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  •  J.P. Morgan Chase & Co. - offers corporations, financial institutions, and governments cash management and treasury services.
  • Janus Capital Group - provides investors worldwide with access to a broad range of investment products.
  • JRP Capital Corp. - provides investment services to accredited investors utilizing an investment discipline.
  • Karpus Investment Management
  • KeyForFrance - offers the oppportunity to invest and set up an industrial business in France with a private French partner. Provides advice about grants and financial aids
  • Kunath, Karren, Rinne & Atkin - independent investment advisor for corporations, retirement plans, foundations, high-net-worth individuals, families, not-for-profits and other institutions.
  • Labartt Investment Inc. - investment services in Czech Republic, specializing in asset management, commercial real estate, managerial counselling, and hotel management.
  • Laidlaw Global Corporation - provider of global investment and financial services.
  • Lane Brothers & Co., Inc. - fee-only money management and investment consulting services for high-net-worth individuals.
  • Lazard Asset Management - invests assets for institutions and individuals. Also advises mutual fund families.
  • Legacy Trust Company - privately-owned, independent provider of personalized trust and wealth management services to individuals, families, and foundations.
  • Leylegian Investment Management, Inc. - investment management and advisor specializing in charitable, religious, and tax-exempt clients. Focused on socially responsible investing.
  • Lloyd George Management - fund management company established in 1991 to provide investment management in Asian equities, especially those of emerging markets, for both private clients and institutional investors.
  • Madison Group, Inc., The - specialises in wealth transfer planning for high net worth families and businesses.
  • Maryland Capital Management - registered investment advisor providing investment management services to high net worth individuals, families, and institutions.
  • McCarthy, Crisanti & Maffei, Inc. - global financial research firm specializing in real-time analysis of economic developments and financial markets worldwide.
  • Messner and Smith Investment Management - provides investment management services for private and institutional clients, specializing in small and midcap value portfolios.
  • Metropolitan West - investment and advisory management services including fixed income, domestic and international equity, balanced portfolios, and securities lending.
  • Middlefield Group - focuses its efforts in areas such as mutual funds, merchant banking, securities, venture capital, resources and real estate.
  • Molpus Woodlands Group, The - timberland investment management organization that acquires, manages, and sells timberland for clients.
  • myCFO - secure web-based service for high-net-worth individuals offers personal CFO and personalized, integrated portfolio management and access.
  • New Amsterdam Partners - specializing in asset management services to pension funds.
  • NISA Investment Advisors, LLC - managing fixed income and equity assets for tax-exempt and taxable institutional clients including retirement plans, insurance companies, foundations, endowments, and Nuclear Decommissioning Trusts.
  • North Plains Systems Corp. - innovator in the digital asset management market, serving customers worldwide.
  • Northwestern Trust - providing trust, custody and investment management services to corporate and individual clients throughout the United States.
  • Nottinghill Investment Advisers, Ltd. - SEC-registered adviser specializing in disciplined, quantitative approaches to the management of primarily large capitalization equities.
  • Numeric Investors LP - a quantitative investment management firm specializing in active management of stock portfolios.
  • Old Mutual Asset Managers (OMAM) - subsidiary of Old Mutual plc, offering multi-national asset management services.
  • Paradigm Fixed Asset Consulting - provides accounting teams with solutions to manage corporate fixed assets.
  • Payden-Rygel - assisting as equity, cash, or fixed income managers including institutional asset and mutual funds management.
  • Peregrine Capital Management - manages four well-defined investment styles. Site includes performance and analytical data as well as management biographies.
  • Perritt Capital Management - portfolio management, investment advice for individuals, corporations and trusts; manage and sell shares in the Perritt Capital Growth Fund.
  • PIMCO Bonds - offers bond research and management.
  • Pitcairn Trust Company - a full-service financial management firm.
  • Polen Capital Management - investment management company specializing in equity investments for high net-worth individuals and corporations.
  • Power Corporation of Canada - diversified management and holding company with holdings in leading financial services and the communications sector.
