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  • A. A. Nazzaro Associates - offers securities lending management and consulting services.
  • AdvisorAvenue - provides online publishing, document distribution, and B2B networking services for investment professionals.
  • American Qualified Plans, Inc - providing information and services about ESOPs, appraisal, administration, financing techniques, and 401(k).
  • Amtec - computes rebatable arbitrage from the investment proceeds of tax exempt bonds for financial professionals.
  • Andrew Kalotay Associates (AKA) - New York, NY - valuation of fixed income securities, particularly bonds and derivatives.
  • ASAP Advisor Services - provides marketing and consulting services for fund managers and financial advisors as well as a range of data distribution services.
  • ASC Advisory Group, Inc. - Alexandria, VA - fee only investment planning services for U.S. and international fiduciaries.
  • Athis Finance - portfolio management, financial investments, and tax advice dedicated to foreign private investors.
  • Avera Global Partners - San Francisco-based investment advisory firm specializing in alternative investments.
  • B/D Compliance Partners, Inc. - offers securities industry consulting including new broker/dealer startups, compliance audits and meetings, expert witness testimony, and more.
  • Batterymarch Financial Management, Inc.
  • BDC Financial - provides customized alternative investment products and servicing solutions.
  • Beacon Verification Services - offers AIMR Verification.
  • Bodnar Financial Advisors - assisting clients in the creation and preservation of wealth and helping clients achieve their life objectives with a sense of security.
  • Bridgebay Financial, Inc. - offers corporate liquidity portfolios, SEC market risk disclosure analysis, money manager selection, and more.
  • Broker Dealer Compliance - provides compliance, operational, and financial services to the brokerage community.
  • Brookwood Investment Advisors
  • Brown, Cal - offering financial planning, tax and retirement strategies.
  • Callan Associates Inc - investment consultant for foundations, pension funds and investment managers.
  • Cambridge Advisors - alliance of fee-only personal financial advisors throughout the U.S. serving Middle America. We accept no commissions and sell no products.
  • Cambridge Associates, Inc. - independent firm providing advisory and consulting services for endowments and other nonprofit institutions.
  • Cambridge Investment Advisor - specializing in 401k , health care consulting, flexible employee benefit plans, and human resources.
  • Carramar Limited - offers expertise in international interim management, business development, and project management.
  • Century Management Investment Counselors - offers portfolio management and comprehensive financial planning for families, trusts, pensions, and businesses.
  • China Business Group - advisory and investment services to help companies achieve rapid and sustained success in China.
  • China Update - provides firms throughout Canada and the US with business information and consultation on commercial and investment opportunities with China.
  • CI Consultancy - provides consultancy, products and software services to the financial services industry.
  • CINE-TEC - technical investment and marketing advisors to motion picture speculation funds sponsored by studios, firms, and independents.
  • Citywatch Ltd - UK provider of shareholder information and analysis.
  • CMS Financial Services - third-party investment consultant offering asset allocation, manager/fund selection, portfolio accounting, and performance measurement services.
  • Cobeco, Inc. - provides investment advisory services and research for international fund managers, institutions, and companies interested in African and Caribbean markets and investment opportunities.
  • Cochrane, George - consulting in Australian gold investing.
  • COMSTAT Capital Sciences Inc - capital asset consulting group in Western Canada.
  • Concord Advisory Group, The - offers consulting services for mid-sized institutional investors, including asset allocation, investment manager search, and fee reduction.
  • Cooper Consultants - pension fund consulting firm.
  • D&G Sciences - offers independent estimates of cost-to-complete, and time-to-finish research and development projects.
  • Decker & Associates, Inc. - financial planning and education for individuals and corporations.
  • Derivatives Portfolio Management - provides a full range of investment reporting and analytical services, enabling evaluation of portfolio risks and performance.
  • Eagle Investment Systems - serving the financial and banking industries by offering investment data warehousing and consulting.
  • Emerging Markets Management, LLC - institutional investment firm dedicated to the management of emerging markets equities in Asia, Latin America, Europe, and Africa.
