Founded in 1923, The Bear Stearns Companies Inc. (NYSE: BSC) is the parent company of Bear, Stearns & Co. Inc., a leading investment banking and securities trading and brokerage firm. With approximately $61.9 billion in total capital, Bear Stearns serves governments, corporations,... more

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

Citigroup Inc. (Citigroup) is a diversified global financial services holding company whose businesses provide a range of financial services to consumer and corporate customers. Citigroup is a bank holding company. As of March 31, 2008, Citigroup was organized into four major segments:... more

JPMorgan Chase & Co. is a financial holding company. JPMorgan Chase's principal bank subsidiaries are JPMorgan Chase Bank, National Association, a national banking association with branches in 17 states, and Chase Bank USA, National Association, a national bank that is the Company's... 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

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

Credit Suisse High Yield Bond Fund (the Fund) is a non-diversified, closed-end management investment company. The Fund's primary objective is to seek high current income. The Fund invests primarily in below investment-grade United States fixed-income securities. The Fund’s investment... more

PIMCO, founded in 1971, is a global investment management firm serving a wide range of institutional and retail investors worldwide. With offices in nine countries in North America, Europe and Asia, we manage investments across a broad spectrum of global financial markets. Our success is... 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

Founded in 1937, Baltimore-based T. Rowe Price Group, Inc. is a global investment management organization with $269.5 billion in assets under management as of December 31, 2005. The firm provides a broad array of mutual funds, sub-advisory services, and separate account management for... more

BlackRock, Inc. (BlackRock) operates as an investment management firm in the United States. As of December 31, 2007, the Company had $1.357 trillion of assets under management (AUM). BlackRock provides diversified investment management services to institutional clients and to individual... more

Deutsche Bank is a leading global investment bank with a strong and profitable private clients franchise. A leader in Germany and Europe, the bank is continuously growing in North America, Asia and key emerging markets. With 78,275 employees in 76 countries, Deutsche Bank offers... more

Morgan Keegan & Company Inc., one of the nation's largest regional full-service brokerage and investment banking firms, is the securities brokerage arm of Regions Financial Corporation (NYSE: RF). Headquartered in Memphis, Tenn., Morgan Keegan has some 300 offices across an 18-state... more

Lazard Ltd (Lazard) is an international financial advisory and asset management firm. The Company serves a diverse set of clients around the world, including corporations, partnerships, institutions, governments and high-net worth individuals. Lazard operates from 39 cities in business... more

Cantor Fitzgerald Europe is a leading financial services provider to the institutional equity and fixed income markets, with products and services including sales and trading, investment banking, asset management, market data, and market commentary. For nearly 60 years, Cantor Fitzgerald,... 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.

U.S. Trust Corporation is a wholly-owned subsidiary of The Charles Schwab Corporation and is a member FDIC. Banking deposits are FDIC insured up to the maximum amount allowable by law. Investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.

FBR Financial Services Partners, L.P. (FSP) is a private equity fund whose sole investment objective is to provide strategic, medium-term equity capital to growing financial services companies. The institutional investors committed to FSP include major banks, insurance companies and... more

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

TD Waterhouse Group, Inc. provides investors and financial advisors with a broad range of brokerage, mutual fund, banking and other consumer financial products. Worldwide, TD Waterhouse currently services 3.1 million active customer accounts.

American Century Investments is a leading investment manager with nearly fifty years of experience helping investors achieve their financial goals. Serving investment professionals, institutions, corporations and individual investors, American Century offers a broad array of products... more

Franklin Templeton Investments provides global and domestic investment management solutions managed by its Franklin, Templeton, Mutual Series and Fiduciary Trust investment teams.

Calvert is the largest family of socially responsible mutual funds in the United States with approximately $9 billion in assets under management, offering twenty-eight funds that allow individual and institutional investors to pursue a broad range of investment objectives within a single... more

Computershare Limited is engaged in the business of Investor Services, Plan Services, Communication Services, Shareholder Relationship Management Services and Technology Services. The Investor Services operations comprise the provision of registry and related services. The Plan Services... more

Alliance Capital Management L.P. (www.alliancecapital.com; NYSE: AC) is a leading global investment management firm founded in 1962 as the investment management subsidiary of the research boutique Donaldson, Lufkin & Jenrette. In 1985 Alliance Capital was acquired by The Equitable (now... more