  • Presidio Financial Partners - provides merger and acquisition and private placement investment banking to emerging growth companies, as well as personal wealth management services.
  • Pyrford International - offers international asset management services for institutions and high net worth individuals.
  • Record Treasury Management - independent currency overlay manager.
  • Richmond Capital Management - independently owned fixed income advisor.
  • Rittenhouse Financial Services - includes performance returns, officer backgrounds, and their ADV.
  • Rockefeller and Co. - financial counseling, insurance, and philanthropy services for corporations, not-for-profit groups, and individuals.
  • Sanderson & Stocker, Inc. - investment management for institutional and private investors.
  • Scion Capital, Inc. - offers investment management to both individuals and institutions.
  • Seasongood Asset Management - investment advisor specializing in public finance portfolio management.
  • SEI Investments - offers trusts, funds, banking, investment advisors, and other services.
  • Seneca Capital Management - independently operated investment management firm.
  • SHP Asset Management - operates a senior housing equity investment fund for CalPERS, focused on financing and/or acquiring stabilized independent living properties and CCRCs.
  • Smith Affiliated Capital - registered investment advisory firm.
  • Solutions Plus - offers asset management, engineering systems testing, stock inventory capture, regulatory compliance, and web-based asset reporting systems.
  • Standard Life Investments - asset management company with global coverage of investment instruments and markets.
  • StatPro - offering portfolio analysis and performance measurement solutions for asset managers.
  • Strong Capital Management - offers a wide range of asset and investment management services.
  • Summit Global Management, Inc. - conservative value investing capital management.
  • Sun Capital Management, LLC - offers investment approach, investment structure, and performance information.
  • TAM Asset Management, Inc. - manages value-indexed portfolios using the DFA index funds.
  • TCW Group - specializes in managing pension and profit sharing funds, retirement/health and welfare funds, insurance company funds, endowments and foundations.
  • Thomas White International, Ltd. - providing investment management, research to institutional clients and offering the Thomas White World Fund.
  • Toron Capital Markets - financial risk management firm that designs and manages customized hedging solutions for institutional clients with currency and interest rate exposures.
  • Tremont Advisers - diversified alternative investments consulting firm servicing hedge funds, minority managers, institutions, financial intermediaries, and high net worth individuals.
  • Trendstat Capital Management, Inc. - manages funds and portfolios using diverse financial instruments and systematic strategies for high net-worth individuals, retirement plans, and institutions.
  • Trust Resource Company - helps clients evaluate, implement, and administer trust and asset management services.
  • Unigestion Holding
  • Veredus Asset Management - emphasis on research, developing trends, marketplace focus, and vital communication with company managers.
  • Voyageur Asset Management - offers investment management for high net worth and institutional investors.
  • Wealth Transfer Group - wealth transfer planning for individuals and families.
  • West Coast Asset Management - private, independent money manager providing fixed income and equity management serving individuals, families, trusts, and businesses.
  • Westwood Group - investment management, trust and custody services, and a family of mutual funds.
  • Whittier Trust Company - offers services for high net worth individuals and families.
  • Wilkinson O'Grady Global Asset Management - investment advisor to individuals and families, trusts, pension funds, foundations, and endowments.
  • Windward Capital Management Co. - providing investment advice to high net worth individuals, businesses, retirement plans, and other entities.
  • Winton Capital Management - offers a managed account program to investors which engages in the trading of futures and forward contracts.
  • World Growth Capital Management - invests in major equity markets worldwide.
  • Wright Investors' Service - providing investment management for institutions, trust organizations, pension plans, foundations, municipalities and individuals.
  • Yield Management Group (YMG) - investment counsel firm offering a range of traditional and quantitative products for institutional and retail clients.
  • Zaske, Sarafa & Associates - provides investment management services to institutions and individuals.
  • Zeiger Capital Management, Inc. - dedicated to the research, design, and management of investment strategies and methodologies based on advanced mathematical, statistical, and computational techniques.
  • Zevenbergen Capital Inc. - investment company wholly women and employee owned and run.



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