  • Equity Analytics, Ltd. - Hempstead, NY - information on technical analysis of the stock, option, bond, and futures & commodities, markets.
  • Executive Financial Group [EFG] - coordinates corporate finance with wealth creation, wealth conservation, business planning and executive benefits.
  • FC Global Service - offers investment planning services, feasibility studies, market quotes and news, and investor information.
  • FCA Corp. - financial planning and investment advisory services on a fee only basis.
  • Financial Computer Support - provides computer and administrative support for financial planners and insurance agents. Offers dbCAMS portfolio management software.
  • Financial Concept Group - information on a wide range of financial products to help create a financial plan.
  • Financial Planning Interactive - Interactive information resource for professional financial planners and investment advisors.
  • Fincoord Finance Coordinators Ltd. - ZŸrich, Switzerland - FFC is a privately-owned consulting firm seated in Switzerland offering financial and strategic advisory and management services tailor-made for the Polish market.
  • Frank Russell Company - multi-manager solutions for investment managers and capital markets.
  • Fridrich Capital Services - investment consulting in the Czech republic, including wide range services, due diligence providing, mergers and acquisitions, and investment opportunities.
  • G.W. Henssler and Associates
  • Gamla Stan Group - founded in May, 1996, as an IPO marketing & strategy consulting firm. Distributor of "EASDAQ: An Entrepreneur's Guide to Going Public."
  • Go Public Today - offers information and services to take a company public on the OTC BB and raise capital with a direct public offering.
  • Gordil Consulting - independent brokers specializing in property investments in Costa del Sol for international clients.
  • Green Mountain Asset Management Corp - investment research based in part upon Warren Buffett's principles. Written commentary, usually downloadable spreadsheet, and financial tables. Performance of prior recommendations provided in detail.
  • Gulf Investment Corporation - provides financial services that focus on the development of private enterprise and economic growth in the Gulf region.
  • H.D. Vest Financial Services - provides products and services to assist tax and accounting professionals in becoming financial services centers for their clients.
  • Hopgood Group, The - consulting exclusively for hotel investments.
  • Ibbotson Associates - consulting, training, and other services for the kinds of investment and financial problems facing financial planners, brokers, investment managers, and corporations.
  • ILX Systems - developers of PC-based and online information systems providing data, news, and analytics for financial services companies.
  • Innovate Financial Services - investments, insurance and budgeting services.
  • Interface Management Limited - International business management, finance and tax consultants located in the Island of Jersey, Channel Islands.
  • International Institute of Trading Mastery, Inc. (IITM) - helps investors and traders improve performance and maximize returns thru self-improvement.
  • Invernet Capital Inc. - provides planning strategies to our selected group of customers.
  • Invest Securities Consulting, P.C. - advisory firm specializing in investment fraud, stockbroker disputes, damage calculations, Internet trading problems, and market regulations.
  • Investment Reference - Specializes in compliance consulting, FCM field audits, series 3 instruction, and CTA and CPO disclosure document preparation.
  • Investors Bank and Trust - provides customized securities processing services for institutional investors.
  • Issuer Network - quarterly newsletter, market listing assessments, and other services for publicly traded companies.
  • ITG - provider of technology-based equity trading services and transaction research to institutional investors and brokers.
  • J.H. Ellwood and Associates, Inc. - independent firm that advises clients in the design, implementation, and ongoing supervion of their retirement plan, endowment, and foundation investment programs.
  • Jabez Advisory Group - provides personal and corporate portfolio analysis and asset allocation as well as tax, financial, and insurance planning.
  • Janiczek & Company, Ltd - offers fee only financial, tax, estate, and retirement planning, and asset management for individuals, trusts, and pension plans.
  • John Piccitto Consulting Ltd. - provides management consultancy services in the fields of global equity finance, documentation analysis and procedures, training, and expert industry opinion on a world-wide basis.
  • Johnston Investment Counsel (JIC) - an independent, full-service, fee based investment consulting and advisory firm serving institutional and individual investors.
  • Karagosian Financial Services - provide financial consulting and money management services to individuals and institutional investors.
