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

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

Mellon Ventures, Inc., an affiliate of Mellon Financial Corporation, makes equity-related investments of between $3 million and $25 million in rapidly growing operating companies. With offices in Atlanta, Los Angeles, New York, and Pittsburgh, Mellon Ventures, Inc. invests at all stages... more

Schroder Oriental Income Fund Limited is a closed-ended investment company. The Company’s investment objective is to provide a total return for investors primarily through investments in equities and equity-related investments, of companies which are based in, or which derive a... more

Mellon Financial Corporation is a global financial services company. Headquartered in Pittsburgh, Mellon is one of the world's leading providers of financial services for institutions, corporations and high net worth individuals, providing asset management, wealth management, asset... 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

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

Conning's research & consulting group, a highly respected and nationally-known provider of insurance research, offers a growing array of specialty information products and strategic consulting services. The company's comprehensive insurance industry analyses of key issues confronting the... 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

New York Life Investment Management LLC and its affiliates, with more than $196 billion in assets under management as of August 31, 2005, provide a wide range of investment services to institutional, individual, corporate, public, and Taft-Hartley clients, including institutional asset... more

F&C Management Ltd (F&C) is a leading pan-European full investment manager, and as at 31st May 2003 managed Euro 88 billion in assets for both institutions and individuals in the UK and Europe. The company has a major presence in the UK, Netherlands, Portugal, Ireland and Germany. It... more

Carret Asset Management, LLC is a privately-owned investment advisory firm serving high net worth individuals and institutions. For over 40 years, Carret has remained focused on advising its clients in achieving their long-term goals and on investing in companies, industries and... more

Client-focused - Fort Washington is centered on the interests of our clients. Investment oriented - Our core commitment remains the same within the parameters of each investment strategy: to provide our clients with investment products and services that present long-term, above-average... more

Och-Ziff Capital Management Group LLC is an international, institutional alternative asset management firm and an alternative asset manager. During the year ended December 31, 2007, the Company has approximately $33.4 billion of assets under management for over 700 fund investors. It is a... more

Standish Mellon, founded in 1933 and acquired by Mellon in 2001, is a leader in the actively managed institutional fixed income business. With nearly $40 billion in assets under management, Boston-based Standish Mellon offers both domestic and international investment services through... more

GAM delivers active investment management to private clients, institutions and intermediaries. Our goal is to produce outstanding results by providing clients with access to great investment talent throughout the world. As well as active management within funds, GAM uses active asset... 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

F&C Asset Management plc (F&C) is a United Kingdom-based company principally engaged in the business of asset management. F&C is an active international investor but with a client focus on the United Kingdom and Continental Europe. Its clients comprise a range of insurance, institutional... more

Trusco provides a comprehensive range of equity, fixed income, liquidity management and balanced strategies to help your labor union achieve its investment objectives. Trusco's solutions are tailored to meet your needs. Our reputation as a disciplined firm that actively manages your... more

Seneca Capital Management is an independently-managed investment firm, based in San Francisco, CA, that provides asset management services to corporate, government and multi-employer pension funds, as well as foundations, endowments and high net worth private clients. Seneca specializes... more

Wells Capital Management is a registered investment adviser with a substantial presence in the institutional investment field. We focus on managing institutional portfolios for mutual funds, corporations, pension plans, endowments, foundations, healthcare organizations, educational... more

WestAM is a global investment management organization with operations in the United States, Europe, Latin America, Asia, and Australia. The firm's institutional investment management activities began in Dusseldorf, Germany in 1969. Today, WestAM manages approximately $35 billion in... more

The Julius Baer Group is committed to supporting cultural activities, and some of this work is undertaken by the Julius Baer Foundation. Thanks to its clear objectives, broad personal support from the Board of Trustees, and technical and financial independence, the Foundation is an ideal... more

Integra is a Canadian investment management firm that partners with other leading, world-class investment management organizations from Canada and around the world to provide institutional and individual investors with an exceptional level of investment expertise and client servicing.... more

