The Charles Schwab Corporation (CSC) is a financial holding company. Through its subsidiaries, the Company engages in securities brokerage, banking and related financial services. CSC provides financial services to individuals and institutional clients through three segments: Schwab... more

Smith Barney is the private wealth management unit of Citigroup. It is a leading provider of comprehensive financial planning and advisory services to high net worth investors, institutions, corporations and private businesses, governments and foundations. With more than 13,000 Financial... more

Legg Mason, Inc. (Legg Mason) is a global asset management company. Acting through its subsidiaries, the Company provides investment management and related services to institutional and individual clients, Company-sponsored mutual funds and other investment vehicles. The Company offers... more

Morgan Stanley is a global financial services firm that, through its subsidiaries and affiliates, provides its products and services to a group of clients and customers, including corporations, governments, financial institutions and individuals. Morgan Stanley’s business segments include... more

UBS AG is a global provider of financial services for wealthy clients. UBS’s financial businesses are organized on a worldwide basis into three Business Groups and the Corporate Center. Global Wealth Management & Business Banking consists of three segments: Wealth Management International... more

SEI Investments Company is a provider of asset management services, investment processing and investment operations solutions. The Company's outsourcing solutions help corporations, financial institutions, financial advisors and families create and manage wealth. Its products and services... more

A division of BMO Financial Group, BMO Spend & Payment Solutions (formerly BMO ePurchasing Solutions) is a leading commercial card, spend and payment solutions provider in North America. BMO Spend & Payment Solutions' products are widely used by Corporations, non-profit and government... more

In its early years, Wilshire Associates was an innovator in applying computing technology to investment concepts. Wilshire created the first asset/liability model for pension funds in the 1970s, 10 years before actuarial and accounting firms began to adopt this technology. We were among... more

Salomon Smith Barney (www.smithbarney.com) is a global, full-service financial firm that provides brokerage, investment banking, and asset management services to corporations, governments, and individuals. As a leader in the U.S. securities industry, Salomon Smith Barney's core... more

Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives.

Invesco Ltd. (Invesco) is an independent global investment management company. The Company’s worldwide investment management capabilities include AIM, Atlantic Trust, Invesco, Perpetual, PowerShares, Trimark and WL Ross. Invesco provides an array of enduring solutions for retail,... more

Sanders Morris Harris Group Inc. (SMHG), through its subsidiaries and affiliates, provides asset/wealth management, and capital markets services. The products and services provided by the Company include asset/wealth management and capital markets. The asset/wealth management business... more

State Street Global Advisors, the investment management arm of State Street Corporation, delivers investment strategies and integrated solutions to clients worldwide across every asset class, investment approach and style. With $1.9 trillion in assets under management as of June 30, 2007,... more

Ameritrade Holding Corporation has a 28-year history of servicing self-directed investors. Ameritrade develops and provides innovative brokerage products and services tailored to meet the varying investing and portfolio management needs of individual investors and institutional... more

Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and... more

Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Through its subsidiaries, Waddell & Reed Financial provides investment management and financial planning services to clients throughout the United States. Waddell & Reed Investment Management Company... more

AssetMark Investment Services, Inc. is an investment management and consulting firm dedicated to helping Investment Advisors take their businesses to the next level of profitability and growth. AssetMark provides one of the most comprehensive fee-based investment management platforms in... more

Neuberger Berman has provided prime brokerage and correspondent clearing services to the financial community for five decades. We offer all the services you need to get your business started and to keep your business growing: Trade Execution Responsiveness and experience make a crucial... more

Advest, Inc., with headquarters in Hartford , CT , is one of the country's leading regional financial services firms. The company provides financial, securities brokerage, trading, investment banking, trust, and other advisory services to its clients from more than 100 offices in 18... more

At Brinker Capital, we focus on providing services to financial advisors so that they can provide the highly personalized investment solutions that their clients require. We offer managed account and mutual fund investment programs that bring together our investment consulting expertise... more

AGF Master Limited Partnership (Master LP) is a Canadian investment management company. Master LP was formed through the merger of 11 AGF and 20/20 limited partnerships (the Merging Partnerships). The Merging Partnerships were formed for the purpose of arranging for the distribution of... more

Payden & Rygel is a Los Angeles-based investment advisory firm that manages $50 billion in assets, including $2.5 billion in assets for the two fund families.

