—SEC. 04 — Money Managers

Money Managers

Subcategories19
Indexed links43
Direct links0
Total subtree19
— SEC. 01
Subcategories

Browse by subcategory.

— SEC. 02
Listings

All links in this category.

Showing 1–43 of 43 editor-approved links.

Showing 43 on this page
A
Abner, Herrman and Brock Inc.
www.ahbi.com

Independent investment management firm provides portfolio management for high net worth individuals, endowments, and corporate retirement plans.

Added May 10, 2026
A
Anisfield Investments Ltd
www.anisfield.com

International financial advisory firm, specializing in corporate finance, investor relations and investment advisory services.

Added May 10, 2026
A
American Asset Managers
www.aamg.com

Registered money manager located in Rockville, MD

Added May 10, 2026
B
Baxter Investment Management
www.baxterinvestment.com

Manages fixed income, equity, and balanced investment portfolios for foundations, endowments, and high net worth individuals.

Added May 10, 2026
C
Capital Investment Services of America, Inc.
www.capinv.com

Actively managed fixed income and mid- to large-cap equity investment.

Added May 10, 2026
C
Cornerstone Group of Companies
www.cornerstonegroup.com

Provides a range of investment, advisory and financing services as part of a global practice.

Added May 10, 2026
C
Condor Capital
www.condorcapital.com

Located in Martinsville, New Jersey, is an SEC-registered growth manager who employs a combination of growth and value style investments.

Added May 10, 2026
D
DSM Capital Partners LLC Investment Group
www.dsmcapital.com

Offers money and asset management, investment advisory.

Added May 10, 2026
D
Dare Capital Management and Advisory
www.darecapital.com

Fee-only investment advisor and planner. Features firm and principals profiles, market data and newsletter.

Added May 10, 2026
D
Diamond Hill Capital Management, Inc.
www.diamond-hill.com

Provides separately managed investment portfolios for individuals and institutional clients, serves as the advisor to Diamond Hill mutual funds.

Added May 10, 2026
E
Eads and Heald Investment Counsel
www.eadsheald.com

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

Added May 10, 2026
E
Efficient Market Advisors, LLC
www.efficient-portfolios.com

Specializing in IRA or 401k rollover accounts. Investing lessons, calculators, educational presentations. San Diego, CA, USA.

Added May 10, 2026
F
Fisher Investments
www.fisherinvestments.com

Global money management firm. Includes company profile, information about services, fees, and contacts.

Added May 10, 2026
F
Financial & Investment Management Advisors, Inc.
www.fimadvisors.com

Provides fee-based financial planning and investment management services to individuals, retirement plans and corportations.

Added May 10, 2026
G
Griffin Capital Management
www.griffincm.com

Investment products focusing on Europe, Germany and Eastern Europe.

Added May 10, 2026
G
Green Park Capital
www.greenparkcapital.co.uk

A global private equity secondaries fund management company purchasing illiquid assets from original investors.

Added May 10, 2026
G
Grayeli Investment Management
www.grayeli.com

Registered investment advisory company providing personalized discretionary investment management services to individuals, foundations and corporations.

Added May 10, 2026
H
HGK Asset Management
www.hgk.com

Individual investment services and mutual funds for retirement funds of unions, corporations and individuals.

Added May 10, 2026
I
InView Investment Management, LLC
inviewim.com

An institutional money management company. Specializing in small cap value and small/mid cap value arenas. Chicago, Illinois, USA.

Added May 10, 2026
J
Jarislowsky, Fraser Limited
www.jfl.ca

An investment counseling firm who manages pension funds, endowments, pooled funds, corporate and private funds for both North American and European clients.

Added May 10, 2026
J
J.E. Wilson Advisors, LLC
www.jewilson.com

Fee-only wealth management firm providing independent financial solutions since 1982.

Added May 10, 2026
L
Leeb Capital Management, Inc.
www.leeb.net

Manages individually tailored growth, growth and income, and mutual fund portfolios for individual investors, profit sharing plans and endowments.

Added May 10, 2026
M
MRM Asset Allocation
www.mrminv.com

Investment advisory firm, specializing in low risk strategies for long term accumulation.

Added May 10, 2026
M
Meeder Financial Services
www.meederfinancial.com

Custom investment solutions for individual and institutional investors since 1974.

Added May 10, 2026
M
McGibbon Asset Management
mcgibbon-asset.com

Professional money management in the Denver Area. Specializing in growth stocks and risk management.

Added May 10, 2026
M
Main Street Research LLC
ms-research.com

Provides investment and wealth management expertise to a limited number of individuals and institutions through a fee-based arrangements.

Added May 10, 2026
M
Mast Investment Advisors LLC
www.mastinvestment.com

Registered investment advisory firm providing investment management services to individuals and institutional accounts.

Added May 10, 2026
M
Money Advisors Group
www.moneyadvisorsgroup.com

Registered investment advisor based in Tampa, Florida.

Added May 10, 2026
M
MRM-Horizon Financial Advisors
www.mrm-horizon.com

Offering equity management services to high net worth individuals, families, and institutions.

Added May 10, 2026
O
OakBrook Investments, LLC
www.oakbrookinvest.com

A registered investment advisor specializing in domestic large cap equity investments.

Added May 10, 2026
O
Old Dominion Capital Management, Inc.
www.odcm.com

Independent investment counsel, wealth management services, including asset management, estate and financial planning.

Added May 10, 2026
P
Placemark Investments
www.placemark.com

Tax-efficient investment management solutions.

Added May 10, 2026
P
Premier Financial Advisors, Inc.
www.premieradvisors.net

A full service independent financial planning and investment advisory firm. Covers products, services, philosophy, planning, and a map.

Added May 10, 2026
P
Prudent Wealth Management LLC
www.prudentwealth.com

A Registered Investment Advisor specializing in managing separate, equity based portfolios for individuals.

Added May 10, 2026
Q
Q Investments Ltd.
www.q-investments.com

A portfolio management company using proprietary investment models.

Added May 10, 2026
R
Reilly Financial Advisors
rfadvisors.com

Financial services firm whose core business is portfolio management.

Added May 10, 2026
S
Storkey & Co Limited
www.storkeyandco.com

Offers international management consultancy services. Specializing in sovereign debt, cash and risk management for central and local governments.

Added May 10, 2026
S
Schroder Investment Management Limited
www.schroders.com

A global asset management company.

Added May 10, 2026
S
Sandalwood Securities
www.sandalwoodsecurities.com

Hedge funds, alternative and non-traditional investment strategies. A multi-manager/multi-strategy approach to investing.

Added May 10, 2026
S
Santa Barbara Asset Management, Inc.
www.sbasset.com

Provides investment counsel and portfolio management services.

Added May 10, 2026
S
Suncoast Equity Management, Inc.
www.suncoastequity.com

Provides investment advisory services to individuals, families and foundations, as well as to corporate pension, profit-sharing plans and individual retirement accounts.

Added May 10, 2026
Software
DRIP Wizard
www.dripwizard.com

Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.

Added May 10, 2026
T
Trend Dynamics
trenddynamics.com

Provides 401(k) allocation assistance as well as investing via proprietary investment software and services.

Added May 10, 2026