide range of investment services on a global basis.
    http://www.phillipsdrew.com/
     
  • Photonics Investments
    Provides investment services and management consulting to the optics/photonics industry.
    http://www.photonicsinvestments.com/
     
  • Portfolio Monitor
    Automates many of the repetitive tasks associated with portfolio management.
    http://www.portfoliomonitor.com/
     
  • Price Pattern Prediction
    Offers stock market predictions using advanced mathematics.
    http://www.pricepatternprediction.com/
     
  • PTS Asset Management
    SEC registered investment advisor providing specialized management of mutual funds, variable annuities, variable life and individual participant 401k account.
    http://ptsmanagement.com/
     
  • Quantitative Investment Management LLC
    A global investment firm specializing in alternative investment strategies for institutional and private investors.
    http://www.quantitative.com/
     
  • Ramirez and Co., Inc.
    A full service securities firm.
    http://www.ramirezco.com
     
  • Redbus Group
    Redbus Investments, and the companies they have invested in so far.
    http://www.redbus.co.uk
     
  • Rockefeller and Co
    Investment management firm for wealthy families, foundations and non-profit organizations.
    http://www.rockco.com/
     
  • Sai Securities and Consultants
    Investment and tax consultancy company based in Chennai, India.
    http://www.saisecurities.com
     
  • Separate Account Solutions
    Provides open wholesale separate account plattform to financial service institutions.
    http://www.separateaccounts.com/
     
  • Shields and Associates
    Offers comprehensive asset management consulting to corporate plan sponsors, foundations and endowments and to high-net-worth individuals.
    http://www.shieldsassoc.com
     
  • Sorrento Group
    Financial services group providing fee-based investment advice to high net worth individuals and early-stage venture capital and advice for businesses.
    http://www.sorrento-group.com
     
  • Tax credits marketplace
    Intermediaries specialising in facilitating conversion of US rehabilitation historic tax credits.
    http://www.historicequity.com
     
  • Taylor Young Investment Management
    Provides investment services for individuals, charities and institutions.
    http://www.tayloryoung.com/
     
  • Terry McDaniel and Company
    Provides investment counseling and portfolio management services.
    http://www.tmcdanco.com/
     
  • The Arbitrage Group
    Provider of arbitrage rebate and mathematical verification services.
    http://www.thearbitragegroup.com/
     
  • The Consortium
    Renders compliance, practice management and marketing support to broker/dealers and investment advisors.
    http://www.liftburden.com/
     
  • The Forestland Group
    Acquires and manages timberland investments for institutions, families, and individuals.
    http://www.forestlandgroup.com
     
  • The Investment House
    Providers of financial and real estate investment services in the Middle East.
    http://www.investhouse.com
     
  • The Share Option Centre
    Offers management of employee share schemes.
    http://www.theshareoptioncentre.com
     
  • The Swiss Advantage
    Provides unbiased information to those seeking offshore investment opportunities.
    http://www.swissadvantage.com
     
  • UBG Financial Corporation
    Arranges cross-border debt financing for large corporates utilising specific corporate finance strategies.
    http://www.ubgcorp.com
     
  • Ultimus Fund Solutions
    Provides management services to small to medium-sized mutual fund groups.
    http://www.ultimusfundsolutions.com/
     
  • United Bankers
    Provides global advisory, execution and custodian service.
    http://www.ubglobe.com/
     
  • Venfin Limited
    A technology investment holding company that mainly concentrated on investing in telecommunications and information technology.
    http://www.venfin.com/
     
  • Watt Carmichael
    Serves its personal and institutional clients with a full range of private wealth management financial and advisory services.
    http://www.wattcarmichael.com/
     
  • Wellington Management Company
    Provides a comprehensive range investment services to public and private institutions.
    http://www.wellmanage.com/
     
  • YHB Retirement Services
    Offers investment plans, recordkeeping, full access to participant account information, and education services for companies and employees.
    http://www.yhbretirement.com/
     
  • Zero Alpha Group
    Member investment advisory firms provide objective, long-term private wealth management solutions to investors, focusing on asset allocation and a structured, quantitative approach to investing.
    http://www.zeroalphagroup.com
     
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    Investment Services

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