  • Kobren Insight Group
  • Lamaute Capital, Inc. - specializes in retirement plans with tips for employees who are changing, leaving, or losing a job.
  • Lynx Investment Advisory, LLC - offers investment management solutions.
  • Maier Siebel Baber Real Estate Investment Advisors - provides affluent private investors direct real estate investments and advisory services.
  • Main Street Research - information about our services, plus market commentaries, advice, and financial links.
  • Matrix Asset Allocation - investment advisory firm and consultant to independent financial advisors.
  • Matrix Settlement & Clearance Services, LLC - automated mutual fund trading, settlement, and clearing services for banks, broker/dealers, trust companies, and third party administrators.
  • Menke & Associates, Inc. - Qualified tax-exempt Employee Stock Ownership Plan (ESOP) firm, offering financial/legal consultation, plan administration, business appraisals, investment banking services.
  • Mesirow Financial - provides a full range of financial and investment services.
  • MGL Consulting Corporation - specializes in providing registration and compliance services to broker/dealers and investment advisors.
  • Moreno's Investments - specializes in client-focused portfolios blending blue chip, high tech and financial securities for growth or income.
  • National Regulatory Services, Inc. - NRS and NRS Systems provide consulting services and software to the investment adviser and broker dealer compliance industry.
  • New England Pension Consultants - independent, full service consulting firm that provides institutional clients with comprehensive investment counseling and performance measurement.
  • NuevoFinancial.com - providing full-service investment banking advice to corporate clients.
  • OakBrook Investments, LLC - specializes in large cap domestic equity investment strategies for institutional and retail clients, and mutual funds.
  • Optimarket, Inc. - provides information about acquiring government assets being privatized in Azerbaijan.
  • Pacific Investment Advisors - PIA offers investment and management services for foreign and domestic companies.
  • Pensions and Investment Research Consultants (PIRC) Limited - corporate governance service, investment advice and research.
  • Peter L. Bernstein, Inc. - an economic consulting firm to institutional investors and publisher of the Economics Strategy and Portfolio newsletter.
  • Phoenix-Hecht
  • Quantitative Services Group (QSG) - offers transaction cost measurement systems, quantitative equity research, portfolio trading analysis, and investment strategy consulting to institutional investors.
  • ReFlow - provides auction model for short-term liquidity needs of mutual funds.
  • Risk And Derivatives Consulting Board, Inc. - consults to determine a client's level of compliance with successful principles of risk management.
  • Royal Alliance - offers registered representative opportunities for independent professionals.
  • S&FA Capital Services, Inc. - provides consultation to clients in the financial services industry to meet regulatory, marketing, and strategic challenges.
  • Sarofim Realty Advisors - investment advisory firm specializing in real estate.
  • Scudder Funds of Canada
  • Sebesta Associates & - services include foreign financial representation, registered representation, asset management, and more.
  • Securities Regulatory Professionals - provides branch audits, model written supervisory procedures, registration assistance, and other compliance consulting.
  • SEI Investments - offers trusts, funds, banking, investment advisors, and other services.
  • Spectrum Pension Consultants, Inc. - providing services to sponsors of qualified pension and profit sharing plans.
  • Stock Transfer.Com - offers to assist companies in finding a stock transfer agent.
  • Thomas Murray Ltd - management consultancy that specialises in global custody, global securities services, and risk management .
  • Trend Analysis, Ltd. - independent analysts and researchers who provide daily technical commentaries on the world's major foreign exchange, bond and commodity markets and provide a consultancy service.
  • Trepp Group - software and consulting firm servicing the structured finance community. Specialists in CMO, CMBS, ABS and whole loan securities.
  • TriOptima - offers a method for the reduction of credit risk, capital costs, operational risk, and operational costs in the OTC derivatives industry.
  • VBM Consulting - offers Value Monitor International - a service designed to help monitor, create and maximise value within an organisation.
  • Wayne W. Kollas, Inc - offers business continuation, insurance, executive benefits, and financial planning for closely held businesses and their owners.
  • Zielsdorf Financial Group - A wealth management firm catering to the needs of higher net worth individuals and small to mid-size corporations.



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