The Ziegler Companies, Inc. (symbol: ZGCO) is a growth-oriented boutique investment banking and investment services firm with a primary focus in the healthcare, senior living and church and school sectors. Operations encompass capital markets (capital advisory services, bond underwriting,... 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

Nuveen Investments provides high-quality investment services that contribute to the building of well-diversified, core investment portfolios. The Company serves financial advisors and their high-net-worth clients, as well as a growing number of institutional clients. Nuveen Investments... more

Raymond James & Associates, Inc. are a leading investment bank and a wholly owned subsidiary of Raymond James Financial (NYSE: RJF). Raymond James Financial is a diversified financial services firm whose subsidiaries engage in securities brokerage, investment banking, asset management,... 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

ABP Investments is the in-house asset manager of all ABP's investments. ABP is the pension fund for public employees in the governmental and education sectors in the Netherlands. With assets amounting to € 150 billion at year-end 1999, ABP is one of the largest pension funds in the world.... more

Refco Easy Solutions LLC (www.refcoeasysolutions.com) Refco EasySolutions LLC is a Joint Venture ("JV") of Refco Group Ltd. and the U.K. company EasyScreen Plc ("EasyScreen", LSE: EAS), the leading developer of innovative software products for electronic trading.

Capital.com, Inc. is a business finance portal where premier financing sources compete to provide receivable and inventory financing, machinery and equipment loans and leasing, real estate and construction financing, subordinated debt and equity financing for growth, acquisitions,... more

Oppenheimer is a Minneapolis-based law firm dedicated to providing exceptional counsel to clients in the financial services, health care, medical device, manufacturing, and technology industries. It has one of the most experienced and diverse practices in the Upper Midwest and is... more

BNY ConvergEx Group provides customized, conflict-free global agency trading and investment technology solutions, together with superior personal client service and support, directly to our institutional clients worldwide. We focus on a collaborative, partnership approach with clients,... more

We are committed to leveraging our extensive global resources to help create value for our clients. To do so, we offer clients access to a broad spectrum of investment strategies that clients can use to potentially add value to their portfolios and diversify risk. At Deutsche Asset... more

Refco Inc. (NYSE: RFX) is a diversified financial services organization with operations in 14 countries and an extensive global institutional and retail client base. Refco's worldwide subsidiaries are members of principal U.S. and international exchanges, and are among the most active... more

Stone & Youngberg provides a wide selection of products and services to institutional, government, and individual clients nationwide. Our core business, Stone & Youngberg LLC, was founded in 1931. We continue to structure and distribute fixed income securities while offering a broad... more

Banc of America Securities LLC (BAS), a subsidiary of Bank of America Corporation, is a full-service investment bank and brokerage firm. With principal offices in San Francisco, New York and Charlotte, BAS employs more than 4,200 associates in offices around the country, and with... more

MFS Investment Management offers a variety of mutual funds, fixed and variable annuities, separately managed accounts, and retirement plans to retail customers, institutional investors, and insurance companies. MFS' nearly 70 mutual funds available in the U.S. are focused on stocks,... more

Phoenix Investment Partners, Ltd. is the asset management subsidiary of The Phoenix Companies, Inc., with $42.9 billion in third party assets under management as of December 31, 2004. Phoenix Investment Partners provides individuals and institutions with disciplined money management... more

For 175 years, Janney Montgomery Scott LLC has been dedicated to providing investors with superior service and financial expertise. In this world of constantly changing market environments, we understand that investment decisions must be based upon individual needs and goals. To that end,... more

Mackenzie Master Limited Partnership (Master LP) was formed for the purpose of combining Industrial Horizon Partnership 1987, 1988, 1989, 1990, 1992, 1992 II and 1993, each of which arranged for the distribution of redemption charge securities of mutual funds sponsored by Mackenzie.... more

vFinance, Inc. is a rapidly growing financial services company that provides investment banking, brokerage and trading services to more than 10,000 corporate, institutional and private clients worldwide. The Company has offices in New York, San Jose, Houston, Boca Raton and 22 other... more

MarketAxess Holdings Inc. is engaged in electronic trading of corporate bonds and certain other types of fixed-income securities. Through the Company’s platform, 674 active institutional investor client firms (firms that executed at least one trade through its electronic trading platform... more

AllianceBernstein Income Fund Inc. (the Fund), formerly known as ACM Income Fund Inc., is a diversified closed-end management investment company. The Fund's investment objective is to provide high current income consistent with the preservation of capital. The Fund normally invests at... more