Founded in 1973, Callan Associates Inc. is one of the largest independently owned investment consulting firms in the country. Headquartered in San Francisco, the firm provides research, education, decision support, and advice to a broad array of institutional investors through five... more

MFC Global Investment Management (U.S.), LLC is a Boston-based firm, focused on investment management for institutional clients. Built on investment principles developed over 35 years, MFC Global (U.S.) offers a diverse selection of actively managed equity and fixed income strategies... more

Trade Center, Inc. is a futures and commodity brokerage firm dedicated to providing its clients around the world with futures, options and foreign exchange investment services. Our commodity brokers provide full service, discount, and online trading to match the needs of our clients.... more

PlanMember is a diversified retirement plan administration and investment advisory firm offering a full spectrum of retirement products and services. With over 20 years experience in the financial services industry, PlanMember has more than 400 registered representatives across 50... more

Hamilton Lane is an independent financial institution that provides discretionary and non-discretionary private equity asset management services to sophisticated investors worldwide. From offices in the U.S., London, Tel Aviv, Tokyo and Singapore, Hamilton Lane offers a full range of... more

Credential Direct was founded in 2000 by Canada's credit union system. Since then, we've enjoyed exceptional growth by providing online brokerage services of unmatched value that have earned numerous industry kudos. Today, we serve over 150 Canadian credit union partners and their members... more

Barclays Global Investors is the world's largest institutional manager, and the world's largest provider of structured investment strategies such as indexing, tactical asset allocation, and quantitative active strategies. BGI manages more than $800 billion in assets, and over 1,500 funds,... more

At Armada Funds, we think every small business should have the opportunity to offer its employees a comprehensive retirement program. If you're considering adding a plan or your current plan no longer meets the needs of your business, consider one of Armada Funds retirement solutions,... more

ADVISORport (www.advisorport.com) of Philadelphia offers a fully integrated, online investment-consulting platform. The company's technology integrates separate accounts, mutual funds, proprietary products and brokerage accounts in a single client portfolio. The company serves as an... more

BDFSC Holdings Corp., headquartered in Johnston, Iowa, has been in existence since 1996 and operates three Subsidiaries: Broker Dealer Financial Services Corp., Investment Advisors Corp., and Bankers Financial Services, LLC. Broker Dealer Financial Services was originally incorporated... more

Headquartered in Chicago, AAM manages high quality fixed income, convertible bond and equity portfolios exclusively for insurance companies. AAM integrates insurance expertise into the investment equation to develop and implement customized investment strategies. AAM manages entire... more

Mawer Investment Management Ltd. (Mawer), headquartered in Calgary, Alberta, was founded in 1974. The firm is an independent corporation controlled by twelve investment professionals. The investment management team offers investment expertise across all asset classes. The support team... more

PMFM is registered investment advisory firm located in Athens, GA. PMFM offers separate account management services, proprietary mutual funds, and is the advisor to 401k Toolbox, one of the leading 401(k) investment advisory services in the nation. Since the early 90's, PMFM has managed... more

Horowitz & Company is an Investment Advisory firm specializing in Asset Allocation. We utilize Strategic and Tactical strategies to help reduce portfolio risk and at the same time attempting to maintain the overall return potential. We have also published many investment and financial... more

You are entering the website provided by IKOS Asset Management Limited ("IKOS AM"). This website contains information regarding the commodity trading advisory services provided by IKOS Partners, an affiliate of IKOS AM. IKOS AM is not registered with the U.S. Commodity Futures Trading... more

Investor Solutions, Inc. is committed to improving our clients' financial security, assisting them in achieving their investment goals, and providing them with financial peace of mind. As trusted financial advisors and completely independent, fee-only investment advisors, we have... more

Mellon Capital is one of the leading institutional investment managers in the United States, with 771 clients representing more than $212.6 billion in assets under management as of March 31, 2008, which includes assets managed in overlay strategies ($26.3 billion).* Offering a range of... more

The More You Look The Better We Look

Greycourt is a premier provider of financial advisory services to wealthy families and select endowments. Closed architecture models offer only proprietary products, while hybrid firms try to offer both outside and proprietary solutions. But Greycourt seeks to follow open architecture in... more

In 1972, W. Patrick Clarke, the founder of CLS, began his career as a stockbroker on the eve of one of the worst bear markets in history. Mr. Clarke started his financial career at a time when other stockbrokers were struggling to survive. In 1975 he helped pioneer the concept of... more

MTB Investment Advisors (MTBIA) is a registered investment advisor with over $11.3 billion in assets under management as of March 31,2006. Headquartered in Baltimore, Maryland, we have eight other offices from Washington, D.C. to Buffalo, New York. We provide investment advisory... more

FIRST QUADRANT is an innovative boutique investment management firm serving investors around the world. Headquartered in Pasadena, California, the firm manages client assets of approximately $26.6 billion actively managed as of February 29, 2008*. SINCE ITS INCEPTION in 1988, First... more

Rocaton Investment Advisors, LLC (Rocaton) is a 100% employee-owned, full-service investment consulting firm based in Norwalk, CT. Rocaton was founded in April, 2002 by 16 experienced investment professionals who all previously worked together. Our partners have, on average more than 17... more

SCUDDER INTERNATIONAL FUND seeks long-term growth of capital. It invests primarily in equity securities of established companies that are listed on foreign exchanges. It may also invest up to 20% of assets in fixed-income securities of foreign governments, supranational organizations and... more