Nicholas-Applegate is pleased to offer a comprehensive package of institutional funds tailored specifically to the needs of institutional investors. The Nicholas-Applegate Institutional Funds provide pricing benefits consistent with assets funded, transparency, and dedicated client... more

Westwood Holdings Group, Inc. (Westwood) manages investment assets and provides services for its clients through its two subsidiaries, Westwood Management Corp. (Westwood Management) and Westwood Trust. Westwood Management is an investment advisor and provides investment advisory services... more

Advantus specializes in general account management, fixed income, real estate securities and index equity portfolios for institutional clients, including insurance companies, retirement plans and mutual fund companies, as well as public and corporate pension plans, Taft-Hartley plans,... more

Brinson Partners is the North American Division of UBS Brinson, a worldwide integrated investment management organization headquartered in London. The UBS Brinson Division manages over USD 390 billion of institutional assets, including over USD 265 billion of discretionary institutional... more

J.J.B. Hilliard, W.L. Lyons, Inc. member SIPC and NYSE, INC., a PNC Advisors Company, provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes... more

RiverSource Investments develops and manages asset growth, preservation and income solutions that revolve around the needs of today's investors. The firm's specialized investment platform provides access to investment and research professionals located in strategic investment centers in... more

Founded in 1969, Batterymarch is a wholly owned subsidiary of Legg Mason, Inc., a publicly traded financial services company. Batterymarch acts as investment adviser to institutional accounts, such as corporate pension funds, mutual funds and endowment funds, as well as to individual... more

Phocas Financial Corporation was founded in 2005 and is based in Alameda, California. The partners include William Schaff, James Murray, Steve Block, and Kevin Granger. William, James and Steve are investment professionals who successfully managed assets for institutional and private... more

Imperium Partners Group, LLC is an institutional alternative asset management firm based in New York City. Strong research and risk management capabilities, combined with a high level of transparency, are the foundation for an array of alternative investment products with varying risk and... more

Based in Louisville, Kentucky, Todd Investment Advisors, Inc. is one of the region's oldest and largest money management firms. The current firm was incorporated in 1979 and is a successor to a firm founded and registered with the SEC as a subsidiary of The Boston Company by Bosworth Todd... more

American Express Financial Advisors (AEFA) is one of the nation's leading financial planning, asset management and insurance companies. Through its nationwide network of more than 10,000 financial advisors, AEFA helps clients achieve their financial goals by building long-term... more

KVAM and its partner, the California Public Employees' Retirement System (CalPERS), as well as several of the largest public pension plans in North America whose funds KVAM manages, have a serious interest in the future of HSBC Holdings plc. We regard our investment in HSBC as a long term... more

OFI Institutional is the investment management division of OppenheimerFunds, dedicated to serving defined benefit, endowment and foundation fund sponsors. We manage more than $7 billion in assets across a broad array of traditional and alternative investment capabilities, managed by a... more

Davis Hamilton Jackson & Associates (DHJA) is a $3.5 billion money management firm with 22 employees working in downtown Houston. The firm manages high quality equity, fixed income and balanced assets for institutional and high net worth clients.

APCM is one of the only completely independent and locally-owned and operated investment managers in Alaska. APCM uses only the most accurate Global Investment Performance Standards (GIPS) and hires the most qualified industry professionals. If you would like to explore how Alaska... more

Unigestion is a privately owned asset management company managing assets for institutional clients (84%) and high net worth families (16%). The company focuses exclusively on the management of innovative, highly active strategies spanning the private and public capital markets, and seeks... more

Progress pioneered the emerging manager business in 1990 to meet demand for the democratization of capital through diversity in hiring, broadening the universe of investment talent and providing opportunity to hundreds of companies. A decade later, we reinvented the business to meet... more

Minton Investment Management is an investment advisor specializing in the active management of structured investment-grade bond portfolios for institutional investors.   Our average client relationship is 15 years.   We are registered with the SEC.

Lotsoff Capital Management was founded in 1981 and is a private partnership located in Chicago, Illinois. All partners are active in the day to day management of the firm. In the early years of the firm, LCM created customized investment portfolios for clients that concentrated on... more